Customer Data (CRM)

Unified customer profiles and data attributes directly in your chat view.

The Problem it Solves

Agents asking customers to repeat their details or order numbers because customer data is disconnected from the chat interface, causing deep frustration and long handling times.

1. Unified Contact Profiles

The platform displays a customer’s full interaction history, past tickets, and metadata right alongside the chat window so agents never lose context.

2. Pre-Chat Forms

Capture lead generation details (name, email, query type, account ID) automatically before a conversation begins, routing them instantly to the right team.

3. Custom Attributes

Store business-specific data directly on customer profiles (e.g., "Subscription Tier", "LTV", "Recent Order ID") and use them to power automation rules.

4. Advanced Filtering

Segment conversations and contacts based on custom criteria or tags, enabling highly targeted bulk actions or proactive outreach campaigns.