A customer calls again — and is already known
The agent recognises the number and greets by name, the operator sees the card before “hello”, and the whole history — calls, ratings, messages, consents — is in one place.
The conversation continues instead of starting from zero
The agent knows what was discussed last time and does not ask twice. It does not mention amounts, addresses or order details until the caller confirms who they are: someone else may be using the number.
- The customer card in the operator’s console — at the moment of the call
- A short AI summary: who they are, what they want, what was promised
- Updated after every conversation automatically
One card instead of five spreadsheets
- 01
Interaction history
Calls, comments, stage changes, messages and ratings — in one timeline.
- 02
Tags
“VIP”, “wholesale”, “Kyiv” — for search and campaign segments.
- 03
Merging duplicates
Two numbers of one person — one card with the whole history.
- 04
Ratings
How the customer rates your people — on the card and in the statistics.
- 05
Consents
For calls, messages and marketing — with a date, source and evidence.
- 06
Base import
CSV or Excel: preview first, duplicates are enriched, not multiplied.
What is allowed and what is not — visible at once
Do not call, do not message, no marketing — every refusal and every consent is recorded with a date, source and the customer’s own words.
- agreed to marketingin a call with the agent · 12.09
“yes, you can send me offers on Viber”
- imported with consentclient base · 03.03
website form, row 128
- unsubscribedunsubscribe link · 20.09
campaign “Autumn −20%”
Your customer base — in five minutes
Template
Download a ready file or name the columns: “Name”, “Phone”, “Email”, “Tags”, “Consent”.
Preview
How many new, how many already known, which rows have errors — before anything is written.
Import
Known customers are enriched, new ones created; consent from the file only with confirmed evidence.
Show us your base —
we will import it together.
In 30 minutes we run your scenario through the agent and show what your manager receives.