Customers
Customer management
Maintain customer context across supported conversations, appointments, and lead workflows.
Common sources
- AI receptionist conversations.
- Website conversations.
- Appointment activity.
- Supported lead-generation workflows.
Customer context
Customer information can help a business maintain continuity across interactions rather than treating every conversation as a brand-new contact.
Review AI-created records
AI-assisted customer capture reduces manual work but does not eliminate the need to verify important information before using it for sensitive or irreversible actions.