Customer Intelligence enables your AI Receptionist to remember and recognise returning callers, creating personalised experiences.
What Customer Intelligence does
Recognises returning callers by phone number
Builds customer profiles over time
Stores critical facts you add about customers
Enables personalised greetings using customer names
Shows interaction history for each customer
How to enable/disable
Go to Receptionist Settings in the menu
Find Customer Intelligence section
Toggle on or off
Changes save automatically
When Customer Intelligence is enabled
Your AI greets returning callers personally (if name is known)
Customer profiles are created automatically from calls
You can add notes and critical facts to profiles
Call history is linked to customer profiles
When Customer Intelligence is disabled
All callers are treated as first-time callers
No customer profiles are created
Existing profiles are preserved but not used
Personalised greeting option is unavailable
Privacy note
Customer data is stored securely
Profiles are based on phone numbers
You can delete individual customer profiles at any time