Customer Intelligence allows your AI Receptionist to recognise returning callers and access their history, creating personalised conversations.
How it works
First call: AI collects information and creates a customer profile
Return calls: AI recognises the caller by phone number
Personalisation: AI greets them by name and references past interactions
Continuous learning: Profile builds with each interaction
What gets tracked
Basic info: Name, phone number, location
Call history: Every call from this customer
Critical facts: Notes you add about this customer
Preferences: Gathered from conversations
Example of Customer Intelligence in action
First call:
AI: "Thank you for calling. How can I help you today?"
Caller: "Hi, I'm Sarah. I need a plumber for a leaky tap."
Return call:
AI: "Hi Sarah! Thanks for calling back. How can I help you today?"
Benefits
Personal service: Customers feel recognised and valued
Faster resolution: AI has context from previous calls
Better insights: You see full customer interaction history
Informed follow-ups: Review history before calling back