Customer Assistant

Understand customers, review history, identify opportunities and get AI-powered next-best-action suggestions.

AI Assistant Ready Suggestions are generated from authorized customer and business data.

AI assistance only

AI recommendations are suggestions. Review customer information and verify recommendations before sending messages, changing records, creating quotes or performing business actions.

Select Customer

Search and select a customer to analyze.

AI Customer

Select a customer

Search for a customer to start AI analysis.

AI Customer Summary

AI-generated overview of the customer's relationship with your business.

AI Analysis

Customer analysis is ready

Select a customer and click “Analyze Customer” to generate an AI summary.

Customer Intent

AI assessment of current customer intent and buying signals.

Purchase Intent

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Intent —

Buying stage —

Engagement —

Estimated opportunity —

Customer History

Recent enquiries, leads, quotes, orders and interactions.

View Full History

No customer history loaded.

AI Suggested Message

Generate a personalized customer message based on authorized history.

Message purpose

Suggested message

Open Messages

Customer Health

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Relationship Score

Engagement —

Satisfaction —

Retention —

Customer Value

Total Orders —

Total Revenue —

Avg. Order —

Open Leads —

Next Best Actions

AI-recommended actions.

Analyze a customer to get recommendations.

Risk Signals

Potential issues requiring attention.

No risk signals available.