Manage customer profiles
Proto’s AICX Platform combines CRM capabilities and AI with its customer module for tagging, profiles and more.
View all customer information captured by chatbots, your CRM and agents at a glance.
Securely capture and manage customer IDs and channel profiles, streamlining customer identification and engagement across various platforms without authentication hassles.
Employ custom tags to categorise and target customers based on interests, behaviour, or demographics for targeted support and marketing.
Understand customer distribution with auto-captured IP-based location data, enabling region-specific strategies.
Initiate conversations with customers directly from their profile to address issues or engage proactively.
Capture customer sentiment and feedback for valuable information on customer satisfaction and service quality.
Review all past interactions and support history to better understand their needs and preferences.
Efficiently locate customer profiles using comprehensive search criteria and filters.
Capability to export data directly from the Proto interface, facilitating ease of external reporting and analysis.
Customers FAQ
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