Manage customer profiles
Proto combines CRM and AI for automated tagging and profile management.
View all person information captured by AI Assistants, your CRM, and agents at a glance.
Locate and manage people efficiently with search options and filters.
Employ custom tags to categorise and target people based on interests, behaviour, or demographics for targeted support and marketing.
Review all past interactions and support history to better understand audience needs and preferences.
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Establish custom rules for user banning, reasons, and length based on reoccurrence, providing a mechanism to maintain the integrity of audience interactions.
Add internal notes about the person or their historical interactions for easy reference.
Embed iFrames to display a person's profile pages from your CRM, backoffice, or other solutions within the platform for quick access.
People FAQ
Can Proto integrate with sales and marketing platforms?
Yes, you can use Proto's APIs to send information collected in Proto to your sales and marketing platforms.
Can the People module integrate with my CRM and sync data?
Yes, you can sync Proto with your CRM so all persons reflect in your CRM and/or Proto. You can use this data in your AI agent workflows for personalised conversations by using custom variables in the AI actions.
Is there a feature for tracking audience satisfaction and feedback?
Yes, you can set up a feedback collect action and see your CSAT performance in the Analatycs.