Customer memory
Everything you should have known.
Customer since, what they pay, what they run, who their contacts are, how many cases this month, what is open, what was promised, and whether this relationship is healthy.
Opens on the situation
Open cases, outstanding promises and current health sit at the top. Address and billing details are there and are not what greets you.
Contacts, not just a company
The person emailing is rarely the only person at the account. Who else has been in touch, and what about, prevents contradicting a colleague's colleague.
Service history in a sentence each
Four cases in thirty days is a number. What those four cases were about is the thing that tells you whether to worry.
Customer memory
The rest of this area.
The whole relationship, as records rather than as somebody's recollection.
Service history
Every previous case, summarised rather than archived.
Structured facts
The things that must be exactly right, held as fields.
Preferences
How this customer wants to be dealt with.
Entitlements
What this customer is actually entitled to.
Account notes
The context that never fits in a field.
Relationship summary
Where this relationship stands, in a paragraph, with its evidence.
Take better care of every customer.
Give your team the context, knowledge and AI they need to resolve problems properly — and know who needs attention before they ask.
Keep the mailbox you already use · The AI is never metered · [email protected]