Manage customer profiles
Proto’s AICX Platform combines CRM capabilities and AI with its customer module for detailed profiles, tagging, and more.
View all customer information captured by chatbots, your CRM, and agents at a glance.
Locate and manage customers efficiently with search options and filters.
Employ custom tags to categorise and target customers based on interests, behaviour, or demographics for targeted support and marketing.
Review all past interactions and support history to better understand their needs and preferences.
Establish custom rules for user banning, reasons, and length based on reoccurrence, providing a mechanism to maintain the integrity of customer interactions.
Add internal notes about the customer or historical interactions for easy reference.
Embed iFrames to display customer profile pages from your CRM, backoffice, or other solutions within the platform for quick access.
Customers FAQ
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