Customer profiles
Reads your customer history and builds a useful profile of each one, so nobody has to keep the notes tidy by hand.
Everything you know about a customer is scattered. A note here, an old booking there, a message about a preference from six months ago. When a customer gets in touch, nobody has all of it in front of them, so the reply is more generic than it should be, and the chance to offer the right next thing gets missed.
Keeping tidy notes on every customer is a job in itself, and it is the first thing that slides when the team is busy. We hand it to an agent that works through it in the background. Your staff stop keeping the customer records tidy by hand, and the profile is just there, up to date, whenever someone needs it.
We built this to read the notes, messages, and bookings we already had, and pull out the durable facts about each customer: what they want, the language they prefer, how they like to be contacted, which services they use, where they are. It writes those as clean tags on the customer's profile. It never contacts anyone. It only organises what you already know.
It runs across your customers and you look at the profiles it builds. Because it is only tidying facts you already had, it is easy to check. Open a customer you know well and see whether it got them right. It usually does, and where it does not you can see why.
The tags it writes are there for your team and for the other agents to use. Nothing about this reaches a customer, so approving it really means deciding you trust the profiles enough to rely on them, in a reply, in a campaign, or as the memory another agent works from.
Left on, it keeps every profile current on its own. A new booking or message updates the customer's tags the same day, so the picture is never stale. This is the most useful agent to run first, because the tidy customer memory it builds is what makes the others sharper.
Your team opens a customer and sees who they are at a glance, and your other agents get better because they are working from real, current facts. Reading a customer costs about a tenth of a cent on your own AI account, so keeping your whole list current comes to tens of dollars a month at most.