Everything your company has lived with that person, on any channel.
Every conversation, note, task, document and billing item lands on the customer's profile. From the inbox, one click takes you straight to it.
Sign up through the site and get a US$5 test credit.
One profile, seven tabs, every channel.
Everything the business has been through with that person sits on one screen, so nobody has to ask again.
Your way, with no side spreadsheet.
Fields, tags and segments that fit how you sell, with limits set in the product.
Build a segment from what's on the profile.
Combine up to 20 filters: tag, attribute, opt-in, channel and last interaction. The segment becomes the audience of a push send and, through the API, of a journey.
Try it: turn the filters on and off.
Questions about the customer profile
Still unsure? Talk to the team that runs the platform.
What lands on a contact's profile?
Every conversation, note, task, document and billing item, on any channel. From the inbox, one click takes you straight to it.
Which tabs does the profile have?
7 tabs: Timeline, Conversations, Billing, Notes, Documents, Tasks and Flows. The Flows tab shows the answers the customer gave in WhatsApp forms.
How many custom fields and tags can I use?
Up to 50 custom fields per account and up to 20 tags per contact.
How do contacts come in?
By CSV, imported in batches of 1,000, or through the API. Past conversations can be imported through the API into the inbox history.
What can a segment filter by?
Tag, attribute, opt-in, channel and last interaction, with up to 20 filters per segment. The segment becomes the audience of a push send and, through the API, of a journey.
Where is the data stored?
Conversations, contacts, files and backups stay in São Paulo, Brazil, encrypted in transit and at rest.
Import your contacts and see each one's profile.
Sign up through the site and get a US$5 test credit.