Jordan Lee
Account ID DEMO-104 · supplied
| Field | Value |
|---|---|
| Phone | +1 555-0142 |
| Phone association source | Your CRM import |
| jordan.lee@example.com | |
| Email association source | Added by your application |
AI Services · Contacts & Customer Context
Give your application the history behind the next call.
Store contact profiles and retrieve the interaction history linked to your customer and account identifiers. Talk to us about the findings your application needs to carry forward.
Illustrative example
Use the customer IDs your application already knows.
Create and update profiles, attach contact details and retrieve records by the identifiers you provide.
Illustrative profile · synthetic
Use your existing identifiers
Create and update profiles, attach contact details and retrieve records by the identifiers you provide.
A shared phone number can belong to more than one person’s history. Identity associations determine which context is appropriate to return.
Illustrative example
Bring prior requests and promises into the next interaction.
See what the customer previously needed, what was reported or promised and the last observed outcome. Open the original evidence and check whether newer conversations have been assessed.
Unresolved findings from recent calls
Supplied demo account · DEMO-104
| Field | Value |
|---|---|
| Need | Move delivery from Monday to Thursday |
| Last recorded outcome | Pending confirmation at the source call |
| Reported action | Change request submitted |
| Promised follow-up | Email update by 3 p.m. tomorrow, as spoken |
| Later confirmation | Not assessed |
Illustrative example
A caller is not always the customer they’re calling about.
Someone may call for a parent, a household or a business. Link the finding to the right record using the associations your application provides.
“Alex calls about Jordan’s account.”
The subject comes from the association your organization supplies. This example doesn’t show voice recognition identifying anyone.
| Field | Value |
|---|---|
| Caller | Alex · participant |
| Subject of the finding | Jordan · DEMO-104 |
| Association | Authorized representative, supplied |
| Added to Alex’s needs | No |
Access follows the customer record.
Access to customer context follows the permissions and identity associations established for your service.
Where customers use it.
CRM and service applications
Retrieve context beside a known customer record and map selected fields into supported integrations.
Routing applications
Query available context as one input to your routing logic.
Assistants and customer portals
Retrieve authorized history and source evidence for the person or account being served.
Check the source and last update.
Start with contact records and supported interaction-history access. Tell us which findings your application needs to carry forward; we’ll confirm the available context and update behavior.
Bring the customer records and history your application needs.
Bring your customer identifiers, data sources and the decisions you want to support. We’ll map the records and access for your integration. Contact records work without Mach-1.
Discuss your contact integration