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CRM

The CRM module allows structured storage of customer data used by AI agents. It enhances personalization, automation, and reporting.
  • Custom Fields

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Custom Fields

Custom fields extend the default customer data schema.

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Field Types

  • Text
  • Number
  • Boolean
  • Date
  • Select (single choice)
  • Multi-select
  • JSON (advanced use cases)

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Use Cases

  • Customer segmentation
  • Sales qualification
  • Lead scoring
  • Compliance tracking
  • Operational metadata

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Agent Integration

Agents can:
  • Read custom fields
  • Update structured data
  • Trigger workflows based on field values
  • Enrich conversation context

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Best Practices

  • Standardize naming conventions.
  • Avoid redundant fields.
  • Separate operational vs analytical fields.
  • Periodically review unused fields.