Customer & sales
Customer context
Evaluating conversations, orders, touchpoints, and internal team notes together to understand a customer’s current needs.
How to use
When preparing a reply or quote, review the relevant interaction history instead of relying solely on the latest incoming message.
Example
When Elif asks about a product again, her previous order history and catalog interests give full context to the conversation.
Not to be confused with
Context does not mean every anonymous visitor has an identified or verified profile.