Customer Expectations Report Understand what customers want when it comes to service. GET THE REPORT

See rich customer details

All the details about a customer is available in a single view, including their lifetime value, past purchases, and even their personal preferences.

Single-source of

Agents are armed with all the context of the customer, including order details and conversation history, so customers can say goodbye to repeating themselves each time they reach out.

Make it your own

Pull in customer data that is unique to your business so agents have a centralized place to know everything there is about a customer.

Key Features

Make customers feel known by knowing who they are, what they like, and even the people they care about all within a single view.

Customer Details

Know the customer name, address, and all the important notes from previous conversations to always keep it personal.

Customer Attributes

Know the customer’s lifetime value, loyalty status, return rate and more to understand habits and priority.


Know what the customer likes and doesn’t like based on their order history. From their favorite color to their room preferences.


Know the people your customers care most about, like a spouse or a child, to make changes to group reservations and returns for gifts bought by others easy.

Purchase History

Know a customers purchase history like flights, trips, returns, etc. to have a quick references to their last orders or understand what their next reservation looks like.

Flexible Integrations

Out-of-the-box integrations and flexible APIs that make pulling customer information from multiple systems a breeze.

Task Reminders

Keep track of the important things that need to get done like an upcoming birthday or an update on a delivery status.

See Customer Details In Action


Customer service is at its best when it’s a conversation.

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