Configuration

Create and manage custom attributes to assign any information to person profiles.

Create and manage custom attributes for company profiles beyond standard fields.

Comply with personal data regulations by managing contacts who no longer wish to be contacted.

Calculate attributes from the profile data and events you already have, for advanced segmentation and targeting.

Restrict access to sensitive profile attributes and event properties by masking them for users without permission.

Give human agents the customer story at handoff with a summary, facts, topics, and sentiment from past conversations. Customer context is in Early access.

Define the details AI analysis extracts from customer conversations, such as order or policy numbers.