Customer Profile
Recognize customers in real-time
By knowing who your customer is within the first 5 seconds of a conversation—what they like, don't like, and even the people closest to them—agents can provide radically personal service that keeps them coming back for life.
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 context
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 your 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 your customer's name, address, and all the important notes from previous conversations to always keep it personal.
Customer attributes
Know your customer’s lifetime value, loyalty status, return rate, and more to understand habits and priority.
Preferences
Know what your customer likes and doesn’t like based on their order history. From their favorite color to their room preferences.
Relationships
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 your customer's 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
Check out our resources to start thinking radically personal
Customer service that starts with people
Thanks to a modern, user-centric interface, agents can recognize customers in seconds, not minutes. See the Gladly difference for CX agents today.
Customer service AI
Gladly’s customer service AI speeds up resolutions, reduces handle times, and transforms automated support into personal experiences, boosting efficiency.
Conversation Timeline
With Conversation Timeline, agents can see a customer's entire conversation history, across all channels, in a single view. Learn more.