Customer tools help your AI agent recognize and manage customer information during calls. This article explains how they work.

What Customer Tools Do

Customer tools give your AI agent access to customer data:

• Recognize callers by phone number
• Access profiles for personalization
• Create records for new customers
• Update information during calls

Caller Recognition

When someone calls, customer tools enable:

1. Caller ID lookup — Match phone number to customer profile
2. Personalized greeting — Use customer's name
3. History access — Know their past bookings

Recognized vs. New Callers

Customer Profile Access

With customer tools enabled, the agent can:

• Reference previous appointments
• Know service preferences
• Understand customer history
• Recall special notes This creates more efficient, personalized conversations.

Creating Customer Records

When a new caller books:

1. Agent collects name and contact details
2. Profile is created automatically
3. Future calls recognize them

Integration with Bookings

Customer tools work with booking tools:

• Recognized customers get faster booking
• Preferences can be pre-filled
• Confirmation goes to known contacts

Best Practices

Enable for Personalization

Turn on customer tools if you want:

• Personalized greetings
• Faster booking for regulars
• Better customer experience

Privacy Considerations

Customer tools access profile data. Ensure this aligns with your privacy practices.