Speako helps you build and maintain detailed records of everyone who interacts with your business. This article explains what customer profiles contain and how they help your team deliver better service.
What is a Customer Profile?
A customer profile is a comprehensive record that stores all the essential information about a person who contacts or books with your business. Each profile is automatically created when a new customer interacts with your AI agent or when your team manually adds them.
Profile Information
Basic Details
Every customer profile includes:
- First Name — The customer's given name (required)
- Last Name — The customer's family name (required)
- Email Address — For sending confirmations and communications
- Phone Number — The primary contact number
- Notes — Internal notes visible only to your team
Addresses
Customers can have multiple addresses on file:
- Address Type — Home, work, or other
- Street Address — The street name and number
- City — The city or suburb
- State — The state or province
- Postal Code — The ZIP or postal code
- Country — Defaults to Australia One address can be marked as the primary address for easy reference.
Organization
- Customer Tags — Colour-coded labels for categorizing customers
- Active Status — Whether the customer is currently active in your system
Automatic Profile Creation
When someone calls your AI agent for the first time, Speako can automatically create a customer profile using the information gathered during the conversation. This includes:
- Name collected during the call
- Phone number from caller ID
- Any details shared during the booking process
Profile History
Speako maintains a history of changes to customer profiles:
- Name Changes — Previous names are recorded with timestamps
- Update Source — Shows whether changes came from a phone call, manual edit, or booking
- Timestamps — Creation and last update times are always visible