Every Customer, Every ChannelOne Complete Profile
Unified contact profiles across WhatsApp, Instagram, Messenger, Telegram, and Web Chat — with tags, lifecycle stages, AI summaries, duplicate detection, and a full activity timeline.
Ahmed Mohamed
ahmed@example.com
AI Summary: Repeat customer who prefers seasonal offers. Sentiment: Positive. Purchase Intent: High.
One record across all 5 channels
Activity types tracked in timeline
Automatic customer insights
Levenshtein matching + soft merge
From Lead to Evangelist
Customer Management in the Arab Region
Contact Sources
Contact Management Features
Auto-Created from Conversations
Contacts are auto-created when any conversation starts from any channel
Labels & Tags
Pre-defined labels with unlimited custom tags — adding a tag fires automation trigger
Custom Fields (JSONB)
Create custom fields for any additional data — usable in templates and automations
Activity Timeline (37 Types)
Complete history of every interaction — messages, calls, orders, notes, and more
AI Summary Generation
Auto-generated summary from interaction history: sentiment, topics, purchase intent, urgency
Duplicate Detection & Merge
Auto-detection via phone, email, name match (Levenshtein 0.85) — 3 merge strategies
Lifecycle Stages
Track every customer journey from first contact to becoming your brand ambassador
Activity Timeline (37 Events)
Contact created from WhatsApp
3d ago
Message sent: "Hi, how can I help you?"
3d ago
New order #1234 — 850 SAR
2d ago
Stage moved: LEAD → CUSTOMER
2d ago
Tag added: VIP
1d ago
AI summary generated — Sentiment: Positive
1h ago
AI Summaries
DeepSeek/OpenAI generates summaries from all conversations — incremental updates with structured insights.
Ahmed is a repeat customer from Cairo who buys electronics. Sentiment: Positive. Purchase Intent: High.
Duplicate Detection & Merge
Keep Primary
Keep primary profile data, move conversations
Keep Latest
Keep the latest profile data
Merge All
Merge all data: move conversations, union tags, archive secondaries
Import / Export
Order Aggregates (CDP)
Total Orders
Total Spent
Average Order Value
Last Order Date
Synced from all e-commerce platforms
Bulk Operations
Perform actions on multiple contacts at once to save time
Bulk Tag Add/Remove
Bulk Label Update
Bulk Agent Assignment
Bulk Delete
Full Contact Profile
Sources
Lifecycle Stages
Activity Types
Smart Summary
Consent Management
Track customer consent for communication and marketing — with full history of every change
Block Contacts
Blocking a contact prevents receiving any future messages from them
Star Contacts
Mark important contacts with a star — stored in contact metadata
Custom Fields
Create custom fields for any additional data — usable in templates, automations, and AI context.
Start Managing Your Customers Professionally
Unified customer profiles from all channels with smart labels, complete interaction history, and AI summaries.