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Platform control center

Customers & CRM

One customer context for voice, chat and email AI agents.

Contacts—individual customers
Open tasks—follow-ups due
Sales Pipeline—Deal title
Email Campaigns—Native direct sending wi...

Add contact

Contacts can be linked to an existing organization.

Follow-up task

Keep ownership and next actions visible.

Static lists

Curate audiences manually or add imported contacts to a list.

No static lists yet.

Contacts

Imported contacts are deduplicated by e-mail or external ID.

NameContactsOrganizationSourceAccount status

Customer profile

Identity, lifecycle and communication permissions used by every AI agent.

Select a contact to see the complete context.

Communication permissions

Every change creates an immutable consent event. Nothing is granted automatically.

Customer segments

Build reusable audiences from safe customer profile fields.

No segments yet.

Customer timeline

Notes, calls, meetings and inbound channel activity in one chronology.

Select a contact to see the complete context.

External CRM connections

Private tokens and OAuth access tokens are stored encrypted.