Customer data and personalization

Customer context

Customer context is the relevant information that helps an agent understand who the customer is, what has happened, and what they are trying to accomplish now.

Why Customer context matters

Context allows a conversation to continue from the customer's actual situation instead of treating every interaction as a first contact.

How it works in practice

It may include prior conversations, purchases, preferences, eligibility, journey stage, current intent, and recent actions, retrieved with appropriate permissions and freshness checks.