People and organizations
Represent the contact and company without flattening them into one field.
Customer management
Find the customer, understand the history and take the next step
OfferAgent customer management creates a shared, account-scoped customer view from structured inquiries, quotes and conversations. It keeps people, organizations, verified contact methods, provenance, consent and linked business history together. Deterministic duplicate checks and controlled merge records help the team correct customer data without silently rewriting immutable quotes or losing the origin of information.
A customer record needs history and origin
A name and email are not enough when sellers need to understand prior inquiries, conversations and decisions.
How it works
- 01
Create from intake
Use validated contact data from a form, import or manual quote.
- 02
Check exact identity
Apply deterministic matching and surface uncertainty instead of guessing.
- 03
Open the customer view
See contact methods, provenance and linked work together.
- 04
Correct with control
Review duplicates, export or anonymize under account policy.
Product proof: identity with linked history
The customer workspace separates current profile data from immutable business records.
Prerequisite: Requires CustomerContactEngine access and account-scoped permissions.
Customer workspaceProduct flow
- 1Identity verified
- 2Business history linked
- 3Consent visible
Open the signed-in product workspace
Sign-in and the correct plan are required. This link is not a public demo.
What this capability supports
Provenance
Preserve where important customer attributes came from.
Linked history
Connect inquiries, quotes, conversations and activities.
Controlled duplicates
Preview deterministic matches and keep a reversible merge journal.
Prerequisites and clear boundaries
OfferAgent states what the capability does and what still requires configuration, permission or a human decision.
- OfferAgent is a sales-conversion customer view, not an unrestricted enterprise CRM.
- Uncertain identities are not merged automatically.
- Correcting a customer profile does not rewrite historical quote snapshots.
Frequently asked questions
Are customers created from forms?
A validated intake can create or link a customer according to the configured workflow.
Are uncertain duplicates merged?
No. Uncertainty is surfaced for review instead of using fuzzy automatic merging.
Can sellers call or email from the profile?
Verified email and phone values are actionable when present.
Can data be exported or anonymized?
Yes, through controlled account-scoped operations subject to retention policy.