Customer history: the company's memory

The history is the timeline of the relationship. It shows what happened with the customer, in order, and it lets anyone on the team pick up a conversation without asking everything again.

What gets recorded on its own

Many events appear in the history without anyone typing:

• the lead that arrived from the website or an ad, with the source campaign;
• pipeline stage changes;
• appointments;
• summaries and notes from Missus conversations.

What you record

Use the add-history action to log a call, an email, a meeting, a note or a task. Enter the date and time, a short title and what was agreed. You can attach images and PDFs and, in the same step, adjust tags, priority and pipeline stage.

How to write a good entry

• Start with what was decided, not with what was discussed.
• Write down the next step and create a reminder for it.
• Prefer facts to impressions: "asked for a proposal for 3 locations by Friday" is worth more than "customer interested".

Example

After a site visit, Helena, an architect, records: "Client approved the kitchen layout. Wants a carpentry quote by the 15th." The following week, whoever takes over the project knows exactly what was promised.

Why this creates value

A complete history avoids rework, repeated questions to the customer and forgotten promises. And the tripaulx AI agents use this context to answer more precisely.

tripaulx AI agents

Part of the history is written by tripaulx AI agents: the summary of WhatsApp conversations, stage changes with their reason and the note when a conversation is handed to the team. This way, the history brings together the work of people and agents, and each one knows what the other has already done.