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The customer profile is the foundation of everything

Everything the company knows about a person, in one place, and why every filled-in field makes the next sale easier.

tripaulxUpdated on 2 min readGuide

The profile brings together who the customer is, how to reach them, where they came from and how much they have already bought. It appears in the Customers app, next to Missus conversations and on pipeline cards. That is why a well-kept record works for you across the whole platform.

What the profile stores

  • Identity: photo, name, preferred name, ID document and date of birth.
  • Contact and source: phone, email and the channel that brought the person to you.
  • Sales: pipeline and stage, priority, owner, tags and location.
  • Linked companies, with the person's role in each one.
  • Consent to receive communications.
  • Results: total sales, number of orders and date of the last purchase.

Each field solves a problem

Field What it prevents
Owner Two salespeople talking to the same customer, or nobody talking to them
Location Service at the wrong address and mixed-up reports
Tags Campaigns that speak to the wrong person
Source Investing in a channel that does not bring customers
Total sales Treating someone who buys every month like someone who never bought

An example

Ricardo, an accountant, serves companies of every size. With a "small business tax regime" tag, the right location and a defined owner, he filters in seconds who needs the monthly closing and who has not bought in months. A complete profile becomes a work plan.

Customer data is a company asset

When knowledge about the customer lives in the profile, not in the head of whoever served them, the company keeps the relationship when someone changes roles or goes on vacation. It is also this record that the tripaulx AI agents read to serve people better.

tripaulx AI agents

The profile is the main source of context for tripaulx AI agents. Before replying on WhatsApp, they check who the customer is, the history and what was agreed. During the conversation, they give back what they learned: they apply tags, move the pipeline stage forward and save a summary to the history. The more complete the profile, the more precise they become.