The customer panel next to the conversation

When you open a conversation, the side panel shows the customer's profile. What you change there applies across the whole platform.

What you can do in the panel

• Pipeline stage and owner: move the deal forward at the same moment the conversation moves forward.
• Lead qualification: mark whether the contact is a qualified lead or not.
• Edit details: fix name, email and address, with postal code lookup.
• Location: set which location serves this customer.
• Relationship: identify whether the contact is a customer, supplier, partner or something else. This also tells the agents who they may talk to.
• History and conversation memory: see what already happened before you reply.
• Full profile: a link takes you straight to the Customers app.

Sensitive details, such as phone and email, may appear masked, following the company's privacy rules.

Example

During the conversation, one of Dr. Maria's patients confirms she wants the full treatment protocol. The receptionist moves the stage to Proposal, sets the location and keeps replying. By the end of the day, the pipeline already shows the deal in the right place, without anyone updating spreadsheets.

tripaulx AI agents

tripaulx AI agents use the same panel. While they talk, they move the pipeline stage forward, apply tags from the catalog and record whether the lead was qualified, so the profile reaches the team complete.