Answers with full customer context
One of the things the team assistant does. See the full product →
The payoff
No relationship rests on a single person’s memory, and no customer has to explain themselves twice.
Ask about a contact and Whitford gathers their recent emails, notes, activity and open tickets from your CRM and distils them into a short brief. It tells you where things stand, what was promised, and what is still unresolved. It reads only the records your team already keeps, so nothing new is invented, and it saves you the ten minutes of piecing the story together before every call.
In practice
Summarise my recent history with Acme Corp before I call them.
Staff
You last spoke with Priya at Acme three weeks ago about renewing their annual plan. They asked for a small discount, which is still open. There is also an unresolved support ticket about SSO from last month. I would lead with the renewal and reassure them the ticket is in hand.
Whitford
Want this working on your own knowledge?