Customer 360
Know the customer before you reply.
Bring support history, account information, billing events, product usage, notes, and sentiment into one continuously updated customer record.
Customer record
Continuously updated
SC
Sarah Chen
Operations · Nimbus
Plan
Enterprise
ARR
$84,000
Lifecycle
Expansion
Health
Good
Protocol Intelligence summary
Sarah manages operations at Nimbus. She has contacted support three times this quarter, primarily about billing permissions. Her current issue resembles ticket #4821.
Recent activity
Billing profile updated1d
Annual plan renewed2d
Workspace permissions changed3d
Built into the system
Powerful without feeling heavy.
Give every agent context that usually lives across a CRM, billing system, product analytics, and old tickets.
01Company, plan, ARR, and lifecycle data
02Support history and open work
03Product usage and billing events
04AI-generated account summary
Connected intelligence
Every feature works with the same customer and service context.
Move between conversations, structured work, customer records, knowledge, workflows, reporting, and quality without losing the operating state behind the issue.
Protocol Intelligence
Customer contextConnected
Service policyConnected
KnowledgeConnected
Workflow stateConnected
PermissionsConnected
Next step