🤖AI: Clients

When you focus on customer service in Upbase right now …

We collect various customer data: tasks, notes, comments, conversations, files about a given customer, etc.

It would be good to use this data by AI-powered as part of working with and servicing customers.

It's difficult to work without it in a world where we are inundated with information.

It's also now standard to use AI to process such collected data in task management systems, CRMs, etc. (e.g., Taskade, Pipedrive, Raynet offer this in their cheapest plans).

This data can be better utilized with AI support.

So the tool becomes a helper.

Responding to customer inquiries, summarizing collected data, creating offers in the context of already collected customer data, etc.