Stop treating the same customer like a stranger every time the conversation changes channel.
Customer history is most useful when it follows the customer, not the inbox. ZinQ Contacts & CRM gives the conversation layer a place to organize available profile information, history, custom fields and segments so the next agent, workflow or teammate can start with more of the customer story already in view.
- Unified Customer Context Keep supported profile and conversation information associated with the relevant contact.
- Custom Fields + Segments Organize the customer data your workflows and teams need instead of relying only on message history.
- Use Context Across ZinQ Make relevant contact information available to configured AI Agents, Workflows, campaigns and human teams.
Customer Context Is Scattered Across Conversations Instead of Organized Around the Customer
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The Same Person Looks New on Every Channel
A customer can message, email and return later while the team still sees separate interactions instead of one relationship.
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Important Details Stay Buried in Conversation History
Requirements, preferences, status and prior actions are hard to use when they exist only inside old message threads.
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Teams Re-Ask Questions the Business Already Knows
Sales, support and operations collect the same information again because useful context is not easily available at the next interaction.
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Customer Segments Become Detached From Real Conversations
Marketing or lifecycle groups are less useful when they are not connected to the contact information and conversation activity the team is already managing.
Organize customer context around the relationship, not the channel
Create or Associate the Contact
Keep supported customer information linked to the relevant contact record in ZinQ.
Connect Available Conversation History
Associate the supported customer conversations and activity that belong with that contact where the configuration allows it.
Add the Fields Your Operation Needs
Use implemented custom fields or profile attributes to keep useful business context structured.
Use Context in Segments + Workflows
Make relevant contact information available to supported customer segments, AI Agents, Workflows and human teams.
What Contacts & CRM keeps connected
Our return window is 30 days from delivery.
Source: Policy.pdfCustomer Profiles
Organize supported customer information around a contact instead of leaving it only inside channel-specific threads.
Conversation History
Keep available interaction history connected to the relevant customer profile where the supported configuration allows it.
Custom Fields
Store the structured customer context your business needs for qualification, service, segmentation or workflow decisions.
Customer Segments
Use supported contact data to create relevant groups for lifecycle communication and campaign workflows.
Conversations are just the beginning
AI Agents, Knowledge Base, CRM, Workflows, Analytics and more — all in one platform. Everything your team needs to own the customer conversation, end to end.
One AI Agent for Every Industry
Keep ecommerce context with each customer
Connect product, order and support conversations to the relevant shopper profile so teams and workflows can use the available customer context.
- Shopper profile
- Order history
- Product interest
- Support context
- Unified Shopper Record
- Order Timeline
- Commerce Attributes
- Audience Segment
Keep patient context with each contact
Connect approved service, appointment and administrative conversations to the relevant patient profile so staff and workflows can use the available context.
- Patient profile
- Appointment history
- Service interest
- Administrative context
- Unified Patient Record
- Appointment Timeline
- Service Attributes
- Staff Context
Keep property context with each prospect
Connect listing, requirement and viewing conversations to the relevant prospect profile so property teams and workflows can use the available context.
- Prospect profile
- Property interest
- Viewing history
- Team context
- Property Prospect Profile
- Viewing Timeline
- Requirement Fields
- Property Team Context
Keep banking context with each customer
Connect permitted product, service and process conversations to the relevant customer profile so specialists and workflows can use the available context.
- Customer profile
- Product interest
- Service history
- Specialist context
- Banking Customer Profile
- Service Timeline
- Permitted Attributes
- Assigned Specialist View
Keep insurance context with each customer
Connect approved policy, quote and service conversations to the relevant customer profile so advisors and workflows can use the available context.
- Customer profile
- Policy / quote interest
- Service history
- Advisor context
- Insurance Customer Profile
- Policy Timeline
- Service Attributes
- Advisor View
Keep travel context with each customer
Connect trip, reservation and service conversations to the relevant traveller profile so staff and workflows can use the available context.
- Traveller profile
- Trip interest
- Booking history
- Service context
- Unified Traveller Record
- Booking Timeline
- Trip Attributes
- Staff Context
Keep automotive context with each customer
Connect vehicle, test-drive and service conversations to the relevant buyer or owner profile so teams and workflows can use the available context.
- Buyer / owner profile
- Vehicle interest
- Booking history
- Team context
- Unified Buyer / Owner Record
- Vehicle Timeline
- Service Attributes
- Shared Team View
Keep SaaS context with each account
Connect product, demo, onboarding and support conversations to the relevant user or account profile so teams and workflows can use the available context.
- User / account profile
- Product interest
- Demo / onboarding history
- Support context
- Unified Account Record
- Product Timeline
- Account Attributes
- Team Context
It organizes supported customer profile information, conversation history, custom fields and segments so AI Agents, Workflows and human teams can use relevant customer context.
Where channel data and the implemented identity/contact configuration support it, available conversations can be associated with the relevant contact record. Do not assume automatic identity resolution in every setup.
Custom fields are part of the approved Contacts & CRM Platform model. Exact field types and controls depend on the implementation.
Yes. Supported contact information can be used with Campaigns & Segments according to the implemented segmentation capabilities.
Not necessarily. ZinQ can manage conversation-focused customer context and can connect with approved external CRM systems through Integrations. The system-of-record design depends on your implementation.
Connect Everything You Already Use
Connect Contacts & CRM with approved external customer systems so conversation context can stay useful without forcing the business to abandon the CRM or customer database it already relies on.
