TodayAppointment confirmed
Customer selected Thursday afternoon.
First-party app · Customer relationships
Available capabilitiesCustomer context and the work that follows.
Keep customer history, conversations, follow-up, and service work connected. Use practical agents for routine conversations and repeatable steps, with your team responsible for decisions and handoffs.
Available in PeopleTide CRM
Seven capabilities for connected customer operations.
Start with the customer record, continue through the conversation, and keep every handoff and outcome visible.
01 · Unified customer history
Give every customer interaction the context it needs.
Keep contacts, conversations, activity, tasks, and outcomes together in one customer record.
- Keep customer identity, conversations, and activity connected.
- See active tasks, appointments, orders, and recorded outcomes in context.
Kavya Menon
Returning customer · Phone
Current customer record
- Upcoming visit
- Thursday · 3:00 PM
- Open task
- Pre-visit confirmation
- Owner
- Service team
Recent activity
YesterdayFollow-up assigned
Pre-visit task added for the service team.
Previous outcomeService completed
The completed visit remains in the customer history.
02 · AI customer conversations
Move routine customer conversations forward with context.
Use an AI conversation engine to understand intent, prepare replies, and move routine enquiries forward.
- Interpret customer intent within the current conversation.
- Prepare contextual replies using the available customer history.
Matched customer context
Priya ShahCustomer record matched- Request
- Lab report status
- Identity
- Verification required
- Connected system
- Laboratory database
03 · Missed-call recovery with PeopleTide Phone
Turn a missed call into the next conversation.
Pass an unanswered call from PeopleTide Phone to an agent that can identify the customer and begin a configured follow-up.
- Capture an unanswered call in PeopleTide Phone.
- Transmit the call event to the CRM and match the caller.
01 Phone
Missed call10:38 AM · unanswered
The unanswered call is captured in PeopleTide Phone.
02 Event sent
Call event received
Caller matchedNisha Rao- Outcome
- Missed
- Time
- 10:38 AM
- Open interest
- Second location
Sent to follow-up agent
The CRM receives the event and matches the caller to the available record.
03 Agent follows up
PeopleTide agentConversation initiated
Missed call received · customer matched
The agent starts the conversation and turns the reply into a clear next step.
04 · Proactive customer follow-up
Follow up while the experience is still fresh.
Check in after a completed visit, respond to feedback, and move the right next action forward.
- Start a timely check-in after a completed visit.
- Route concerns to the responsible team for human follow-up.
Completed visit
Priya ShahFollow-up due- Trigger
- Visit completed yesterday
- Concern path
- Route to care team
- Positive path
- Thank customer + optional review
05 · Targeted customer outreach
Reach the right customers.
Create relevant outreach for selected customer groups based on their service history and current needs.
- Build an audience from service dates and customer attributes.
- Send a targeted message through a configured business channel.
Audience
Annual AC maintenance dueSaved customer segment
- Service
- Air conditioner
- Last maintenance
- 11–13 months ago
- Customer status
- Active
184customers matched
Based on current service records
06 · Automation with human handoff
Automate repeatable steps without losing human ownership.
Automate repeatable steps while keeping ownership, escalation, and final decisions with your team.
- Run repeatable actions inside configured workflow rules.
- Escalate when confidence, policy, or customer preference requires a person.
Explanatory flow — not a product screenshot
New enquiryWeb form
Agent respondsUses customer context
Needs a person?Rules + confidence
Owner takes overFull context included
07 · Appointments, orders, and outcomes
Turn customer conversations into completed outcomes.
Connect conversations to the appointment, order, task, or service outcome that completes the work.
- Connect a conversation to the work it creates.
- Record appointments, orders, tasks, and service outcomes.
Configuration and availability
Connect the channels your workspace supports.
CRM capabilities are available with workspace setup. Channels and connected workflows depend on configuration and provider support. Connect WhatsApp where the channel has been enabled and configured for the workspace.
Current connections and future directionStart with your workflow
Explore PeopleTide CRM with our team.
CRM capabilities are available with workspace setup. Channels and connected workflows depend on configuration and provider support.
Request a CRM demo