CUSTOMER GRAPH
Remembers the customer and conversation context.
CampaignWise doesn't just store a lead's phone number. It understands intent, interest and urgency from the conversation itself, and keeps a single, connected record for every customer: who they are, what they've asked, and what should happen next.
- 9 things it handles
- 4 steps end to end
- 1 connected platform
What happens when it runs.
A typical workflow for Customer Graph. Your approved knowledge, rules and connections determine the exact steps.
A customer conversation happens on any channel
CampaignWise extracts who they are, what they want, and how urgent it is
The CRM record updates automatically, no manual data entry
The next best action is surfaced to the right person
Customer Graph, with a clear role.
This is a customer workspace built around conversations, not a giant enterprise CRM replacement. Less data entry. More customer understanding.
Review the knowledge, permitted actions, and connected tools with your team. The exact scope of your setup is confirmed during the walkthrough.
- Lead capture and qualification
- Intent detection and interest tagging
- Hot, warm, and cold lead classification
- Customer profiles: contact details, source, tags, status
- Unified conversation history across WhatsApp, voice and web
- AI-generated conversation summaries
- Activity tracking: appointments, trials, calls, payments, tasks
- AI insights: sentiment, key interests, recommended next action
- Human owner assignment
See Customer Graph in your customer journey.
Walk through your customer journey with us. We’ll confirm the knowledge, workflows, and connections your setup needs.