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Customer Context Dashboard

Know your customer before they say a word. Give agents instant access to purchase history, past tickets, and everything they need.

Present Situation

Agents start every conversation blind. 'Can I have your order number?' 'Let me look that up.' Customers repeat information they've already provided. VIPs are treated like strangers.

Root Problem

Customer data is siloed across systems. Agents can't access what they need quickly. Building context takes time that should go to resolution.

Impact of Inaction

Resolution time bloats with context-gathering. Customers feel unknown and undervalued. Agents can't personalize or prioritize effectively.

Current Cost

Time spent gathering context: 2-5 minutes per ticket. Customer frustration from repetition: satisfaction impact. Missed upsell/retention opportunities: revenue impact.

Expected Return

Provide instant customer context. Reduce average handle time by 20%. Enable personalized, informed support.

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