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Customer Profiles
Customer Profiles is the customer data platform behind AgentOS. It keeps everything you know about a customer in one place and makes it available to agents, bots, journeys and analytics.
Customer Profiles is the customer data platform behind AgentOS. It keeps everything you know about a customer in one place and makes it available to agents, bots, journeys and analytics.
Persons & companiesLeads, customers and agents, grouped under company profiles.
SegmentsDynamic audiences that update as people meet or leave the criteria.
EventsTrack actions on your website, app and channels.
SyncAPI, Web SDK, Mobile SDK, file import and CRM integrations.
Profile types
| Type | Description |
|---|---|
| Lead | Contact details not yet verified; can be updated from many sources. |
| Customer | Verified through a trusted channel; changes require more steps to prevent unwanted updates. |
| Agent | Represents a support or service agent. |
| Company | Groups persons that belong to the same business. |
Get your data in
- Manual — Customer Profiles › Persons › Create person profile.
- File import — upload CSV, Excel or text files and map columns to attributes.
- API / SDK — keep profiles in sync automatically from your systems, website or app.
- Integrations — connect your CRM.
Organise and activate
- Segments — build from attributes (e.g. city) and events (e.g. item viewed); use them in Journeys and Broadcast. AI can suggest segment rules.
- Tags — static labels you apply and remove yourself.
- Events — custom events, prebuilt templates (e-commerce, banking), profile-change events and platform events from Journeys, Forms, Inbox and Chatbots.
- Configuration — custom attributes, computed attributes and communication preferences.
ImportantCustomer Profiles holds personal data. Only import what you need, record the lawful basis and WhatsApp opt-in for each contact, and honour opt-outs via the Blocklist. Phonovation can support your DPIA on request.