Customer Profile — The Complete Picture of Every Lead
Aggregated real-time intelligence for your sales pipeline.
1. What Problem Does It Solve?
Instead of having data scattered across spreadsheets, chat logs, and manual notes, the Customer Profile Worker continuously aggregates and standardizes every piece of intelligence about a lead into one unified, readable dashboard.
2. The Central Hub of Intelligence
Think of this profile as a living document. It automatically stores the hard facts found by the Lead Agent alongside the psychological intent scores generated by the Insight Agent and the company background from the Research Agent. It also tracks which items from your Product Catalog this specific customer has shown interest in.
3. How Data Flows Outward
This consolidated profile is what allows the Coach Agent to craft highly customized replies. Because the profile is constantly updated, you can always ask InZi a question like, "What does Rahul want, and how close is he to buying?" and get a perfect summary based on this exact profile.