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Customer Profiles

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Customer Profiles stores all your customer information in one place and activates it within the Infobip products and solutions that you are using.

It continuously supplies the information you need for behavior-based interactions with customers. It also supports conversations through contact centers or chatbots, to help you build a meaningful customer journey.

Customer Profiles supports the following:

  • Person and company profiles for managing individual customers and business accounts
  • Dynamic segmentation based on attributes and behaviors for targeted communication
  • Event tracking across channels to power timelines, analytics, and automation
  • Data synchronization through API, Web SDK, Mobile SDK, and file imports
  • Custom facts that AI analysis extracts from customer conversations for Customer context, which turns conversation history into a reusable customer summary and facts

Get started with Customer Profiles

Start exploring Customer Profiles. Create your first profiles, import your data, and organize your audience for targeted communication.

First time using Customer Profiles?
Follow our step-by-step guide to understand the main profile types and start adding your data.

Import your data
Import person data from CSV, Excel, or text files to add customers in bulk.

Organize your audience
Create segments and apply tags to group profiles for targeted communication.

Track customer activity
Set up events to track customer activities across channels and use them for segmentation and automation.


AgentOS integration

Customer Profiles integrates with other AgentOS products. Profile data, segments, and events are available across the platform.

AI Agents AI Agents

AI agents use customer profile data to personalize responses and make context-aware decisions.

Automation Studio Automation Studio

Use segments and events to trigger journeys and personalize chatbot interactions.

Inbox Inbox

Access customer profiles and interaction history during conversations for personalized agent support.

Insights and Analytics Insights and Analytics

Analyze customer engagement patterns, audience reach, and interaction outcomes.


Explore Customer Profiles

Learn about each area of Customer Profiles, from person and company profiles to segments, tags, events, Customer context, and configuration.

Persons

View and manage individual customer, lead, and agent profiles with consolidated contact information, history, and attributes.

Companies

Group persons that belong to the same business with company profiles, domains, and associated person data.

Segments

Create dynamic lists of profiles based on attributes and behaviors for refined messaging and contextual targeting.

Tags

Organize your audience with static labels for grouping profiles by features or interests.

Events

Track customer activities for timelines, targeted communication, analytics, and segmentation.

Configuration

Customize your setup with custom attributes, computed attributes, custom facts, communication preferences, and sensitive data masking.


Features

Discover key features that help you manage, organize, and activate your customer data across the Infobip platform.

Data synchronization

Import and keep syncing data from your systems using file uploads, API, Web SDK, or Mobile SDK.

Customized profiles

Add customer preferences and actions to their profile with custom attributes for more tailored communication.

Audience segmentation

Segment your audience based on interests, attributes, and events for refined messaging and contextual targeting.

Duplicate management

Customer Profiles automatically merges profiles that share contact information to prevent duplicates and keep your customer base organized.

Do Not Contact list

Manage subscriptions automatically to avoid sending unwanted messages and comply with personal data regulations.

Computed attributes

Calculate attributes from the profile data and events you already have, for advanced segmentation and personalization.

Custom facts

Define the details AI analysis extracts from customer conversations, such as order or policy numbers, so agents have the correct context.


Additional resources

Explore more tools and documentation to help you plan, integrate, and support your Customer Profiles use case.

Essentials
Browse foundational guides for creating an account, managing users, setting up APIs, and ensuring connectivity in the Essentials hub.

Policies
Review data retention policies that apply when using Customer Profiles.

Support center
Browse troubleshooting guides and frequently asked questions in the Support center(opens in new tab).

Use case library
Explore real-world examples in our Use case library(opens in new tab) to inspire your implementation.


Ready to get started?

Set up Customer Profiles and bring all your customer data together in one place.




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