AI customer sentiment tracking changes how you think about relationships. Traditional CRMs store contact information and transaction history - useful, but static. The Customer Management screen goes further by analyzing every conversation to determine how customers actually feel.
This matters enormously for service businesses. A customer with three bookings and negative sentiment is a liability. A customer with one booking and positive sentiment is an advocate waiting to happen.
Every call your voice agent handles feeds into the sentiment analysis. Tone of voice, word choice, response patterns - the AI processes these signals automatically.
Customer Summary Statistics
Total Customers
Complete count of everyone in your database.
10 CustomersVIP Customers
Premium members identified by spending or designation.
0 PremiumHappy Customers
Positive sentiment based on conversation analysis.
1 PositiveProblem Customers
Flagged accounts requiring attention.
0 Need AttentionTotal LTV
Aggregate Lifetime Value across all customers.
$480 TotalAverage LTV
Mean lifetime value per customer.
Avg: $48Customer Segment Filter Tabs
All Customers
Unfiltered view of every record sorted by recency.
VIP Customers
Filter to premium/VIP designated accounts only.
High Value
Customers exceeding LTV threshold automatically identified.
At Risk
Showing signs of churn for prioritized outreach.
Recent
Interactions within the last 7-30 days.
Inactive
No activity beyond defined threshold.
AI-Powered Sentiment: Every conversation is analyzed for emotional tone. The AI detects frustration, satisfaction, confusion, and urgency - automatically categorizing customers so you can prioritize appropriately.
Customer Table Information
Customer Name and Avatar
Full name with color-coded initials.
Contact Information
Phone and email with preference indicator.
Lifetime Value
Total revenue from this customer across all bookings.
Interactions Count
Total touchpoints: calls, SMS, emails combined.
Sentiment Status
AI-determined emotional state: Neutral, Happy, or Frustrated.
NeutralLast Contact
Relative timestamp of most recent interaction.
Customer management with AI sentiment tracking represents a fundamental shift. Instead of static databases, you have dynamic profiles that evolve with every conversation.
For businesses built on experiences and relationships, this visibility is invaluable. The Customer Management screen transforms data into relationship intelligence.
Frequently Asked Questions
How does the AI determine customer sentiment?
The AI analyzes word choice, tone patterns, response timing, and conversation outcomes after each interaction.
Can I manually override the AI sentiment assessment?
Yes, manual overrides are available and persist until new interactions outweigh the setting.
How is customer lifetime value calculated?
LTV sums all confirmed booking revenue attributed to that customer including party members.
What triggers At Risk status?
Declining sentiment, payment failures, complaints, or extended inactivity after previous engagement.
Can I export customer data for email marketing?
Yes, exports support CSV format compatible with major email platforms.
How do I merge duplicate customer records?
The Merge function combines records while consolidating all interaction history.