Customer Profiles

Understand the customer behind the conversation in Respond

Lexer takes a data driven approach to customer service - there are thousands of interesting interactions that happen daily, and we like to ensure that you’ve got access to as much of this data as possible so you can deliver a more personalized service. This article will help you unravel the data that is a Profile, so you can equip yourself for a richer engagement with a user.

Customer Profiles

Customer Profiles represent your customers and prospects, and are made up of Attributes. An Attribute is any fact we know about that customer, such as their name, age, or products purchased. Segment, Compare and Activate are Lexer tools that predominantly use Customer Profiles. Profiles leverage first party, to third party data, to fully represent a customer in the most human way in a customer service experience.

The Profile for a customer can be found when opening an engagement in Lexer.

Notes

Communicate with other Agents by leaving a note that will appear every time the identity pivot is opened for that customer. Notes can be used to inform and give internal context to customers, as well as be used to save important text for other agents to read. Notes on identities are not permanent, and are removed upon deletion.

Summary

The Summary pivot shows agents what the customer has shown an interest in. It summarizes all of the attributes we’ve applied to this identity, and displays them in a summary by category. Use this to quickly gauge interesting topics that your customer is interested in.

Attributes

The Attributes pivot allows you to further explore the data that describes a customer.

Utilizing public data, Lexer can help you get to know more about the humans that you’re serving. This data is displayed on each public social identity, and aims to describe the interests of a customer. There are over 12,000 different interests available for analysis.

History

The History pivot allows agents to understand a user’s total engagement content across multiple platforms, and multiple accounts.

The History pivot is used to understand the total context of a customer’s interactions, and allows agents to understand the total historical interaction history with this customer, as well as get an understanding of the time line of the customer’s interests.

Data inside the History pivot is ordered oldest (highest) to youngest (lowest), allowing an agent to scroll from the very beginning of this user’s customer service history, all the way to their current engagement. Along the way they will be able to see Lexer social interest attributes, and the dates they were triggered. If an interaction has been made with an integrated account, the agents will also be able to see messages to and from all integrated accounts - showing engagements from various social channels in one place.

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