Know
Bring identity, history, and context together.
Agentic CRM for customer operations
Unify customer context. Automate the work that follows.
PeopleTide gives service businesses a shared customer memory and practical AI agents that can respond, route, and follow through—with people in control.
Nisha Rao
Customer conversation
We’re opening a second location. Can someone help us find the right plan?
CustomerCustomer context, connected
- Current plan
- Business
- Interest
- Second location
- Route to
- Customer team
PeopleTide agent
Of course, Nisha. I’ve shared your current plan and your expansion request with our customer team. They’ll help you find the right fit.
Assigned to Customer team
Conversation and account context included
Illustrative workflow
- Understand
- Respond
- Hand off
Built for enquiries, appointments, orders, repeat customers, and service handoffs.Customer context, automated action, and human ownership in one operating model.
How it works
One connected path from enquiry to completed outcome.
PeopleTide keeps customer context connected while conversations, routine actions, handoffs, and outcomes move forward.
Available in PeopleTide CRM
Seven capabilities for connected customer operations.
Start with the customer record, continue through the conversation, and keep every handoff and outcome visible.
01 · Unified customer history
Give every customer interaction the context it needs.
Keep contacts, conversations, activity, tasks, and outcomes together in one customer record.
- Keep customer identity, conversations, and activity connected.
- See active tasks, appointments, orders, and recorded outcomes in context.
Kavya Menon
Returning customer · Phone
Current customer record
- Upcoming visit
- Thursday · 3:00 PM
- Open task
- Pre-visit confirmation
- Owner
- Service team
Recent activity
TodayAppointment confirmed
Customer selected Thursday afternoon.
YesterdayFollow-up assigned
Pre-visit task added for the service team.
Previous outcomeService completed
The completed visit remains in the customer history.
02 · AI customer conversations
Move routine customer conversations forward with context.
Use an AI conversation engine to understand intent, prepare replies, and move routine enquiries forward.
- Interpret customer intent within the current conversation.
- Prepare contextual replies using the available customer history.
Matched customer context
Priya ShahCustomer record matched- Request
- Lab report status
- Identity
- Verification required
- Connected system
- Laboratory database
03 · Proactive customer follow-up
Follow up while the experience is still fresh.
Check in after a completed visit, respond to feedback, and move the right next action forward.
- Start a timely check-in after a completed visit.
- Route concerns to the responsible team for human follow-up.
Completed visit
Priya ShahFollow-up due- Trigger
- Visit completed yesterday
- Concern path
- Route to care team
- Positive path
- Thank customer + optional review
04 · Targeted customer outreach
Reach the right customers.
Create relevant outreach for selected customer groups based on their service history and current needs.
- Build an audience from service dates and customer attributes.
- Send a targeted message through a configured business channel.
Audience
Annual AC maintenance dueSaved customer segment
- Service
- Air conditioner
- Last maintenance
- 11–13 months ago
- Customer status
- Active
184customers matched
Based on current service records
05 · Appointments, orders, and outcomes
Turn customer conversations into completed outcomes.
Connect conversations to the appointment, order, task, or service outcome that completes the work.
- Connect a conversation to the work it creates.
- Record appointments, orders, tasks, and service outcomes.
06 · Automation with human handoff
Automate repeatable steps without losing human ownership.
Automate repeatable steps while keeping ownership, escalation, and final decisions with your team.
- Run repeatable actions inside configured workflow rules.
- Escalate when confidence, policy, or customer preference requires a person.
Explanatory flow — not a product screenshot
New enquiryWeb form
Agent respondsUses customer context
Needs a person?Rules + confidence
Owner takes overFull context included
07 · Missed-call recovery with PeopleTide Phone
Turn a missed call into the next conversation.
Pass an unanswered call from PeopleTide Phone to an agent that can identify the customer and begin a configured follow-up.
- Capture an unanswered call in PeopleTide Phone.
- Transmit the call event to the CRM and match the caller.
01 Phone
Missed call10:38 AM · unanswered
The unanswered call is captured in PeopleTide Phone.
02 Event sent
Call event received
Caller matchedNisha Rao- Outcome
- Missed
- Time
- 10:38 AM
- Open interest
- Second location
Sent to follow-up agent
The CRM receives the event and matches the caller to the available record.
03 Agent follows up
PeopleTide agentConversation initiated
Missed call received · customer matched
The agent starts the conversation and turns the reply into a clear next step.
See it with your workflow
See how PeopleTide CRM supports your customer operations.
Tell us how enquiries, calls, appointments, and handoffs work in your business. We’ll show you the relevant parts of PeopleTide CRM.
Request a demo