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.

Request a demo Explore the product

Product-faithful workflowUnified inbox

Recent conversations

Amara Joseph

Appointment moved to 2:30 PM

Now

Rohan Kumar

Order confirmation received

18m

Nila Services

Human follow-up requested

41m

Amara Joseph

Customer since 2024 · SMS

Resolved

Can I move tomorrow’s appointment to the afternoon?

Customer context found

Upcoming appointment · Tue, 10:30
Assigned team · Koramangala

PeopleTide agentI can help with that. There are openings at 2:30 and 4:00. Which works better?

2:30 works for me. Thank you!

PeopleTide agentYou’re all set — your appointment is now tomorrow at 2:30 PM.

Conversation completed · Appointment updated

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.

Know

Bring identity, history, and context together.

Reach

Start the right conversation on the right channel.

Respond

Let agents handle routine work and prepare the next move.

Hand off

Escalate with context, ownership, and a clear reason.

Complete

Record the appointment, order, task, or outcome.

See the complete operating model

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.

Learn More

Product-faithful workflowUnified customer record

Kavya Menon

Returning customer · Phone

Active

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.

Learn More

Illustrative configured workflowIdentity-gated records lookup

Matched customer context

Priya ShahCustomer record matched

Request: Lab report status
Identity: Verification required
Connected system: Laboratory database

Are my reports ready yet?

Customer matched · Identity verification required

PeopleTide agentHi Priya — I can check that. Before I access the reports, I’ll send a secure text message with a one-time code to the mobile number on your record. Please reply here with the code to confirm your identity.

482 916

Identity confirmed · Authorized records retrieved from configured medical database

PeopleTide agentThank you. I found lab tests for you and your daughter, Anya, in the connected laboratory system. Both reports are available and will be shared once the laboratory completes verification.

Reports located · Laboratory verification pending

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.

Learn More

Illustrative configured workflowPost-visit follow-up

Completed visit

Priya ShahFollow-up due

Trigger: Visit completed yesterday
Concern path: Route to care team
Positive path: Thank customer + optional review

PeopleTide agentHi Priya — I hope your visit went well. Do you have any concerns, and were you satisfied with your experience?

Everything went smoothly. I’m very satisfied. Thank you.

Positive feedback received

PeopleTide agentWe’re glad to hear that. Thank you for choosing us. If you have a moment, would you be willing to share your experience in a Google review?

Share a Google review

If a customer raises a concern, PeopleTide routes it to the responsible team instead of requesting a 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.

Learn More

Illustrative configured campaignTargeted customer outreach

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

Configured channelWhatsApp

Arjun SharmaAnnual maintenance due

You are due for the annual maintenance of your Air Conditioner. Avail our exclusive discount of 30% by using the code PROMO9 when you complete your booking today.

184 recipientsAudience reviewed

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.

Learn More

Know

Bring identity, history, and context together.

Reach

Start the right conversation on the right channel.

Respond

Let agents handle routine work and prepare the next move.

Hand off

Escalate with context, ownership, and a clear reason.

Complete

Record the appointment, order, task, or outcome.

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.

Learn More

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.

Learn More

PeopleTide Phone call history — Missed call to agent follow-upPeopleTide Phone + CRM agent

Governance and control

Keep responsibility clear across automated and human actions.

Access, channel rules, automated work, and human ownership remain explicit parts of the customer operation.

Tenant separation and permissions

Channel and consent rules

Human escalation and ownership

Explore trust and control

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