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See what Soosh remembers about a customer

Read the AI's notes on a customer before you reply, and correct them.

2 minutesAgents and team leadsUpdated

After a chat goes quiet, the AI notes what matters about the customer: what they want, promises your team made, questions not yet answered, and details like their city or size.

Before you start

Section titled “Before you start”
  • Customer memory turned on in Settings > Bot settings > AI assistant. Ask your admin if you don’t see it.

Read it

Section titled “Read it”

  1. Open the chat and click Contact info (the i icon) at the top.

  2. Scroll to Customer memory.

    Open in Soosh

It shows:

  • Next step: what to do for the customer now.
  • Where they are, like Ready to buy, and their mood, like Happy.
  • A short summary.
  • Open work: promises, open issues and unanswered questions, with when they’re due.
  • Details and Notes, like their city or what they prefer.

Correct it

Section titled “Correct it”
  • To mark open work as done, click the tick next to it (Mark as done).
  • To change or remove a detail or note, click ⋮ next to it and choose Edit or Remove. The AI won’t add a removed item back.
  • To keep an item exactly as it is, choose Pin. The AI won’t change it.
  • To add something, click ⋮ next to Customer memory and choose Add something to remember.
  • To update it now instead of waiting, click the refresh icon (Update from the latest messages).
Section titled “Related”