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AI Customer Intelligence

Know every customer, and who to call next

Customer 360 keeps every call, message, quotation and invoice on one timeline. Ask Selfeey answers questions about your own data, and the AI Business Analyst explains what the numbers mean.

  • Every call, message, quotation and invoice on one timeline
  • Ask a question in plain words, get the answer from your data
  • Segments, reports and a data explorer for the rest
One timeline
every touch with a customer, in order
Data-grounded
answers read from your own workspace
Source-stamped
every lead keeps the source it came from

Capabilities

Everything inside AI Customer Intelligence

Customer 360

One page per customer: calls with transcripts, WhatsApp conversations, quotations, invoices, tickets and notes, in order.

Ask Selfeey

Ask about today's numbers, revenue trends or the lead funnel, and get the answer read from your workspace, never invented.

AI Business Analyst

Ask what the numbers mean and read a plain-English answer, with the figures and records behind it.

Segments

Saved segments such as quoted but not closed, refreshed from your data and usable as campaign audiences.

Reports library

Sales, marketing and ads, support, AI calls, billing and team reports, a business overview, and CSV export.

Data explorer

The question the reports do not answer, asked of your own records.

In the product

The screen you work in

The AI Business Analyst screen in Selfeey: a box to ask about sales, customers, marketing, support, calls or billing, with suggested questions and how to read the answers.
Reports › Predictive Analytics (the AI Business Analyst)

AI Inside

What the AI does. What you decide.

  • Answers come from your own data, with the figures behind them
  • The AI Business Analyst reads every figure from your records and never makes one up
  • Every AI call's summary and outcome lands on Customer 360

FAQ

Common questions

More leads, more sales, with AI that calls, messages and follows up

Start a 15-day free trial of the AI Sales & Marketing platform, or see Selfeey configured for your business in a 30-minute demo.

Hard-capped trial allowance · Cancel anytime before day 15 · Approval within one business day