Sales & accounts
From the products you sell, the offer that fits a customer next, why it fits, and what was ruled out.
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Customer overview
Morgan Ellis
Premium membershipActive
Linked to 4 sample records
Sales & accounts
Everything your records hold about one customer, from messages to payments to bookings, newest first, each one press away.
Example question“Everything about Morgan Ellis”
Example on fictional sample data
See this use caseCustomers who still need help
Customer support
Read calls, chats and emails, and see who is still waiting for help, which callbacks are overdue and what was promised.
Example question“Which customers still need help?”
Example on fictional sample data
See this use caseMembership policy
“A member may cancel within 14 days of renewal for a full refund.”
Membership policy · Section 2
Knowledge & documents
Find the policy or contract passage that answers, and open the source behind the answer. When the documents do not say, it says so.
Example question“Can a member cancel after renewal?”
Example on fictional sample data
See this use caseSperiential answers questions about your business records and shows the records behind each answer. When your records do not answer a question, it says what is missing.
Choose a use case. Try it with sample data. Check the evidence behind the result.
Try the UI BenchTalk to us about your businessNo data upload needed to explore.