Captain Memories are pieces of information saved from customer conversations to provide context for future interactions. These memories enable personalized, efficient, and context-aware responses.
For example, if a customer mentions they have a team of 18 people or shares specific preferences, Captain will store this information. This allows your team to use these insights during future conversations to enhance the customer experience.
What Type of Information Does Captain Save?
Captain is designed to save details shared by customers that are relevant to providing personalized support. This may include:
• Customer preferences (e.g., preferred communication style or product preferences).
• Questions and recurring issues (e.g., “How do I manage users in the dashboard?”).
• Unique requirements (e.g., “Our team uses the Enterprise Plan and needs an API for integrations.”).
• Operational context (e.g., “Our team consists of 18 members”).
These details are automatically saved as notes in the customer’s profile, making them easily accessible for future reference.
Where Can I See a Captain-Generated Memory?
Captain-generated memories are stored in the Notes section of the customer dashboard, linked directly to the relevant customer. This ensures your team can access them anytime during conversations.
How to View Memories:
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Open the customer’s profile in the dashboard.
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Go to the Notes section, where all saved memories are organized with timestamps and context for easy reference.
