Documentation ›Channels: WhatsApp, Instagram, Telegram, website
Customer memory (cross-channel)
What it does: when ON, the AI recognizes returning customers across all your channels (calls, WhatsApp, Telegram). At the start of every call or chat it gets a short context card built from that contact's history, so it greets them by name and doesn't re-ask what it already knows.
What's on the card:
- Customer name (if known).
- Recent interactions with their AI call summaries.
- Open leads in progress.
- Upcoming appointments.
Built only from your own data — never from other businesses on the platform.
How to enable: Settings → "Customer memory (cross-channel)" checkbox. Default OFF — opt-in.
Good to know:
- The customer is matched by phone (caller ID / WhatsApp number). A Telegram user who hasn't shared a phone can't be matched yet, so no card.
- New customers get no card (nothing to remember yet) — that's normal.
- Fail-safe: building the card is capped at 1.5s and never blocks or breaks a call — if anything is slow, the session just proceeds without it.