Bound customer contextLooks something up
Finds the account linked to this chat. A customer code typed in the message is ignored.
What the agents can do
Each action does one fixed job. It uses the customer record, the company documents, or the draft already in the conversation. It does not invent an answer. Nothing on this page sends WhatsApp.
During a customer chat
Customer profileLooks something up
Reads one masked profile for the customer already on this conversation.
Customer account dataLooks something up
Reads the linked customer's trades (buy and sell), demat account, holdings and broking account. Codes are masked.
Search company knowledgeLooks something up
Looks up verified company documents for the question. If nothing matches, it says so instead of guessing.
Recheck a cited passageLooks something up
Checks that a cited passage is still the published version before it is used.
List company documentsLooks something up
Lists the company documents that have been ingested.
When someone is new from an event
Load visitor enquiryLooks something up
Opens the event enquiry already started from this chat. A typed customer code is ignored.
Not used by a live agent
Save visitor enquiryRecords a change
Saves only the details the visitor just gave. It does not open a brokerage account.
Not used by a live agent
Record a callback requestRecords a change
Notes a request for a call. It does not promise that someone is free, and it does not assign an employee.
Appointment linkLooks something up
Shows the booking link when one is set up. Otherwise it says there is no link.
Not used by a live agent
Event enquiriesLooks something up
Lists masked event enquiries.
Not used by a live agent
When inviting a quiet customer back
Check reactivation filtersLooks something up
Checks that the campaign filters still match the request. If a filter was dropped, selection stops.
Not used by a live agent
Select quiet customersLooks something up
Chooses customers who match the checked filters. A practice customer is not someone we can message for real.
Not used by a live agent
Search inactive customersLooks something up
Searches inactive customers by the stated filters.
Not used by a live agent
Customer segmentsLooks something up
Lists customer segments.
Not used by a live agent
Trading summaryLooks something up
Reads a trading summary for the account already on this conversation.
Market notesLooks something up
Loads practice market notes that are already stored. It does not invent any.
Not used by a live agent
Engagement notesLooks something up
Reads engagement opportunities that are already stored.
Not used by a live agent
Reactivation campaignsLooks something up
Lists simulated reactivation campaigns. It does not send WhatsApp.
Not used by a live agent
Simulated reactivation flagLooks something up
Checks whether a simulated reactivation is already recorded. It does not send WhatsApp.
Not used by a live agent
Other actions
Dashboard countsLooks something up
Reads dashboard counts.
Not used by a live agent
Demo personasLooks something up
Lists synthetic demo personas. No email or mobile.
Not used by a live agent
Relationship managersLooks something up
Lists relationship manager names and customer counts. No email or mobile.
list rm meetingsLooks something up
Read RM meeting tickets and calendar entries. Phones are masked.
Not used by a live agent
schedule rm meetingLooks something up
Book a 30-minute meeting with the customer's RM (or the least-loaded RM) on the demo RM calendar. Returns ticket, RM, time and a demo link.