What’s New In AiTrillion

What’s New

Your support team can now click on a customer’s name directly in the WhatsApp chat to view their profile and order history. All customer information is accessible without leaving the conversation or switching to another system.

Why This Matters

Currently, when a customer messages about an order or issue, your support team has to switch between WhatsApp and your CRM or Shopify admin. They search for the customer, find their order history, and switch back to WhatsApp. This context-switching costs time and loses critical information.

The challenge: Each system switch takes 2+ minutes. Multiply that by 50+ messages per day and you’re losing hours every week. Beyond the time cost, responding without context means your team gives generic answers instead of personalized ones. A long-time customer gets the same generic response as a first-time buyer.

The solution: Customer context is immediately available in WhatsApp. One click shows profile information, purchase history, and order status. Your team responds with full context instantly — no system switching, no lost information.

What You Can Do

• View contact information — See email, phone, country, and customer tags instantly
• Check lifetime value — Understand immediately if they’re a valued repeat customer or first-time buyer
• Review recent orders — Access their last 5 orders with status, dates, and order values
• Access purchase history — View complete transaction record without leaving WhatsApp
• Make informed responses — Reply with personalized context instead of generic answers

Who This Is For

• Support teams handling high volumes of WhatsApp messages daily who need quick access to customer context.
• Brands with repeat customers where understanding purchase history leads to better service and stronger customer relationships.
• Stores without dedicated CRM tools that need customer information without managing another system.

How to Get Started

1. Go to WhatsApp Settings → Customer Context
2. Enable customer profile visibility — Turn on customer profile display for WhatsApp conversations
3. View profiles on incoming messages — Your team will see customer profiles when messages arrive
4. Click customer names — Access full profile and order history directly from chat

Questions?

Reach out to our support team.

Chat with us | Book a demo | Contact support

Kb link – https://docs.aitrillion.com/portal/en/kb/articles/manage-whatsapp-conversations-with-team-inbox

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