Business Problem
:
The AI Agent currently does not have access to internal comments. These comments often contain important contextual information from agents — such as workarounds, or customer-specific instructions — that are hidden from the customer but crucial for providing relevant support. Without access to this, the AI’s responses may lack accuracy or miss key insights that agents have already noted.
Desired Outcome:
Enable the AI Agent to securely access internal comments from the conversations (while keeping them invisible to the customer).
  • Understand the full context of a conversation.
  • Reference past agent-only notes for more relevant and consistent replies.
  • Reduce repetitive questions and improve resolution accuracy.
Use Case (All Lifecycle Phases)
  • Capture
    :
    AI uses internal comments to understand prior engagement context and avoid asking already-resolved questions.
  • Convert
    :
    Leverage internal notes like “customer prefers email contact” or “waiting for pricing approval” to tailor responses and drive conversion.
  • Retain
    :
    Reference notes such as “issue escalated before” or “offered workaround last time” to proactively address recurring concerns and enhance support continuity.