Their orders, their tickets, the pages they read this morning and the device in their hand. Answers come from the record, not from a knowledge base article that half applies.
Most CRMs are a filing cabinet you have to keep filling in. This one is written to by the agents, the storefront, the workflows and the books — so the record is the business, not a summary of it someone typed up afterwards.
3 fields on this record · written by Web form
Four fields and an IP address. At most companies this is where the record stops improving until a human gets to it — usually two days later.




