Why does client context keep getting rebuilt by hand?
Client context gets rebuilt by hand because it lives in five places at once: WhatsApp, email, calls, a CRM and somebody's notes. Before every next action a person reassembles it. The fix is one record per client that every channel writes into, so the history is already assembled when someone needs it.
4 min
No. 01: How to stop rebuilding client context before every call
Stop rebuilding client context by giving each client one record that every channel writes into as things happen. WhatsApp threads, emails, call notes and CRM changes land in the same place, with dates and sources, so the history is already assembled when someone opens it. The coordinator reads one page and starts from the last promise made.
Where this leads
the systems and arguments this topic points atCompany BrainAgency OpsAt volumeRetrieval augmented generationWebhookHuman in the loop
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