What can I store in a Customer Profile in Mr. AI?
You can store the primary and additional phone numbers, email, social links, preferred contact method, speaking style, business type, and internal notes. Archiving a profile does not remove its linked chat history.
- Keep one profile per customer when possible.
- Review duplicate warnings before adding an existing number.
- Use structured fields for operational facts and Notes for internal context.
Create or update a customer profile
- 1
Open Clients and Customer Profiles, then search before creating a new profile.
- 2
Add the primary phone, then additional numbers, email, and social links when available.
- 3
Set contact preference, speaking style, and business type when useful to the team.
- 4
Write clear internal notes that are not sent to the customer.
- 5
Save and review the linked conversation to confirm the correct profile is used.
Review regularly
- Old or unused phone numbers and links.
- Duplicate profiles created from different channels.
- Notes that have become outdated or inaccurate.
- Archived profiles the team needs to display again.
Frequently asked questions
Does archiving delete conversations?
No. The profile can leave the active list while its linked chat history remains available.
Why does an existing-phone warning appear?
The system is preventing a duplicate profile. Search for and update the existing profile.
Can customers see internal profile notes?
Profile notes organize internal team work and are not automatically sent to the customer.