Intelligence
ChatGPT
Draft a more personal starting point for customer outreach, then review and refine the wording before using it.
Useful for
Preparing follow-up messages after a visit or product inquiry.
Connected workflows
Keep customer context moving with your team.
IntentTracker connects the tools behind communication, product data, and store operations so associates spend less time transferring information and more time serving customers.
The tools behind the relationship
Connect a workflow, not just an account.
Start with the customer information and communication your team uses most, then identify which connections support that work.
Messaging
Twilio
Bring SMS into the follow-up workflow when a short, timely message is the right way to reach a customer.
Useful for
Coordinating the next conversation when a requested piece becomes available.
Retail operations
The Edge
Bring customer data and sales history from The Edge into the relationship picture your associates use.
Useful for
Reviewing prior purchases alongside current product interests.
Email
Gmail
Connect relevant Gmail correspondence to the customer record so email can inform the next conversation.
Useful for
Picking up a product inquiry with the earlier correspondence in view.
Email
Outlook
Keep relevant Outlook correspondence alongside the customer’s other relationship activity.
Useful for
Preparing for an appointment with the conversation history close at hand.
Data
Excel
Use structured imports and exports to move between spreadsheets and store workflows.
Useful for
Preparing existing records for import or working with exported reporting data.
Beyond standard connections
Build around the way your business works.
Extend IntentTracker with custom integrations, API access, and connected sign-in workflows.
Connect your own systems.
Bring us the workflow you want to connect, whether it involves an internal application, a retail system, or a reporting process. We can review the data and configuration needed for your integration.
Put product capabilities to work.
IntentTracker provides APIs for working with customer and related business records. Discuss the endpoints, authorization, and access permissions your development team needs.
Connect application access.
OAuth and OpenID Connect support authorized application connections. For single sign-on requirements, we’ll review your identity provider and the configuration needed for your environment.
Planning your setup
Bring your systems. We’ll talk through the fit.
Setup depends on your accounts, available data, and the workflow you want to support. In a demo, we can review:
- The systems your team uses and who manages access
- The customer records, sales history, or communication you want to connect
- What needs to be configured or prepared before your team starts
Your workflow is unique
Talk to us →Let’s map the connections that matter.
We’ll discuss your current systems and the best path into IntentTracker.