AI · Appointments
Status:LiveLive in IBIOS and in use at Isabella Bathrooms. Part of IBIOS, rolling out to founding members.
Know the customer’s history before every appointment
Customer briefings are an IBIOS AI feature that summarises a customer’s history before an appointment, so your team walks in knowing what was said and done. The briefing comes from the records IBIOS already holds on that customer. It is live in IBIOS and in use at Isabella Bathrooms, and part of IBIOS, rolling out to founding members.
Who it is for: Showroom consultants, sales teams and anyone who picks up a customer another colleague spoke to last, and does not want to ask the same questions twice.
Key facts about Customer briefings
Checked . Status as at that date.
- Product
- Customer briefings, made by IBIOS Limited
- Status
- Live. Live in IBIOS and in use at Isabella Bathrooms. Part of IBIOS, rolling out to founding members.
- Name
- Customer briefings, powered by IBIOS AI
- Status
- Live in IBIOS, in use at Isabella Bathrooms. Part of IBIOS, rolling out to founding members
- What you get
- The customer’s history summarised before an appointment
- Where it comes from
- The records IBIOS already holds on the customer
- Part of
- IBIOS call intelligence
- Availability
- Early access by waiting list. There is no free trial.
What Customer briefings does today, and what is coming
Today
- The customer’s history summarised before an appointmentLive
Coming
What is a customer briefing?
Before an appointment, you want to know who is coming and what has already been said. A customer briefing is a short summary of that history, written by IBIOS AI from the customer record. It saves reading a long trail before the customer arrives.
Where does the history come from?
From records IBIOS already holds. That includes reports from your recorded calls, which are part of call intelligence and meetings and call reports. Nobody has to write the briefing by hand.
The briefing is about the job, not the person. IBIOS does not score customers or staff.
How does it fit with the appointment itself?
The briefing helps before the visit. During the visit, Appointment Smart Notes can record the conversation, with the customer asked first, and put the notes on the same customer record.
How customer briefings work in IBIOS
Open the appointment
Open the appointment or the customer in IBIOS before the visit.
Read the briefing
IBIOS AI shows a summary of the customer’s history from the records IBIOS holds.
Go in prepared
Walk in knowing what was said and done, and pick up where the last conversation left off.
Join the waiting list for up to 15% off at launch
People who join the waiting list before launch can get up to 15% off their first 12 monthly payments, or a discount on their first annual payment (the percentage is confirmed before launch). After the first year, standard pricing applies. The discount depends on the plan.
No payment is taken to join. You can leave at any time. Read the offer terms.
Questions people ask
What is a customer briefing?
It is a short summary of a customer’s history, written by IBIOS AI from your own records, shown before an appointment.
Where does the information come from?
From records IBIOS already holds on the customer, including reports from your recorded calls.
Does IBIOS score the customer?
No. The briefing is about the job. IBIOS does not score customers or staff.
Is customer briefings available now?
It is live in IBIOS and in use at Isabella Bathrooms. It is part of IBIOS, rolling out to founding members. Join the founding group or book a demo and we will tell you when it reaches you.
Does it need Appointment Smart Notes?
No. Customer briefings work from the records IBIOS holds. Appointment Smart Notes is a separate feature that puts the notes from a visit on the customer record.
Want Customer briefings in your business?
Register your interest in the IBIOS founding group. No payment, no commitment. IBIOS runs Isabella Bathrooms today, and founding members get early access as we roll out.
Register your interest