1
Step 01
Ask Your Question
User asks a question in natural language like 'Show me everything about customer ABC Corp'
Customer Intelligence
Customer 360 Query Agent
Ask any question about your customers in natural language and get instant, accurate answers from all your systems.
Workflow-specificHuman reviewTraceable decisions
Requested summary
›
Three active products, one open service issue, and a renewal discussion scheduled this month.ABC Corp · Relationship summary
Evidence attached6 sources
Configured around approved context, actions, and review.
The application
One application for a defined operating decision.
The Customer 360 Query Agent unifies customer data from CRM, core banking, support tickets, transactions, and other systems into a single AI-powered interface. Users can ask questions in natural language and get comprehensive answers instantly, eliminating the need to switch between multiple systems or wait for IT to build reports.
01
Answers natural language questions about any customer instantly
02
Aggregates data from CRM, banking systems, support tickets, and transactions
03
Provides complete customer relationship timeline and history
04
Identifies cross-sell and upsell opportunities based on customer profile
05
Surfaces risk indicators and relationship health scores
06
Generates customer summaries and briefings for meetings
How it works
A workflow with explicit inputs, actions, and review.
The application connects approved context to a controlled decision path, then records the outcome for review and improvement.
2
Step 02
Multi-System Search
Agent searches across all connected systems to find relevant customer data and interactions
3
Step 03
Data Synthesis
AI aggregates and synthesizes information from multiple sources into a unified view
4
Step 04
Insight Delivery
User receives comprehensive answer with insights, recommendations, and linked source data
In context
Example in Action
The workspace brings the request, relevant context, decision signals, and next action into one view.
Communication
Tell me about ABC Corp - their products, recent interactions, and any issues
Review findings
AI synthesizes data from 6 systems and provides comprehensive view:
- Relationship: Enterprise customer since 2019, $2.4M annual revenue, 3 products
- Recent activity: Loan renewal completed last month, new credit line request in progress
- Support: 2 open tickets - one pricing question (medium), one technical issue (resolved)
- Opportunity: Based on usage patterns, good candidate for treasury management services
- Risk flag: Payment delayed 15 days last quarter, monitor cash flow indicators
Outcome
Complete customer intelligence delivered in seconds instead of 30+ minutes of manual research
Designed for control
Controls follow the decision.
Permissions, escalation rules, review ownership, and audit records are configured around the workflow and its risk.
Approved context
The application uses selected data sources, policies, and instructions with clear owners.
Escalation by risk
Uncertain, exceptional, or high-impact cases move to the assigned reviewer.
Decision trace
Inputs, findings, actions, and review outcomes remain available for evaluation and audit.
Security and compliance foundation
✓SOC 2 Type II✓ISO 27001✓GDPR Compliant✓CCPA Compliant
- ↳Role-based data access respecting existing permissions
- ↳No customer data stored in AI system
- ↳Audit logging for all queries and data access
- ↳Compliance with data privacy regulations
Representative pilot
Test one representative workflow in four focused weeks.
The pilot uses representative inputs, actual review roles, and agreed measures before a production decision.
Week 01
Frame
Define the user, workflow boundary, source systems, review roles, and success measures.
Week 02
Configure
Connect representative context and configure the first decision and escalation path.
Week 03
Integrate
Place the application inside the selected workflow with permissions and telemetry.
Week 04
Pilot
Run with a controlled group, review results, and establish the production gate.
Measures we establish
Agree the measures before the pilot.
Baselines and targets are set with your team. Reported outcomes reflect results measured during the pilot.
Decision quality
Agreement with approved outcomes on representative cases
Cycle time
Time from request or input to an actionable result
Review load
Cases and effort requiring human intervention
Traceability
Decisions with complete context and review records
Fits the operating environment
Connect the systems that hold context and action.
The first implementation uses the smallest integration surface that can prove the workflow safely.
Relationship managersCustomer service agentsSales teamsAccount managers
SCSalesforce CRM
CBCore Banking Systems
STSupport Ticketing
TSTransaction Systems
MPMarketing Platforms
DWData Warehouses
Representative workflow
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See how the Customer 360 Query Agent can transform how your teams access and use customer information with natural language AI.
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