Unified Customer View
One customer. Every insight.
Better support.
Bring together conversations, orders, tickets, payments, profile, preferences and activity in one place—so your team has complete context to deliver personalized, faster and more effective support.

The impact of unified customer view
Trusted by growing businesses
With Unified Customer View from Telvanta.ai, our agents see the whole story and deliver support that truly delights customers.
Niraj PoudelHead of Customer Support,InfoTech SolutionsHow Unified Customer View works
1. Collect Data
Data from all channels and systems is connected in real-time.
2. Unify & Organize
Customer data is cleaned, deduplicated and organized in one profile.
3. Enrich & Analyze
AI enriches the profile with insights, behavior and preferences.
4. One View for Agents
Agents get a 360° view in one place with full context.
5. Better Outcomes
Better support, happier customers and stronger relationships.
Everything in one place
All Conversations
See chats, calls, emails, WhatsApp and in-app messages together.
Support Tickets
View all tickets, status, priority, SLAs and resolution history.
Orders & Billing
Access order history, billing details, refunds and subscription info.
Payments & Transactions
Track all payments, methods, transaction IDs and payment status.
Activity Timeline
See customer activities in chronological order in one timeline.
Customer Insights
AI-powered insights, preferences and behavior in one timeline.
Use cases
Issue Resolution
Resolve customer issues faster with complete context.
Order Tracking
Track orders, deliveries and updates without asking again.
Billing & Payments
Help with invoices, refunds and payment queries seamlessly.
Account Management
Update profiles, addresses and preferences easily.
Subscription Support
Manage renewals, upgrades and subscription related queries.
Escalation Handling
Handle escalations with full history and better awareness.
Why Unified Customer View matters
Faster Resolution
Agents resolve tickets up to 45% faster.
Higher CSAT
Better context leads to higher customer satisfaction.
Lower Repeat Tickets
Customers don’t have to repeat their issues.
Higher Agent Productivity
Agents handle more tickets with confidence.
Better Experience
Seamless, consistent experience across every touchpoint.
Stronger Retention
Happy customers stay longer and recommend your brand.

One view. Full context. Exceptional support.
Give your agents the complete picture to deliver faster, smarter and more personalized support.

