One customer = one profile, whatever the channel
The same customer messages on WhatsApp today, sends an e-mail tomorrow and opens web chat after that? Merge the records into one profile with one timeline, so whoever replies knows the whole story.
- Merge duplicates
- Possible-duplicates finder
- Link a chat to a contact
Customer data that is clean and unified
Merge duplicate contacts
Pick the main record and merge the duplicates from WhatsApp, e-mail, web chat and calls into it.
Possible-duplicates finder
The system suggests records that look like the same person, and you decide whether to merge.
Link a chat to an existing contact
A new chat from another number or e-mail? Link it to the existing customer instead of creating a new record.
One timeline for everything
Calls, recordings, chats, e-mails, tickets and quotes on the same customer timeline.
Every number becomes a contact
New calls and chats create the contact automatically, and merging tidies up any duplicates.
Owner and permissions
The unified profile keeps the customer owner, and everyone sees it according to their permissions.
The same person in four records?
A customer messages from a mobile on WhatsApp, calls from a work line, sends an e-mail and opens web chat under a short name. Each channel knows them differently, so several records appear and the story gets lost between agents. A unified profile brings it together.
- The full history in front of the agent before replying
- More accurate reports, as no customer is counted twice
- Campaigns that do not hit the same person twice
Accurate data protects your customers and you
The Personal Data Protection Law expects customer data to be accurate and up to date. With one profile per customer, an update or an opt-out request happens in one place instead of getting lost between duplicates. All data stays on servers in the Kingdom.
- One profile means one update
- Permissions per role
- Servers in the Kingdom
Frequently asked
How do I know I have duplicates?
What happens to chats and calls after a merge?
Is merging automatic?
A customer wrote from a new number — what now?
Who can merge records?
Let customers reach you instantly
We set up a trial of the Klamna platform with your numbers and team, and show you how it organises calls and chats from day one.