Know every customer. Decide what your AI knows.
Callario keeps one lifelong record for every customer — identities merged, company, tier, health and renewal, every conversation on one timeline. You decide, field by field, what your AI agent and Copilot may read, and consent and personal-data filters apply before anything reaches a model.
- Field-by-field control of what the AI may know
- New address, same person — merged, and reversible
- Consent, data export and erasure on every record
Company
Health
Renewal
Open tickets
- AI chat · delivery addressToday 14:19 · handed to Omar
- #2041 · Send the order to my officeOpen · Support
- Pinned note: renewal call on 2 DecPriya · internal
AI knowledge
Grounded on 3 attributes.
- Plan
- Business
- Preferred language
- Arabic
- Delivery region
- visitor-statedEU
Phone numberpersonal data
Discount approvedteam only
Personal-data and internal fields reach no AI. Copilot also reads fields marked “Team and Copilot”.
01Companies & accounts
Every company, an account.
With an owner and a renewal date.
Group people under their company and run it like an account: a managed tier, an owner, a health your team sets, and the renewal date — with every ticket and change on one activity feed. Tiers do real work: queues, SLA policies and rules can all key on them.
- Everyone at the company, with their open tickets
- Health is your team’s call: Healthy, Watch, At risk or Churning
- Send a tier to its own queue and its own SLA targets
Account owner
Health · set by the owner
HealthyWatchAt riskChurningPeople · 3
- MRMaya RiveraOperations lead2 open
- OHOmar HaddadFinanceNo open tickets
- SASara AliIT admin1 open
Account activity
- TodayMaya Rivera opened #2041
- 2 OctPriya moved the tier Growth → Enterprise
- 28 SepHealth changed Healthy → Watch
02Directory & segments
Slice the directory your way.
Keep the slice as a segment.
Filter customers by tier, lifecycle, last seen or any custom field, and choose the columns you work with. Save the list as a segment — dynamic, so membership follows customers as they change, or static for a fixed list — and use it in queues, SLA policies, rules and workflows.
- Each teammate keeps their own columns
- Every segment shows what uses it before anyone deletes it
- Custom fields for people and companies, required where it matters
| Name | Company | Tier | Last seen | Plan |
|---|---|---|---|---|
| Maya Rivera | Northwind | Enterprise | Today | Business |
| Sara Ali | Northwind | Enterprise | 2 days ago | Business |
| Daniel Okafor | Brightline | Enterprise | 5 days ago | Scale |
| Lena Fischer | Halden & Co | Enterprise | 1 week ago | Scale |
| Yusuf Demir | Kestrel | Enterprise | 3 weeks ago | Business |
Enterprise, active this monthDynamic
Membership updates itself as customers change.
Used by
- Queue · Enterprise desk
- SLA policy · Enterprise
- Business rule · VIP tag
03Import & privacy
Bring your customers in.
Hand them their data on request.
Import up to 20,000 customers or companies from a CSV — create, update by a match key, or both — with every row’s verdict previewed first, and revert the whole import if it went wrong. Every record carries consent per purpose, and export, restriction and erasure requests start from the record itself.
- Large files import in the background
- Exports use the import’s columns, so a round trip just works
- Erasure removes personal data; a legal hold blocks it when it must
Mode Create and updateMatch on EmailRan in the background
12,304
Created
5,880
Updated
201
Skipped
35
Errors
Consent
- SupportGranted
- MarketingWithdrawn
- Data processingGranted
Data requests
- Export data
- Restrict processing
- Legal hold
- Erase personal data…
Every request is recorded under Governance.
04Everything in the box
The customer record,
built for support teams and their AI.
- One lifelong recordTickets, AI chats, help-centre requests, notes and consent changes on one timeline.
- Merge & unmergeIdentities are matched to the right person, and any merge can be undone.
- Duplicates queueLikely duplicates wait for a person to merge or dismiss them.
- Companies & accountsOwner, health, renewal date and an activity feed for every account.
- Managed tiersYour own tiers and colours, usable by queues, SLA policies and rules.
- Custom fieldsFor people or companies, each with its visibility: team, Copilot, or the AI agent.
- Directory & segmentsFilter chips, your own columns, and dynamic or static segments.
- CSV import & exportUp to 20,000 rows, update by a match key, preview every row, revert.
- Notes & tasksInternal or pinned notes, and tasks with an assignee and a due date.
- Consent & GDPR requestsConsent per purpose; export, rectify, restrict or erase on request.
- Verified identityYour website can sign who a visitor is, so lookups only run for proven customers.
- AI knowledge cardEvery record shows exactly what the AI agent is told about that customer.
05Straight answers
Customer data,
asked about plainly.
What exactly can the AI see about a customer?
Does the AI write a summary of each customer?
How do merges work — and can we undo one?
Can we import from our current helpdesk or CRM?
How do you handle GDPR requests?
Is account health calculated automatically?
Put it in front of
real customers.
We’re onboarding a small group of teams ready to run their support on Callario’s AI — and to tell us where it breaks. Bring your real conversations; we’ll bring the platform and the people who build it.
- No training on your data
- English and Arabic
- Human takeover, any time
What design partners get
- The whole platform, set up with youAI agent, copilot, workflows, inbox and knowledge — configured around your real conversations.
- A direct line to the buildersTalk to the people who write the code, not a support queue.
- A say in what ships nextYour feedback shapes the roadmap, week by week.