CRM
Guest Management
Know your guests. Track visit history, detect VIPs, and personalize every interaction. Every caller and diner gets a persistent profile.
Customer Profiles
Every person who calls or dines at your restaurant gets a persistent customer profile. Profiles are created automatically when a reservation is made through the AI or manually.
Profile fields
- Name and phone number (at minimum)
- Email address (optional)
- Total visits and total spend
- Last visit date and time
- Dietary preferences and allergies
- Preferred language
- Average call sentiment score
- Internal notes (staff can add free-text notes)
Usage
Search customers by name or phone from the CRM view. Click a profile to see their full history, notes, and recent reservations. Add notes after a visit to personalize future interactions.
VIP Detection & Tiers
VIP tiers are assigned automatically based on visit frequency. No manual setup required.
| Tier | Visits Required | Treatment |
|---|---|---|
| Bronze | 5+ | Recognized as a regular. Priority call handling. |
| Silver | 20+ | Premium treatment. Staff notified of their arrival. |
| Gold | 50+ | Top-tier. Highest priority. Personalized greeting from the AI. |
Staff can also manually mark any customer as VIP, overriding the automatic tier.
Guest Memory
The AI remembers past visits, preferences, and special requests. When a returning guest calls, the AI recognizes their phone number and can reference their history.
What the AI remembers
- Past reservations (dates, party sizes, special requests)
- Dietary preferences and allergies
- Favorite dishes or tables (if noted by staff)
- VIP status
- Last interaction sentiment
This creates a personalized experience: "Welcome back, John! Your usual table by the window is available."
Sentiment Tracking
Every AI call is analyzed for sentiment (positive, neutral, negative, angry). Each call gets a sentiment score from 0 to 1.
What you can do
- View sentiment per customer in their profile
- See aggregate sentiment trends in Analytics
- Spot unhappy guests before they churn
- Identify if certain times or situations trigger negative sentiment
Visit History
Every reservation is linked to a customer profile (if identifiable by phone). View a complete timeline of a customer's visits with dates, party sizes, special requests, and staff notes.
Use visit history to personalize greetings, track spending patterns, and identify your most loyal customers.