Browse featuresCustomer profiles and activity historyCustomer profiles and activity historyFrom customer identity to activity history. Shared actions with feature-specific inputs and evidence.ExplanationVerified Oct 12, 2026Owner Laney Product Task sequences Read customer conversations, reservations, and purchases Create and update customer profiles Compare shared actions across features in the sequence catalog. Products and options CRM: Included in the base product Applicable preparation Complete only the conditions that apply to your channels and tasks. Customer and transaction identity rules Define how customer and transaction records connect Organization data access permissions Set organization and data permissions Take over a conversation and return it to AIChoose the organization and conversation.Create and update customer profilesSearch for existing customers by phone or channel identifier before creating one.