Name and contact details
Held once and reused, so a caller does not spell out an email address on every call.
Regulars stop repeating themselves.
Every order, refund, booking and escalation attaches to one record for that person, however it was created — by your team, by your customer, or by the AI on a call. A customer you have dealt with twenty times is not a stranger on the twenty-first.
How it works
Four steps, on every call.
Everything below is recorded against the call so you can see exactly what was said and what came of it.
- RecogniseWhen a known number rings, SIMCOAI knows who it is before anyone speaks and can greet them by name.
- ConfirmBefore anything on the account is discussed, the caller is confirmed — by the number the network says they are calling from, by their name and email together, or by a code sent to their address.
- AnswerA confirmed caller can be told about their own orders, refunds and appointments without being put on hold or transferred.
- RecordWhatever happens on the call is filed against the same record, so the next call starts from what you already know.
What a record holds
One customer, one place.
The record is built from the work you already do, and from whatever list you already hold — not from a separate database somebody has to maintain.
Their history with you
Orders, refunds, bookings and escalations all link back to the same person.
Your own fields
Add the fields your business actually needs — account numbers, vehicle, property, plan. How many depends on your plan.
Matched sensibly
A number is matched however it was written — 07, +44 or with spaces — so one person does not become three records.
Kept separate when they should be
Two people sharing a phone number, such as a household or an office line, stay two records rather than being merged.
Searchable
Find a customer by name, email or number from the dashboard, and attach a new order or booking to them in one step.
Yours to take out
Export your customer list as a spreadsheet whenever you want it, on every plan.
Getting started
Bring your list with you.
Your customers are already written down somewhere. You should not have to type them in again to get the benefit of this.
Import a spreadsheet
Upload a CSV exported from whatever you use now. We read the usual column names, so most exports import as they are, and a column matching one of your own fields is read into it.
Nobody added twice
Anyone already on your list is matched on their email or phone and updated instead of duplicated, so re-importing the same file changes nothing.
You are told what happened
Every row is reported: added, updated, already on file, or skipped and why. A row with no way to contact that person is named rather than quietly dropped.
Add one by hand
Somebody you have just spoken to goes straight onto the list from the Customers page, under Operations in your dashboard.
Or add nobody at all
Records appear on their own as the AI takes bookings, refunds and orders. Importing is a head start, not a setup step.
Export any time
Take the list back out as a CSV in the same shape it went in, so you can work on it elsewhere and put it back.
Care with account data
Recognising someone is not the same as proving it.
This is a phone line, and the person on it is not always who the number suggests. The two are deliberately separated.
A number alone is not proof
A number read out over the phone is printed on the outside of a parcel. It is enough to help, never enough on its own to unlock an account.
Confirmation expires with the call
Proving who you are applies to that call only. It is never carried over to the next one from the same number.
Nothing is read out unprompted
Where a caller has not been confirmed, their records are withheld from the AI entirely rather than being available to mention by mistake.
More
Related features.
Every part of SIMCOAI writes to the same records, so these work together rather than side by side.
Bookings
Appointments offered and taken from your real timetable, with double-booking prevented.
Refunds and orders
Order lookups and refund requests captured by AI, decided by your team.
Escalations
Complaints, safety, medical and payment topics handed to a person, never automated.
Ready to try it
Know who is calling before you answer.
Start a trial and your customer list builds itself from the work you are already doing.