AI Agent - Integrate with Customer Activity

Problem Statement

Currently, the AI Agent is not integrated with the Customer Activity view, making it harder for users to quickly understand customer behavior, recent actions, or potential issues without manually reviewing activity logs.

User Story

As a Pelcro user, I want the AI Agent to be integrated with Customer Activity so that I can quickly ask questions, summarize customer behavior, and understand key events without manually analyzing the full activity history.

Definition of Done (DoD)

  1. Allow users to ask questions about the selected customer's activity and history.

  2. Enable the AI to summarize recent customer activity and highlight key events.

  3. Allow the AI to answer contextual questions based on the customer's activity (e.g., subscription changes, payments, renewals, cancellations, login activity, etc.).

  4. Display AI responses within the Customer Activity experience without requiring users to navigate away.

  5. Ensure the AI only has access to the selected customer's data and respects existing user permissions.

  6. Maintain a consistent UI/UX with the rest of the Pelcro AI experience.

Please authenticate to join the conversation.

Upvoters
Status

Done

Board
πŸ’‘

Pelcro Product

ETA
Jul 20, 2026
Date

19 days ago

Author

Rana Haleem

Subscribe to post

Get notified by email when there are changes.