Customer context
Custom fields, patterns and history on every customer, fed to the AI only when you pin that customer.
What the AI reads about a demonstration customer before it answers: orders, lines, typical quantities, most ordered products and terms from the database, beside the organisation's own fields on the record, one of them not yet filled.
In practice
Pinning a customer adds their counts, dates and fields, never a price or another customer's rows.
Your fields, your trade
Custom fields sit on the customer record, and a trade preset adds the ones it needs, such as collection day.
Settings, Organisation, Customer fields: the fields the Tool regrind and recoat preset adds to every customer record, Collection address, Collection day, Return carrier account, each marked with the preset it came from.
Pinned, never guessed
Only the composer's customer chip pins a customer; a name typed in the request never does.
The request box with a request naming the Ashworth account. The customer chip offers Ashworth Aerospace Ltd because the request names it, but only pins it when the reader presses it.
Pressed, Ashworth Aerospace Ltd is pinned to the thread
From prospect to customer
A profiled company in Inspect becomes a customer in one step, bringing its address and contacts; the evidence stays linked.
Two values from a demonstration Inspect profile laid open: 5 axis milling, verified from the company's own page with the quote and the date it was read, and aerospace, inferred, with the reasoning written down and its source.
Questions
- The right answer depends on who is asking and what they bought before.
- No. It reads a customer only when you pin them, and never another customer's rows, prices or margins.
- You add them, or a trade preset adds the ones its work needs. A change merges into the record, never replacing it.