Only in this combination
Customer context in Customers
The customer record holds the fields your trade tracks and the quote and order history, and opens the AI with that customer already pinned.
Only here
What this pair adds
Your own custom fields on the customer record, its quote and order activity, and an Ask AI link that opens with them pinned
- A field write merges into the record, never replacing it.
- Presets declare the fields their trade needs.
- Nothing reaches the AI until the reader sends it.
A demonstration customer's record in the Customers area: payment terms, VAT number and website, two contacts, the billing address, and an accepted quote with the order raised from it.
Demonstration data