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KABAIDO

Customer context in Customers

Your own custom fields on the customer record, its quote and order activity, and an Ask AI link that opens with them pinned.

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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, invented companies

What it adds

  • 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.