Update guest records and suggest follow-up
How you could use an agent
Use an agent to pull together a guest’s visit history, preferences, and past purchases, then update the client record and draft a simple follow-up suggestion such as a product reminder or membership touchpoint. It can also queue the follow-up task so the right person knows when to reach out.
Where you stay involved
You review the suggested follow-up, decide what is appropriate for the guest, and handle any privacy or account questions that need a human answer.
