Question: I'm looking for a customer management platform that allows me to set up customizable alerts and workflows based on specific events.

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Pano

If you're looking for a customer management platform that offers customizable alerts and workflows based on certain events, Pano could be a good fit. Pano is a customer journey management system that integrates with tools like ActiveCampaign, HubSpot and Salesforce. It offers customizable alerts and workflows based on certain events, as well as a proactive alert system and customizable dashboard. Pano is designed to give you a single view of customer interactions so you can personalize and manage customer experiences.

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Kodif

Another top contender is Kodif, an AI-powered customer support automation platform. Kodif automates agent workflows and enhances customer engagement through GenAI and low-code solutions. It integrates with a variety of CX tools and offers features like contextual AI workflows, workflow automation, chat assistant, and AI-driven analytics. Kodif can help you manage order status, refunds and product support, so it's a good fit for customer-obsessed companies.

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Dixa

If you're looking for something more comprehensive, check out Dixa. Dixa is an all-in-one conversational customer service platform that spans interactions across multiple channels like native voice, email, social media and messaging. It offers AI-powered conversations, drag-and-drop flow builders and intelligent routing that can automate mundane tasks and offer personalized responses to customers.

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Haptik

Last, Haptik offers a conversational CRM that uses Generative AI for customer lifecycle management. It offers tools like Gen AI Web Q&A, Gen AI Sales Assistant and Smart Agent Chat that can help improve customer satisfaction and operational efficiency. Haptik spans multiple channels, including WhatsApp, Instagram Direct and Google Business Messages, so your customer engagement can be multi-faceted.

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