Customer context helps AI prepare better follow-up, tasks, notes, email drafts, and workflow actions. Use it carefully: customer data should guide the work, not leak into public pages, posts, or broad campaigns.

What this guide helps you do

• Use Customer 360, inbox, forms, payments, bookings, and activity context in AI-assisted work.
• Prepare follow-up tasks, summaries, drafts, or handoffs for review.
• Keep private customer details out of public content.

Before you start

• Open the customer record, company, opportunity, inbox thread, form submission, or related workflow run.
• Know the action you want: summarize, draft, create a task, prepare a handoff, update a record, or review risk.
• Decide whether the result is internal or customer-facing.

Do it manually

1. Open the relevant customer or workflow context.
2. Ask Faster AI for a summary, next action, draft, or task based on that context.
3. Specify whether the output is internal or customer-facing.
4. Ask for review before saving records, sending email, updating opportunities, or starting a workflow.
5. Open the prepared task, note, email draft, or workflow action in the owning area.
6. Approve, edit, or reject after checking the customer details.

Ask Faster AI

• Summarize this customer record and prepare the next follow-up task for review.
• Draft a reply based on this customer context, but do not send it.
• Use this form submission and customer history to suggest whether we should create an opportunity, task, or journey enrollment.

Review before saving, sending, or publishing

• Check identity, consent, preferences, and recent customer activity before taking action.
• Remove private notes from customer-facing drafts.
• Do not publish customer-specific details in pages, posts, broadcasts, or broad campaigns without approval.

Common issues and fixes

• If AI references the wrong customer, stop and attach the correct record.
• If the summary misses recent activity, refresh the customer record or include the latest note.
• If the next action is unclear, ask AI to produce options with risks and required approvals.

Meeting-to-follow-up loop

For a meeting-to-follow-up chain that uses customer context without skipping human review, read the meeting-to-follow-up article. From Meeting to Follow-Up: AI Closes the Loop.

AI review replies

For a customer-context example where AI drafts from the record but a person owns the public promise, read the AI review replies article. Replying to Reviews with AI Without Sounding Like a Robot.

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• Screenshot placeholder: add an annotated screenshot of use ai with customer context with private customer names, emails, amounts, task details, and unpublished content blurred.
• Video placeholder: add a short walkthrough that starts from Workspace, shows the manual path, then shows how to ask Faster AI and review the result before saving, publishing, sending, or applying work.

Related help

• Understand Customer 360
• Create customer tasks and reminders
• Assign work and handoffs