{"id":9621828960530,"title":"Unleashed Software Get a Customer Integration","handle":"unleashed-software-get-a-customer-integration","description":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eGet a Customer API | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n \/* No link styles: do not create or style anchors *\/\n \u003c\/style\u003e\n\n\n \u003ch1\u003eInstant, Accurate Customer Data — Make Faster Decisions with Unleashed’s Get a Customer Capability\u003c\/h1\u003e\n\n \u003cp\u003eAccess to the right customer details at the right time is a deceptively powerful capability. When people on sales, support, finance, or fulfillment teams can instantly view a customer’s contact, address, payment terms, and custom business rules, processes move faster and mistakes happen less. The Get a Customer capability in Unleashed lets systems and teams retrieve a single customer’s full record on demand so teams can act with confidence.\u003c\/p\u003e\n \u003cp\u003eThis is not just a developer feature — it’s a business efficiency lever. By turning scattered or stale customer data into a single, reliable source of truth, organizations reduce rework, improve customer experience, and free employees from repetitive lookups. Layering AI integration and workflow automation on top of customer retrieval transforms routine tasks into proactive, intelligent processes that scale with the business.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eThink of the Get a Customer feature as a precise lookup tool. Whenever a person or system needs authoritative information about a specific customer, this capability returns the current record from Unleashed: names, primary and alternate addresses, contact people, invoicing and delivery preferences, credit terms, pricing tiers, and any custom notes or fields your business uses.\u003c\/p\u003e\n \u003cp\u003eIn business terms, that means any application — from your CRM to order management, from a customer support portal to a warehouse picking system — can request a single, up-to-date customer profile exactly when it’s needed. The result is fewer manual cross-checks, fewer calls to colleagues to confirm details, and a consistent experience across departments. Because the data is commonly structured, it’s straightforward to map it into other systems and maintain a single source of truth for customer information.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eWhat turns a simple lookup into a strategic advantage is combining customer retrieval with AI-driven automation. AI agents can fetch the customer record, enrich it, make decisions, and take actions — all without human intervention. That means faster response times and fewer human errors, with the added benefit that teams can focus on judgement tasks rather than repetitive lookups and updates.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eIntelligent routing: AI agents read the customer record and route inquiries to the right team (sales, credit, support) based on customer tier, open orders, or contract status.\u003c\/li\u003e\n \u003cli\u003eProactive outreach: When a customer’s payment terms are approaching or a pricing exception applies, an automated agent can prepare a tailored message or create a task for an account manager.\u003c\/li\u003e\n \u003cli\u003eContinuous data quality: Agents compare the Unleashed record against other systems and flag or fix inconsistencies, keeping master data clean without manual spreadsheets.\u003c\/li\u003e\n \u003cli\u003eAutomated reconciliation: For returns or credits, an agent pulls the customer record, validates account history, and queues the transaction for finance approval using predefined rules.\u003c\/li\u003e\n \u003cli\u003eDynamic personalization: Marketing and sales systems use the latest customer attributes to tailor offers and communications automatically, increasing relevance and conversion.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003e\n\u003cstrong\u003eFaster Order Processing:\u003c\/strong\u003e A sales rep enters an order. The system automatically retrieves the customer profile, applies correct pricing tiers and delivery addresses, verifies credit limits, and highlights any special terms — speeding quotes to order and reducing back-and-forth with finance.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eSupport with Context:\u003c\/strong\u003e A customer calls support. The agentic assistant fetches the customer record plus recent orders and open issues, surfaces warranty or SLA details, and suggests next best actions — reducing call time and increasing first-call resolution.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eField Service Preparation:\u003c\/strong\u003e Before a technician leaves the yard, an automation gathers the customer’s site details, access instructions, and past service notes, and packages them into a mobile-ready briefing — fewer surprises onsite and faster fixes.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eMarketing Segmentation:\u003c\/strong\u003e Marketing automation pulls current customer fields (industry, spend, region) to build accurate segments for campaigns, ensuring messages are relevant and unsubscribe rates drop.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eOnboarding \u0026amp; KYC:\u003c\/strong\u003e New customers are validated automatically. The Get a Customer capability helps confirm addresses and contact data while AI agents run compliance checks to reduce onboarding time and manual reviews.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eReturns \u0026amp; Credit Decisions:\u003c\/strong\u003e Returns processing bots fetch customer history and apply rules to decide whether to auto-approve credits or flag high-risk cases for review, cutting throughput time dramatically.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003ePutting reliable customer data at the center of workflows delivers measurable business outcomes across time, quality, and scale. These are the levers that matter to leaders focused on digital transformation and business efficiency.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003e\n\u003cstrong\u003eTime savings:\u003c\/strong\u003e Eliminates repetitive lookups and manual reconciliation. Teams spend less time searching for correct addresses, terms, and contacts — often reducing lookup time by over 70% in practice.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eFewer errors:\u003c\/strong\u003e Single-source retrieval reduces mismatched records and shipping mistakes, lowering returns and rework costs and improving on-time delivery rates.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eFaster order-to-cash:\u003c\/strong\u003e Automated verification of credit terms and billing details speeds approvals and invoicing, shortening the cash conversion cycle.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eImproved customer experience:\u003c\/strong\u003e With accurate details and contextual intelligence, every interaction feels informed and personal, increasing loyalty and repeat business.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eScalability:\u003c\/strong\u003e As your business grows, automated retrieval and AI-driven decisions scale without adding headcount, supporting higher volumes of orders and support requests.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eBetter compliance and auditability:\u003c\/strong\u003e Automated record pulls and standardized logs make it easier to demonstrate controls for audits and regulatory checks.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eTurning a technical capability into business impact requires two things: the right architecture and careful adoption planning. Consultants In-A-Box specializes in bridging that gap by combining implementation experience with practical automation design and workforce guidance.\u003c\/p\u003e\n \u003cp\u003eOur approach begins with a short discovery to map how customer data flows through your organization and where the greatest friction lives. From there we design automations that use customer retrieval as a trusted step in end-to-end workflows — whether it’s order validation, support triage, or marketing segmentation. We build and test AI agents that know when to fetch, when to enrich, and when to escalate, and we integrate those agents into the tools your teams already use.\u003c\/p\u003e\n \u003cp\u003eWe also focus on adoption: training staff on the new behaviors, creating easy-to-follow exception paths when automation needs human review, and setting up monitoring so you can see time savings and accuracy improvements from day one. For organizations that prefer an ongoing partnership, we offer managed services to operate and tune automations as your processes and customers evolve.\u003c\/p\u003e\n\n \u003ch2\u003eSummary\u003c\/h2\u003e\n \u003cp\u003eRetrieving a single customer record might seem mundane, but when it’s reliable and embedded into automated workflows, it becomes a foundation for faster operations, smarter service, and scalable growth. Combining Unleashed’s customer retrieval capability with AI integration and agentic automation replaces repetitive tasks with intelligent actions — saving time, reducing errors, and improving customer experiences across the organization.\u003c\/p\u003e\n\n\u003c\/body\u003e","published_at":"2024-06-23T02:13:50-05:00","created_at":"2024-06-23T02:13:51-05:00","vendor":"Unleashed Software","type":"Integration","tags":[],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":49684297613586,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":true,"taxable":true,"featured_image":null,"available":true,"name":"Unleashed Software Get a Customer Integration","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":null,"requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/files\/aac9b8e3a9547b9be0c010e5d98d5979_2fa481f8-c9c0-4259-a074-40384d2e23b9.png?v=1719126831"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/files\/aac9b8e3a9547b9be0c010e5d98d5979_2fa481f8-c9c0-4259-a074-40384d2e23b9.png?v=1719126831","options":["Title"],"media":[{"alt":"Unleashed Software Logo","id":39859704758546,"position":1,"preview_image":{"aspect_ratio":3.101,"height":129,"width":400,"src":"\/\/consultantsinabox.com\/cdn\/shop\/files\/aac9b8e3a9547b9be0c010e5d98d5979_2fa481f8-c9c0-4259-a074-40384d2e23b9.png?v=1719126831"},"aspect_ratio":3.101,"height":129,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/files\/aac9b8e3a9547b9be0c010e5d98d5979_2fa481f8-c9c0-4259-a074-40384d2e23b9.png?v=1719126831","width":400}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eGet a Customer API | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n \/* No link styles: do not create or style anchors *\/\n \u003c\/style\u003e\n\n\n \u003ch1\u003eInstant, Accurate Customer Data — Make Faster Decisions with Unleashed’s Get a Customer Capability\u003c\/h1\u003e\n\n \u003cp\u003eAccess to the right customer details at the right time is a deceptively powerful capability. When people on sales, support, finance, or fulfillment teams can instantly view a customer’s contact, address, payment terms, and custom business rules, processes move faster and mistakes happen less. The Get a Customer capability in Unleashed lets systems and teams retrieve a single customer’s full record on demand so teams can act with confidence.\u003c\/p\u003e\n \u003cp\u003eThis is not just a developer feature — it’s a business efficiency lever. By turning scattered or stale customer data into a single, reliable source of truth, organizations reduce rework, improve customer experience, and free employees from repetitive lookups. Layering AI integration and workflow automation on top of customer retrieval transforms routine tasks into proactive, intelligent processes that scale with the business.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eThink of the Get a Customer feature as a precise lookup tool. Whenever a person or system needs authoritative information about a specific customer, this capability returns the current record from Unleashed: names, primary and alternate addresses, contact people, invoicing and delivery preferences, credit terms, pricing tiers, and any custom notes or fields your business uses.\u003c\/p\u003e\n \u003cp\u003eIn business terms, that means any application — from your CRM to order management, from a customer support portal to a warehouse picking system — can request a single, up-to-date customer profile exactly when it’s needed. The result is fewer manual cross-checks, fewer calls to colleagues to confirm details, and a consistent experience across departments. Because the data is commonly structured, it’s straightforward to map it into other systems and maintain a single source of truth for customer information.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eWhat turns a simple lookup into a strategic advantage is combining customer retrieval with AI-driven automation. AI agents can fetch the customer record, enrich it, make decisions, and take actions — all without human intervention. That means faster response times and fewer human errors, with the added benefit that teams can focus on judgement tasks rather than repetitive lookups and updates.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eIntelligent routing: AI agents read the customer record and route inquiries to the right team (sales, credit, support) based on customer tier, open orders, or contract status.\u003c\/li\u003e\n \u003cli\u003eProactive outreach: When a customer’s payment terms are approaching or a pricing exception applies, an automated agent can prepare a tailored message or create a task for an account manager.\u003c\/li\u003e\n \u003cli\u003eContinuous data quality: Agents compare the Unleashed record against other systems and flag or fix inconsistencies, keeping master data clean without manual spreadsheets.\u003c\/li\u003e\n \u003cli\u003eAutomated reconciliation: For returns or credits, an agent pulls the customer record, validates account history, and queues the transaction for finance approval using predefined rules.\u003c\/li\u003e\n \u003cli\u003eDynamic personalization: Marketing and sales systems use the latest customer attributes to tailor offers and communications automatically, increasing relevance and conversion.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003e\n\u003cstrong\u003eFaster Order Processing:\u003c\/strong\u003e A sales rep enters an order. The system automatically retrieves the customer profile, applies correct pricing tiers and delivery addresses, verifies credit limits, and highlights any special terms — speeding quotes to order and reducing back-and-forth with finance.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eSupport with Context:\u003c\/strong\u003e A customer calls support. The agentic assistant fetches the customer record plus recent orders and open issues, surfaces warranty or SLA details, and suggests next best actions — reducing call time and increasing first-call resolution.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eField Service Preparation:\u003c\/strong\u003e Before a technician leaves the yard, an automation gathers the customer’s site details, access instructions, and past service notes, and packages them into a mobile-ready briefing — fewer surprises onsite and faster fixes.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eMarketing Segmentation:\u003c\/strong\u003e Marketing automation pulls current customer fields (industry, spend, region) to build accurate segments for campaigns, ensuring messages are relevant and unsubscribe rates drop.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eOnboarding \u0026amp; KYC:\u003c\/strong\u003e New customers are validated automatically. The Get a Customer capability helps confirm addresses and contact data while AI agents run compliance checks to reduce onboarding time and manual reviews.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eReturns \u0026amp; Credit Decisions:\u003c\/strong\u003e Returns processing bots fetch customer history and apply rules to decide whether to auto-approve credits or flag high-risk cases for review, cutting throughput time dramatically.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003ePutting reliable customer data at the center of workflows delivers measurable business outcomes across time, quality, and scale. These are the levers that matter to leaders focused on digital transformation and business efficiency.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003e\n\u003cstrong\u003eTime savings:\u003c\/strong\u003e Eliminates repetitive lookups and manual reconciliation. Teams spend less time searching for correct addresses, terms, and contacts — often reducing lookup time by over 70% in practice.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eFewer errors:\u003c\/strong\u003e Single-source retrieval reduces mismatched records and shipping mistakes, lowering returns and rework costs and improving on-time delivery rates.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eFaster order-to-cash:\u003c\/strong\u003e Automated verification of credit terms and billing details speeds approvals and invoicing, shortening the cash conversion cycle.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eImproved customer experience:\u003c\/strong\u003e With accurate details and contextual intelligence, every interaction feels informed and personal, increasing loyalty and repeat business.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eScalability:\u003c\/strong\u003e As your business grows, automated retrieval and AI-driven decisions scale without adding headcount, supporting higher volumes of orders and support requests.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eBetter compliance and auditability:\u003c\/strong\u003e Automated record pulls and standardized logs make it easier to demonstrate controls for audits and regulatory checks.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eTurning a technical capability into business impact requires two things: the right architecture and careful adoption planning. Consultants In-A-Box specializes in bridging that gap by combining implementation experience with practical automation design and workforce guidance.\u003c\/p\u003e\n \u003cp\u003eOur approach begins with a short discovery to map how customer data flows through your organization and where the greatest friction lives. From there we design automations that use customer retrieval as a trusted step in end-to-end workflows — whether it’s order validation, support triage, or marketing segmentation. We build and test AI agents that know when to fetch, when to enrich, and when to escalate, and we integrate those agents into the tools your teams already use.\u003c\/p\u003e\n \u003cp\u003eWe also focus on adoption: training staff on the new behaviors, creating easy-to-follow exception paths when automation needs human review, and setting up monitoring so you can see time savings and accuracy improvements from day one. For organizations that prefer an ongoing partnership, we offer managed services to operate and tune automations as your processes and customers evolve.\u003c\/p\u003e\n\n \u003ch2\u003eSummary\u003c\/h2\u003e\n \u003cp\u003eRetrieving a single customer record might seem mundane, but when it’s reliable and embedded into automated workflows, it becomes a foundation for faster operations, smarter service, and scalable growth. Combining Unleashed’s customer retrieval capability with AI integration and agentic automation replaces repetitive tasks with intelligent actions — saving time, reducing errors, and improving customer experiences across the organization.\u003c\/p\u003e\n\n\u003c\/body\u003e"}