Work with Kustomer Customer Profiles Using AI

Find the customer record you need and summarize its attributes or apply the changes you specify.

What to Ask Leina to Do with Kustomer

Copy a prompt, add your details, and send it to Leina in your connected team chat.

Read a customer and its company details for a profile summary.

Find Kustomer customer [email address], include company information, and summarize the identity and contact attributes provided.

Merge the supplied profile changes into an identified customer record.

Update Kustomer customer [customer ID] with these changes: [field names and intended values]. Merge them with the existing resource without full replacement.

Get Started with Kustomer

  1. Connect Your Account

    Connect a Kustomer API key.

  2. Try a Task

    Tell Leina what you need in your team chat. Include the source, destination, and expected result.

    Set Up Leina in Your Chat →
  3. Check the Result

    Review the result and any changes in the connected app.

Supported Kustomer Capabilities

This connection searches and maintains Kustomer customer profiles, including identity, contact, tag, and custom attribute information.

Customer Lookup and Search

Find customers by ID, email, external ID, phone, or structured search criteria.

Customer Profiles

Create customer profiles or update their supplied attributes.

View All 8 Actions
  • List Customers
  • Get Customer
  • Get Customer By Email
  • Get Customer By External Id
  • Get Customer By Phone
  • Search Customers
  • Create Customer
  • Update Customer

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Frequently Asked Questions

Can I use an ID from another system?

Yes, when it is stored as the customer’s external ID in Kustomer. Provide that external ID for lookup.

How should I describe custom attributes?

Use the field names configured for your account and their intended values. The assistant should not invent account-specific fields.

Does this connection read customer conversations?

The current actions work with customer profiles. They do not retrieve conversation messages or send replies.

Your AI employee for Kustomer

Tell Leina what you need in your team chat. Include the source, destination, and expected result.