Applies to: All staff members (note creation), Admins (enabling fields and staff access)
Note: AI Notetaker profile updates is an early access feature and is only available to select users at select brands.
Overview
AI Notetaker lets staff members capture customer interactions as notes — by voice or text — and uses AI to read those notes and draft structured updates to a customer's profile. You stay in control: the AI only suggests updates for fields your brand has enabled, and every suggestion can be reviewed and edited.
At a high level:
A staff member creates a note and links it to a customer.
AI Notetaker reads the note and drafts profile update suggestions for enabled fields.
The staff member reviews each suggestion and accepts or removes it.
Accepted updates are applied to the customer's profile.
How AI Notetaker works
When you write a note about a customer — for example, capturing their size, preferences, contact details, or life context — AI Notetaker analyzes the note and identifies information that maps to your customer profile fields. It then drafts structured suggestions for those fields so your team does not have to enter the data manually.
A few things to know about how suggestions behave:
Suggestions are only drafted for fields an Admin has enabled for AI enrichment. Fields that are not enabled are never touched.
The AI only surfaces a suggestion when it is confident, so notes that do not contain relevant profile information will correctly produce no suggestions.
Notes must be linked to a customer for profile update suggestions to be generated.
Step-by-Step Guide
From a customer profile or the notes page, select Create a note.
Under How did this interaction happen?, select the interaction type that fits: In store, Phone, Online, or Email.
Capture your note using voice or text. If you use voice, the note is transcribed live as you speak.
In the Link to a customer profile section, select the customer this note is about. Once linked, the customer appears as a chip showing their name and email. To change it, select the X on the chip to remove the selection.
Select Save. A confirmation appears letting you know Endear AI is analyzing the note for updates to the customer's profile, and that AI updates will not change your original note.
When AI Notetaker has profile update suggestions ready, a review action appears on the notes page. Select it to open the suggestions panel on the right side of the screen.
Review each suggested profile update that were automatically applied to the customer's profile, edit or remove any you do not want.
Enabling fields and staff access
Because AI Notetaker is in early access, an Admin works with the Endear team to configure the feature for your brand. This includes selecting which customer profile fields are enabled for AI enrichment and choosing which staff members or teams have profile updates turned on. Only enabled fields are eligible for suggestions, and only staff members who have been turned on will see the profile update flow.
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