Continue the conversation knowing the client's history.
Share goals, preferences and agreements so the next person can help with the context they need.
Context worth sharing
Nina records Joana's preferences, Otávio captures the commitments and Beatriz updates delivery details. When Samuel takes over Horizon Client, he consults that history in his own AI before replying, without reopening questions already resolved.
The need behind the request.
Record what the client needs to achieve, their conditions and the reason for the deadline. Keep the source and date with the service context.
Agreements that guide the response.
Check what was already agreed before responding. Distinguish the client's expectations from commitments confirmed by the team.
Continuity in the relationship.
When the person handling the client changes, the next person can consult goals, agreements and open questions in the authorized collection, using their own AI.
A different person takes over.
The client doesn't have to start again.
NinaClient relationsusing
GeminiHow can I help today?
Illustrative example · Fictional people and records. Each participant uses an authorized connection.
Start for freeYour team already has the context.
Pick up the relationship where it left off.
In this example, four people preserve preferences, commitments and updates. The new account lead can check what changed before contacting the client.
People working together
Client relations, service and operations pass context to the next person.
Different AIs
Everyone contributes through their own AI with authorized access.
Shared records
The history distinguishes preferences, commitments and the latest update.
Authorized collection
Horizon Client gives Samuel context to reply without repeating questions already resolved.
Fewer meetings to retell the history.
More attention to the next response.
Respect client preferences
Check who to contact, which channel to use and preferred times before restarting the conversation.
Keep the commitments
Retrieve what has already been promised and what still needs confirmation.
Discuss the exceptions
With the history available, the handoff conversation can focus on issues that need a decision.