Customer Data Platform
The Customer Data Platform
Every conversation, order and interaction rolls into one living profile — whoever your “customer” is. Segment them, automate the follow-through, and keep every byte under your residency rules.
One golden record per person
Xelp resolves every channel and touchpoint to a single profile, kept current in real time.
Unified identity
WhatsApp number, email, Telegram handle and phone calls merge into one person — no duplicate contacts.
Full timeline
Messages, calls, orders, notes, AI runs and handovers in one chronological record.
Custom attributes
Any field your operation needs: parcel IDs, case numbers, student IDs, policy numbers, loyalty tiers.
Consent & opt-out state
Opt-in source and opt-out status live on the profile and are enforced across every campaign, automatically.
Segments that build themselves
Filter by attributes, behavior, lifecycle stage or channel. Segments update live as profiles change — no exports, no stale lists.
- Attribute, behavior, lifecycle and channel filters, freely combined
- Live membership — profiles enter and leave as their data changes
- Feed any broadcast, series campaign or automation directly
Automations on top of your data
When a profile changes, Xelp acts: a trigger fires, an action runs — a campaign, an assignment, a webhook or an AI agent task.
Win-back
When
Buyer inactive for 30 days
Then
Send reorder template with their usual items
Renewal reminder
When
License expires in 14 days
Then
Send renewal template with payment link
Care follow-up
When
3 days after discharge
Then
AI agent checks in, hands over to a nurse if needed
No-show prevention
When
Appointment in 24 hours
Then
Confirm or reschedule in one tap
Whatever you call them, they get one profile
The same platform, shaped to your vertical.
Customer
Orders, carts, loyalty and conversations in one view for retail teams.
Citizen
Applications, appointments and alerts — auditable and sovereign for agencies.
Student
Admissions, enrollment, fees and parent communication for education.
Patient
Appointments, reminders and care journeys with consent built in.
Buyer
Purchase history and preferences that make every reply personal.
Seller
Marketplace vendors with catalogs, payouts and support threads in one record.
Your data platform, your rules
- Consent-aware by design — opt-outs enforced on every send, everywhere
- On-Premise deployment keeps profiles, segments and automations inside your perimeter
- Export everything, anytime — your data never gets held hostage
Know every customer. Act on every signal.
Profiles, segments and automations — included in the platform, not a paid add-on.