CUSTOMER DATA

Every customer, in full context.

Send Talvo who your customers are and what they do — plan, MRR, seats, the actions they take — with two simple API calls. It shows up on the contact, powers segments and the churn & upsell radar, and gives your AI and your team the context to help better.

Custom attributes & events A two-call API Powers segments & the radar
app.talvo.chat/contacts
Plan
Growth
MRR
$249
Seats
8
Signed up
Mar 2025
Recent events
Upgraded to Growth 2h ago
Created project “Atlas” 1d ago
Hit plan limit 3d ago
HOW IT WORKS

Traits in, context everywhere

Identify a contact and track what they do — Talvo threads that context through the inbox, segments and insights.

ATTRIBUTES

The traits that matter, on every contact

Send any attributes you care about — plan, MRR, seat count, signup date, role — with a single identify call. They appear on the contact profile so your team and your AI always know who they're talking to, and your keys are preserved exactly as you send them.

  • Any custom traits — plan, MRR, seats and more
  • Set with one /v1/identify call
  • Shown on the contact, kept exactly as sent
app.talvo.chat/contacts
POST /v1/identify
{ "email": "ava@driftwood.io",
"attributes": { "plan": "growth",
"mrr": 249, "seats": 8 } }
plan
growth
mrr
249
seats
8
signed_up
Mar 2025
Custom attributes on a contact
EVENTS

A timeline of what they actually do

Track the moments that matter — upgraded plan, created a project, hit a limit — with a track call, and Talvo builds a per-contact event timeline. Your agents open a conversation already knowing what the customer just did.

  • Record product events with metadata
  • A clean timeline on every contact
  • Context agents see at a glance
app.talvo.chat/contacts
Event timeline
upgraded_plan{ from: "starter", to: "growth" }2h ago
created_project{ name: "Atlas" }1d ago
hit_plan_limit{ limit: "seats" }3d ago
A contact's event timeline
PUT TO WORK

Data that does something

Attributes and events aren't just for looking at. Build saved segments from them, feed the churn & upsell radar — which flags at-risk and expansion-ready customers with the reasons why — and give the AI the context to answer as if it knows the customer.

  • Build and save segments
  • Powers the explainable churn & upsell radar
  • Grounds the AI in real customer context
app.talvo.chat/insights
Segment · Expansion ready
planisgrowth
AND
hit_plan_limitin last30 days
AND
sentimentispositive
38 contacts match · saved
A segment built from customer data
2
API calls to send it all
Any
attribute or event you define
1
profile — traits, events, conversations
Live
into segments and the radar

Questions, answered

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