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CADRIVIO

CADRIVIO / Conversation to client context

Pick up the conversation with the details in view.

See the customer’s conversation, linked record and relevant notes before you reply.

Try this workflowSee the example ↓

Free to start · Plan limits

THREE STEPS

Conversation to client context

Interactive example · fictional customer details

Conversation · a change has been requested

“Can we move our appointment?”

Read the customer’s latest message in the conversation before changing anything.

Explore the workflow without creating a customer record, sending a message or changing a booking.

Setup and requirements
  1. Open a conversation in your workspace.
  2. Check the linked client and relevant details.
  3. Review the response before sending.

Only available, linked records appear as client context. Cadrivio does not automatically merge people based on a matching name.

Review connections →

Try one request before moving more of your business.

Want help with your first request?

Ask for a short walkthrough →We’ll confirm fit and a time by email.