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Customer Profile & AI Segmentation

Phase 1: MVP (Basic Profile)
Phase 2 Part 2 (AI Segmentation)
Phase 3: Advanced Features

The Customer Profile module provides comprehensive customer management capabilities with AI-powered segmentation for personalized marketing and engagement.

Phase Availability
  • Customer Profile Management: Available in Phase 1 (MVP)
  • AI Segmentation Engine: Available in Phase 2 Part 2
  • Advanced Features: Available in Phase 3 (marked with Phase 3 badge)

Customer WeChat Mini Program Features​

Customer Profile Management​

  • View and Edit Personal Information

    • Update name, gender, date of birth, phone number
    • Manage profile photo
    • Update address and contact details
    • Set language preferences

  • Membership Information

    • View membership tier and current points balance
    • Check reward history and active challenges
    • Display QR code for quick check-in or member ID

  • Notifications Center

    • Profile update notifications
    • Reward alerts
    • Promotional messages

WeChat Account Integration​

  • Auto-Login

    • Seamless login via WeChat OpenID
    • Link phone number to WeChat account
    • View linked account status

  • One-Tap Authorization

    • Quick authorization for personalized offers
    • Import WeChat avatar and nickname automatically

Admin Web App Features​

Customer Profile Management​

  • 360° Customer View

    • Complete customer profile with all interactions
    • Edit customer information
    • Phase 3 View interaction logs (visits, clicks, purchases, feedback)
      • Phase 3 Description for UI Designer: Design a comprehensive interaction log viewer that displays all customer touchpoints in a filterable, searchable interface:
        • Timeline View: Chronological display of interactions with date/time stamps, sorted by most recent first
        • Event Type Icons: Visual icons for different interaction types (visit, click, purchase, feedback) with color coding
        • Filtering System: Multi-select filters for event types, date ranges, channels, and interaction categories
        • Search Functionality: Full-text search across interaction details, product names, and campaign references
        • Data Visualization: Optional charts/graphs showing interaction frequency over time, peak engagement periods
        • Export Capability: Allow admins to export filtered interaction logs to CSV/Excel
        • Pagination: Handle large datasets with pagination or infinite scroll
        • Detail Modal: Click on any interaction to view full details in an expandable modal or side panel
    • Phase 3 Track customer lifecycle stage
      • Phase 3 Description for UI Designer: Create a visual representation of customer lifecycle stages with clear progression indicators:
        • Stage Visualization: Display current lifecycle stage prominently (e.g., "New Customer", "Active", "At Risk", "Churned") with visual indicators (badges, progress bars, or stage icons)
        • Stage Definition Panel: Show definition of each lifecycle stage with criteria (e.g., "Active: 3+ purchases in last 90 days")
        • Stage History Timeline: Visual timeline showing stage transitions over time with dates and triggers
        • Stage Insights: Display key metrics for current stage (days in stage, next stage probability, recommended actions)
        • Color Coding: Use consistent color scheme across the app for each lifecycle stage (e.g., green for Active, yellow for At Risk, red for Churned)
        • Stage Recommendations: Show actionable recommendations to move customer to next stage or prevent churn
    • Monitor membership status and points history

  • Phase 3 Cross-Channel Behavior Timeline

    • Phase 3 Description for UI Designer: Design an integrated timeline view that unifies customer behavior across all channels:
      • Unified Timeline: Single chronological timeline showing all interactions from WeChat Mini Program, POS systems, Website, and Email campaigns
      • Channel Filtering: Toggle buttons or checkboxes to show/hide specific channels, with channel-specific color coding
      • Event Type Filtering: Filter by interaction types (purchase, click, view, email open, etc.) with visual indicators
      • Date Range Selector: Calendar picker or preset ranges (Last 7 days, Last 30 days, Last 90 days, Custom range)
      • Interactive Timeline: Click on timeline events to see detailed information in a tooltip or side panel
      • Channel Icons: Distinct icons for each channel (WeChat icon, POS icon, Website icon, Email icon) for quick visual identification
      • Event Grouping: Option to group similar events or show all events individually
      • Export & Share: Ability to export timeline view or generate a customer journey report
    • Unified view of customer interactions across:
      • WeChat Mini Program
      • POS systems
      • Website
      • Email campaigns

  • Phase 3 Tagging System

    • Phase 3 Description for UI Designer: Create a comprehensive tagging interface for managing both manual and automatic customer tags:
      • Tag Display: Show all tags associated with a customer in a tag cloud or list format, with visual distinction between manual (user-created) and auto-tags (system-generated)
      • Tag Management Panel:
        • Add new tags with autocomplete from existing tag library
        • Remove tags with confirmation dialog
        • Edit tag names (for manual tags only)
        • View tag details (creation date, creator, usage count)
      • Tag Categories: Organize tags by categories (e.g., Behavior, Preferences, Demographics) with collapsible sections
      • Auto-Tag Indicators: Clearly mark auto-tags with badges or icons, show AI confidence score if applicable
      • Tag Search & Filter: Search bar to quickly find specific tags, filter by tag type (manual/auto) or category
      • Bulk Tag Operations: Select multiple customers and apply/remove tags in bulk
      • Tag Suggestions: AI-powered tag suggestions based on customer behavior patterns
      • Tag Analytics: Show tag usage statistics (how many customers have this tag, tag trends over time)
    • Manual tags for customer categorization
    • Auto-tags based on behavior and AI analysis
    • Phase 3 Assign customers to campaigns or journeys
      • Phase 3 Description for UI Designer: Design an interface for assigning customers to marketing campaigns or multi-step customer journeys:
        • Campaign/Journey Selector: Dropdown or searchable list to select target campaign or journey
        • Assignment Interface:
          • Show customer count that will be assigned
          • Display campaign/journey details (name, description, start date, status)
          • Confirmation dialog before assignment
        • Bulk Assignment: Support assigning multiple customers at once with progress indicator
        • Assignment History: View which campaigns/journeys a customer is currently assigned to, with assignment dates
        • Conflict Handling: Warn if customer is already in a conflicting campaign/journey
        • Quick Actions: One-click assignment buttons for common campaigns
        • Assignment Rules: Show any automatic assignment rules that apply to this customer

Phase 3 AI Segmentation Engine​

Automatic Segmentation (AI/ML)​

  • Phase 3 Behavior-Based Clustering

    • Phase 3 Description for UI Designer: Design an interface for displaying AI-generated customer clusters based on behavior patterns:
      • Cluster Visualization: Display clusters in a visual format (e.g., scatter plot, network graph, or card-based cluster groups) showing relationships between customer groups
      • Cluster Details Panel:
        • Show cluster name/ID and customer count
        • Display key characteristics that define the cluster (e.g., "Frequent weekend shoppers", "High engagement, low purchase")
        • List top behaviors/attributes that distinguish this cluster
      • Cluster Comparison: Side-by-side comparison view to compare characteristics of different clusters
      • Customer List: Expandable list showing customers within each cluster with ability to view individual profiles
      • Cluster Insights: AI-generated insights explaining why customers were grouped together
      • Export Options: Export cluster data, customer lists, or cluster characteristics
      • Refresh Controls: Manual refresh button and display of last refresh timestamp
    • Unsupervised learning algorithms
    • Automatic customer grouping by behavior patterns

  • Phase 3 LTV-Based Grouping

    • Phase 3 Description for UI Designer: Create a visualization for customer segments based on Lifetime Value (LTV):
      • Value Tier Display: Visual representation of value tiers (e.g., High Value, Medium Value, Low Value) with clear boundaries and definitions
      • Distribution Chart: Bar chart or pie chart showing distribution of customers across value tiers
      • LTV Metrics: Display average LTV, median LTV, and LTV range for each tier
      • Tier Definitions: Clear explanation of LTV thresholds for each tier (e.g., "High Value: LTV > $500")
      • Customer List by Tier: Tabbed or filtered view to see customers in each value tier
      • Tier Trends: Show how customer distribution across tiers changes over time (if historical data available)
      • Action Recommendations: Suggest marketing actions for each tier (e.g., "High Value: VIP program", "Low Value: Re-engagement campaign")
      • Export & Reporting: Export tier assignments and generate LTV reports
    • High-value vs low-value customer segments
    • Lifetime value prediction and categorization

  • Phase 3 Churn Risk Prediction

    • Phase 3 Description for UI Designer: Design an interface for displaying churn risk scores and predictions:
      • Risk Score Display: Prominent display of churn risk score (e.g., 0-100 scale or Low/Medium/High categories) with color coding (green/yellow/red)
      • Risk Factors Panel: List of factors contributing to churn risk (e.g., "No purchase in 60 days", "Decreased engagement", "Competitor activity detected")
      • Risk Timeline: Visual timeline showing how churn risk has changed over time
      • Recommended Actions: Actionable recommendations to reduce churn risk (e.g., "Send re-engagement offer", "Schedule follow-up call")
      • At-Risk Customer List: Filterable list of all customers with high churn risk, sortable by risk score
      • Risk Alerts: Dashboard alerts or notifications for customers whose risk score has increased significantly
      • Intervention Tracking: Track actions taken to prevent churn and their effectiveness
      • Churn Probability: Display probability percentage (e.g., "75% chance of churning in next 30 days")
    • AI-powered churn risk scoring
    • Early warning system for at-risk customers

  • Phase 3 Persona Assignment

    • Phase 3 Description for UI Designer: Create an interface for displaying and managing AI-assigned customer personas:
      • Persona Display: Show assigned persona prominently (e.g., "Trend Seeker", "Bargain Hunter", "Loyal Customer") with persona icon and description
      • Persona Gallery: Visual gallery or list of all available personas with:
        • Persona name and icon
        • Description of persona characteristics
        • Number of customers assigned to this persona
        • Key behaviors/attributes that define the persona
      • Persona Details: Click on persona to see:
        • Detailed persona definition
        • List of customers with this persona
        • Typical behaviors and preferences
        • Recommended marketing approaches
      • Persona Confidence: Show AI confidence score for persona assignment
      • Persona History: Timeline showing persona changes over time (if customer's persona has changed)
      • Persona Comparison: Compare characteristics across different personas
      • Filter by Persona: Filter customer lists by assigned persona
    • Automatic persona classification (e.g., Trend Seeker, Bargain Hunter)
    • Phase 3 Auto-refresh segments based on latest data
      • Phase 3 Description for UI Designer: Design controls for managing automatic segment refresh:
        • Refresh Settings Panel: Configuration interface for auto-refresh settings:
          • Toggle to enable/disable auto-refresh
          • Refresh frequency selector (daily, weekly, monthly, custom schedule)
          • Time of day for refresh
          • Notification preferences (email when refresh completes)
        • Refresh Status Display: Show current refresh status (In Progress, Completed, Failed) with timestamp
        • Refresh History: Log of past refresh operations with:
          • Timestamp
          • Status (success/failure)
          • Changes detected (e.g., "5 customers moved to different segment")
          • Duration of refresh operation
        • Manual Refresh Button: Allow admins to trigger manual refresh with confirmation
        • Refresh Preview: Before auto-refresh, show preview of expected changes
        • Progress Indicator: Real-time progress bar during refresh operations
        • Error Handling: Clear error messages if refresh fails, with retry option

Manual/Custom Segments​

  • Phase 3 Filter Builder
    • Phase 3 Description for UI Designer: Design a powerful, intuitive filter builder interface for creating custom customer segments:
      • Drag-and-Drop Interface: Allow users to drag filter conditions into a builder canvas, or use a form-based approach for simpler UX
      • Filter Categories: Organize filters by category (Demographics, Behavior, Purchase History, Engagement, Custom Attributes) in a sidebar or dropdown
      • Filter Conditions: For each filter, provide:
        • Attribute selector (e.g., "Age", "Total Spend", "Last Visit Date")
        • Operator selector (equals, greater than, less than, contains, between, etc.)
        • Value input field (with appropriate input types: number, date picker, dropdown, multi-select)
      • Logical Operators: Support combining filters with AND/OR logic with visual grouping (parentheses)
      • Filter Groups: Allow grouping multiple conditions with visual nesting or indentation
      • Live Preview: As filters are added/modified, show real-time count of matching customers
      • Filter Validation: Validate filter logic and show errors for invalid combinations
      • Save Draft: Allow saving filter configurations as drafts before finalizing
      • Filter Templates: Provide pre-built filter templates for common use cases
      • Undo/Redo: Support undo/redo for filter modifications
    • Combine multiple filters (age, spend, visits, interests)
    • Phase 3 Save and name custom segments
      • Phase 3 Description for UI Designer: Design a segment management interface:
        • Save Dialog: Modal or inline form to save current filter configuration with:
          • Segment name input (with validation for uniqueness)
          • Segment description (optional)
          • Category/tag assignment (optional)
          • Icon selection (optional)
        • Segment Library: List view of all saved segments with:
          • Segment name and description
          • Customer count
          • Last updated timestamp
          • Quick actions (Edit, Duplicate, Delete, Apply to Campaign)
        • Segment Search: Search bar to quickly find segments by name or description
        • Segment Organization: Support folders, categories, or tags to organize segments
        • Segment Sharing: Option to share segments with team members or mark as private
        • Segment Versioning: Track changes to segments over time with version history
    • Phase 3 Real-time population count
      • Phase 3 Description for UI Designer: Display dynamic customer count for segments:
        • Count Display: Prominent display of current segment population count (e.g., "1,234 customers") with update indicator
        • Count Updates: Real-time or near-real-time updates as filters are modified or data changes
        • Count Breakdown: Optional breakdown showing count by sub-criteria or demographics
        • Historical Count: Show how segment size has changed over time (if tracking enabled)
        • Loading States: Show loading spinner or skeleton while count is being calculated
        • Count Accuracy Indicator: Display when count was last updated and data freshness
        • Large Count Handling: For very large segments, show approximate count with note (e.g., "10,000+ customers")
    • Phase 3 Segment preview and export functionality
      • Phase 3 Description for UI Designer: Design preview and export interfaces:
        • Preview Panel:
          • Show sample list of customers matching segment (e.g., first 10-20 customers)
          • Display key customer information (name, email, membership tier, key attributes)
          • Pagination or "Load More" for viewing additional customers
          • Search within preview list
        • Export Options:
          • Export button with dropdown menu for format selection (CSV, Excel, JSON)
          • Export scope selector (All customers, Current page, Selected customers)
          • Field selection: Choose which customer fields to include in export
          • Export progress indicator for large segments
          • Download notification when export is ready
        • Export History: Track past exports with download links (if files are stored temporarily)
        • Export Templates: Save export configurations for reuse
        • Preview Filters: Additional filters to refine preview (e.g., sort by, limit results)
    • Phase 3 Rule-based triggers for auto-assignment
      • Phase 3 Description for UI Designer: Design an interface for creating automatic segment assignment rules:
        • Rule Builder: Similar to filter builder but focused on trigger conditions:
          • Trigger event selector (e.g., "Customer makes purchase", "Customer reaches point threshold", "Date-based trigger")
          • Condition builder (when trigger fires, what conditions must be met)
          • Target segment selector (which segment to assign customer to)
        • Rule Configuration:
          • Rule name and description
          • Enable/disable toggle
          • Priority/execution order (if multiple rules could apply)
          • Execution frequency (immediate, daily batch, etc.)
        • Rule Testing: Test rule with sample data before activating
        • Rule Execution Log: View history of rule executions:
          • When rule was triggered
          • How many customers were assigned
          • Any errors or warnings
        • Rule Management: List of all rules with status, edit, duplicate, delete options
        • Conflict Resolution: Handle cases where customer matches multiple rules with clear conflict resolution strategy
        • Rule Templates: Pre-built rule templates for common scenarios

Predictive Analytics​

  • Phase 3 Engagement Score

    • Phase 3 Description for UI Designer: Design an interface for displaying customer engagement scores:
      • Score Display: Prominent display of engagement score (e.g., 0-100 scale or percentage) with visual indicator (progress bar, gauge, or score badge)
      • Score Interpretation: Clear explanation of what the score means (e.g., "85 - High engagement, likely to interact with campaigns")
      • Score Breakdown: Show factors contributing to the score (e.g., "Email opens: +20", "Website visits: +15", "Social interactions: +10")
      • Historical Trend: Line chart or trend indicator showing how engagement score has changed over time
      • Score Comparison: Compare individual customer score to average or segment average
      • Engagement Level Badge: Visual badge indicating engagement level (High/Medium/Low) with color coding
      • Recommendations: Actionable recommendations to improve engagement score
      • Score Filters: Filter customer lists by engagement score ranges
    • Likelihood to interact with campaigns
    • Engagement probability scoring

  • Phase 3 Purchase Intent Score

    • Phase 3 Description for UI Designer: Create a visualization for purchase intent predictions:
      • Intent Score Display: Show purchase intent score (0-100 or percentage) with clear visual representation
      • Intent Factors: Display key factors influencing purchase intent:
        • Recent browsing behavior
        • Product views
        • Cart additions
        • Time since last purchase
        • Engagement with promotional content
      • Intent Timeline: Visual timeline showing how purchase intent has changed over time
      • Intent Categories: Categorize customers by intent level (High Intent, Medium Intent, Low Intent) with distinct visual styling
      • Product Recommendations: Based on intent score, show recommended products or offers
      • Intent Alerts: Notifications or highlights for customers with high purchase intent
      • Intent-Based Targeting: Quick actions to target high-intent customers with campaigns
      • Score Confidence: Display AI confidence level for the prediction
    • Predict customer purchase likelihood
    • Intent-based targeting

  • Phase 3 Discount Sensitivity Analysis

    • Phase 3 Description for UI Designer: Design an interface for displaying discount sensitivity insights:
      • Sensitivity Score: Display discount sensitivity score or category (High/Medium/Low sensitivity) with explanation
      • Sensitivity Factors: Show factors that indicate sensitivity:
        • Historical response to discounts
        • Purchase behavior with/without discounts
        • Price point preferences
        • Competitive shopping behavior
      • Response Prediction: Predict how customer will respond to different discount levels (e.g., "10% off: 60% likely to purchase", "20% off: 85% likely")
      • Optimal Discount Calculator: Tool to suggest optimal discount level for this customer
      • Sensitivity Segmentation: Group customers by sensitivity level with visual distribution chart
      • Historical Analysis: Show past discount campaigns and customer response rates
      • Recommendations: Suggest discount strategies (e.g., "This customer responds well to 15-20% discounts")
      • A/B Test Suggestions: Recommend A/B test scenarios for different discount levels
    • Analyze customer response to discounts
    • Optimize promotional strategies

  • Phase 3 Campaign Propensity

    • Phase 3 Description for UI Designer: Create an interface for campaign response predictions:
      • Propensity Score Display: Show likelihood of customer responding to a specific campaign (percentage or score) with visual indicator
      • Campaign Selector: Dropdown or search to select campaign for propensity analysis
      • Propensity Breakdown: Display factors contributing to propensity:
        • Past campaign response history
        • Content preferences
        • Channel preferences
        • Timing preferences
      • Multi-Campaign Comparison: Compare propensity scores across multiple campaigns to identify best fit
      • Propensity Ranking: Rank campaigns by customer's propensity to respond
      • Optimal Channel Indicator: Suggest best channel for reaching this customer (Email, SMS, WeChat, etc.)
      • Optimal Timing: Suggest best time/day to send campaign to this customer
      • Propensity Trends: Show how propensity has changed over time for similar campaigns
      • Bulk Propensity View: View propensity scores for multiple customers in a list/table format
    • Predict response rates to specific campaigns
    • Improve campaign targeting accuracy

Phase 3 Admin Tools​

  • Phase 3 Role-based access control for customer data

    • Phase 3 Description for UI Designer: Design a comprehensive role and permission management interface:
      • Role Management Panel:
        • List of all roles (Admin, Manager, Agent, Viewer, etc.) with descriptions
        • Create new role button
        • Edit, duplicate, delete role options
      • Permission Matrix:
        • Grid or table showing roles vs. permissions
        • Checkboxes or toggles for each permission (View Customer Data, Edit Customer Data, Export Data, View Analytics, Manage Segments, etc.)
        • Permission categories (Customer Profile, Segmentation, Campaigns, Analytics, Admin Settings)
      • User Assignment:
        • Assign users to roles
        • View which users have which roles
        • Support for multiple roles per user
      • Permission Preview: Show what a specific role can/cannot do in a clear list format
      • Data Access Controls:
        • Field-level permissions (which customer fields can be viewed/edited)
        • Segment-level permissions (which segments can be accessed)
        • Campaign-level permissions
      • Access Logs: View logs of permission changes and role assignments
      • Role Templates: Pre-built role templates for common use cases