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Customer Profile & AI Segmentation

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

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

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
    • View purchase and order history
    • 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
    • View interaction logs (visits, clicks, purchases, feedback)
    • Track customer lifecycle stage
    • Monitor membership status and points history

  • Cross-Channel Behavior Timeline

    • Unified view of customer interactions across:
      • WeChat Mini Program
      • POS systems
      • Website
      • Email campaigns

  • Tagging System

    • Manual tags for customer categorization
    • Auto-tags based on behavior and AI analysis
    • Assign customers to campaigns or journeys

WeChat Account Management​

  • Account Linking
    • View WeChat account linked status (OpenID, UnionID)
    • Sync WeChat avatar, nickname, and region data
    • Manually disconnect or reauthorize accounts
    • Map WeChat login to existing CRM profiles
    • Import WeChat fan tags and custom fields (when authorized)

AI Segmentation Engine​

Automatic Segmentation (AI/ML)​

  • Behavior-Based Clustering

    • Unsupervised learning algorithms
    • Automatic customer grouping by behavior patterns

  • LTV-Based Grouping

    • High-value vs low-value customer segments
    • Lifetime value prediction and categorization

  • Churn Risk Prediction

    • AI-powered churn risk scoring
    • Early warning system for at-risk customers

  • Persona Assignment

    • Automatic persona classification (e.g., Trend Seeker, Bargain Hunter)
    • Auto-refresh segments based on latest data

Manual/Custom Segments​

  • Filter Builder
    • Combine multiple filters (age, spend, visits, interests)
    • Save and name custom segments
    • Real-time population count
    • Segment preview and export functionality
    • Rule-based triggers for auto-assignment

Predictive Analytics​

  • Engagement Score

    • Likelihood to interact with campaigns
    • Engagement probability scoring

  • Purchase Intent Score

    • Predict customer purchase likelihood
    • Intent-based targeting

  • Discount Sensitivity Analysis

    • Analyze customer response to discounts
    • Optimize promotional strategies

  • Campaign Propensity

    • Predict response rates to specific campaigns
    • Improve campaign targeting accuracy

Campaign Integration​

  • Assign segments to campaigns
  • A/B testing per segment
  • View performance metrics by segment (open/click/purchase rates)
  • Segment-based personalization logic

Admin Tools​

  • Role-based access control for customer data
  • Audit logs for profile changes
  • Integration with external CDP or analytics platforms via API
  • AI segmentation training settings (for advanced administrators)