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Your member data, now AI-ready.
AI that analyzes and plans inside the app. AI customer service that greets every customer in your Service Center. Outside AI tools and systems that can work with your CRM. All running on one set of member data.
Good AI starts with knowing your customers.
AI that doesn’t know the customer has to ask them to start over. Connected to Social CRM, it sees their tags, what they bought and what you last talked about, so it gets straight to the point.
That’s Agentic CRM. Not another chat window, but AI that works from the member data you’ve built up over the years.
Moving next month. Opened four dining-set broadcasts in three weeks and asked twice about weekend delivery.
Understand a member in three seconds.
Dozens of tags, hundreds of messages, and no need to scroll through them all. One click on the member card and AI sums up what this customer cares about, where your last conversation left off and what to say next.
- Agents know what matters to the customer before they step in
- Sales reps see where things left off before they follow up
Describe what you want. AI drafts the plan.
Running a campaign? Describe what you want to track and how people should interact on site, and AI plans the full set of tags plus connected chatbots in one go. Nothing is created until you review, edit and confirm.
Naming stays consistent, so new teammates can follow along.
AI answers the customer. The profile updates itself.
Connect AI customer service from AI Teams to your Service Center by choosing an account. AI sees the member profile while it replies, and the name and phone number a customer shares in chat are saved to their profile automatically, with the tags you choose.
When a customer asks for a person, AI hands the chat to your team with the whole conversation intact.
Meet AI customer service→You gained 1,840 friends in three months, with the biggest jump during September’s in-store event week. Your three most-clicked posts were all about new products, so keep that theme going in Q4.
Your quarterly review, from a single prompt.
Install OakMega’s Claude plugin, type “build a review of last quarter”, and it reads your Social CRM directly, pulling friend growth, post performance and tag trends into a report.
No exports, no spreadsheets, no code. Ask about any tag or audience in plain language.
Your systems know every member, too.
With the open API, your POS, ERP and website can look up members, add tags and send messages. With webhooks, new messages and form responses reach your systems in real time.
Next up is MCP, so the AI tools you already use can connect to Social CRM without code. Want early access? Let’s talk.
System integration→Where to begin depends on who’ll use it.
You don’t need everything on day one. Start with your team’s daily work. Every kind of AI follows the same rules: it only sees what the user is allowed to see, every access is logged, and the important calls stay with you.
| Option | Best for | What it does |
|---|---|---|
| In-app AI | Marketing and service teams working in the app every day | Reads members, plans tags and chatbots |
| AI customer service | Service teams who want AI to reply first, with people in charge | Replies first and writes data back to the profile |
| Claude plugin | Managers and marketers who want numbers from one question | Quarterly reviews, tag growth, audience reports |
| Open API & webhooks | IT teams connecting POS, ERP or the website to member data | Looks up members, tags, messages; events in real time |
Start your AI transformation today.
