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Strengthening customer relations is essential for ongoing success in an ever more competitive world where loyalty can be fleeting and churn can be debilitating. AI, when deeply integrated across an organization’s data ecosystem, can play a powerful role in strengthening the connection between an organization and its customers.

The Wall Street Journal, in an article about harnessing the power of AI to enhance customer relationships, writes “The AI agent has access to an enormous amount of data about users that makes it possible to tailor recommendations, information, and insights to their needs.”

This is exactly what we do at Datafi, with our unified interface for enterprise data, which gives employees secure granular access to all of an organization’s data stores—whether the information is in a data warehouse, SharePoint, line of business applications, third-party applications such as Salesforce or Snowflake, or stored on email or file servers.

Giving Employees Personal Knowledge Agents

In addition to providing employees with secure, granular access to data, we also provide employees with powerful AI agents, which we call Knowledge Agents because of their ability to gather information from across an organization’s data ecosystem and translate that data into knowledge that can help everyone perform better.

Giving employees secure granular access to all of an organization’s data—through our unified interface—takes the pain out of searching for information. Employees can simply ask their Datafi Knowledge Agent a question, through either the chat interface, or typing the request in simple English. Behind the scenes, Datafi locates relevant data and transforms it into actionable information. Employees don’t need to know how to code, or to even know where the information is stored.

Our Knowledge Agents are always learning, and as each employee works with their own Knowledge Agent, it becomes a powerful—personalized—assistant. The same learning and personalization extends to working with customers. Employees gain a deeper understanding of customer needs and habits, as does their personalized Knowledge Agent.

“Once an AI knows you and remembers your history, it stops feeling like a tool and starts to feel like a companion,” Conor Grennan, Chief AI Architect at New York University Stern School of Business, told the Wall Street Journal. “It starts to blur the line between an AI brand ambassador and just a friend who shares your taste.”

The Power of Real-Time Data Integration

The Datafi unified interface for enterprise data provides the real-time data integration that AI requires to maximize its potential in supporting and strengthening customer relationships. The benefits of real-time data integration were written about recently in a Forbes article titled “How AI is Transforming Customer Service.”

“Data integration is equally important,” Forbes writes. “AI systems can pull data from multiple sources, including customer profiles, previous interactions, and real-time account information, to provide a seamless and personalized service. For instance, AI can access a customer’s entire interaction history and provide real-time suggestions or resolutions based on that information.”

Whether working in sales, customer support, marketing, or any other customer-focused area, our Knowledge Agent helps employees perform proactively to anticipate customer needs and to prevent customer disappointment. Employees can use Datafi’s no-code, drag & drop application framework to create their own custom apps—including apps that can automatically and seamlessly serve basic customer needs, freeing employees for providing the human touch in building customer relationships.

Security and Data Governance

Providing access across an organization’s data ecosystem requires strong security and the ability to enforce data policy and governance. Datafi builds security and governance into the foundation of its AI architecture. Datafi provides data administrators with the tools to apply policy and governance, including the ability to track data access.

For security, Datafi enforces attribute-based access control (ABAC) security that stays with the data, ensuring the contextual security required for AI. ABAC is used by the most security-focused enterprises because it enforces access control at a deeper level, directly on the data itself, enhancing data security. This means that if a person requests data, the Datafi Knowledge Agent will respond only with information they are allowed to see—masking out fields, for example, that contain PII or other sensitive information.

AI is a powerful tool. Datafi, with its unified interface for enterprise data and its personalized Knowledge Agents, provides a powerful yet user-friendly foundation for harvesting the benefits of AI, including to strengthen customer relationships to earn long-term loyalty.

Check more at datafi.co