> ## Documentation Index
> Fetch the complete documentation index at: https://closedloop.sh/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer Profiles

> See the full picture for any customer: feedback, deals, contacts, and strategic context in one view. Answers: what's going on with this account?

Every customer with feedback in ClosedLoop AI has a profile that combines their CRM data with the product intelligence extracted from their conversations. This is where you go to answer "what's going on with this account?"

## Finding a customer

From any insight or opportunity, click a customer name to open their profile. You can also search for customers using MCP: `search_customers(query="Acme Corp")`.

## What you'll see

### Company overview

CRM data pulled from HubSpot or Salesforce: industry, country, employee count, annual revenue, deal owner. This updates automatically as your CRM syncs.

### Deals

Active pipeline and closed-won deals with values, stages, and close dates. Deal values are shown in your CRM's home currency for consistent comparison.

### Key contacts

People at the company from your CRM: names, titles, email addresses, lifecycle stages. These are the individuals whose conversations generate the insights below.

### Feedback summary

Aggregated view of all product feedback from this customer:

* Total insight count
* Deal blockers: how many insights are blocking a sale
* Churn risks: how many insights threaten the relationship
* Top categories: what types of issues this customer raises most (bugs, feature requests, etc.)

### Insights

The full list of product feedback from this customer, sorted by urgency. Each insight shows:

* What they said (verbatim)
* What they're struggling with (pain point)
* What they do instead (workaround)
* What they want to achieve (use case)
* How urgent it is (severity, emotion, deal blocker flag)

### Strategic context

Intelligence beyond product feedback: satisfaction levels, churn indicators, competitor mentions, buying behavior. Grouped by type with the most recent first.

## Common questions this answers

* **"Should we worry about this account?"**: check churn risk count and recent strategic context
* **"What does this customer actually care about?"**: top categories and pain points
* **"How much revenue is at stake?"**: won deal value + active pipeline
* **"Who should we talk to?"**: key contacts with titles
* **"What's the relationship history?"**: strategic context timeline showing satisfaction over time