Step 01
Ingest from every channel
POST conversations from calls, live chat, email, web forms, and ad leads. Face360° validates against your tenant schema and queues each interaction for processing.
Customer Intelligence Platform
Identity Resolution & Customer Unification
Every channel. One customer. Intelligence that compounds.
Ingest every touchpoint, resolve identity, and unify fragmented records into one profile — ready for AI insights.
Built for teams who need one customer truth
Face360° sits between your channels and your AI — resolving identity before insights compound.
CX & support leaders
Stop agents from re-asking for phone numbers and policy details. One profile, every channel, full conversation history.
Data & operations
Configurable schemas and match rules — no hardcoded CRM fields. Publish a version, ingest, and measure resolution outcomes.
Insurance & regulated sales
SafeDrive demo shows auto-insurance workflows: vehicle, policy, and contact fields unified across calls, chat, email, and forms.
Your customers aren't fragmented. Your data is.
The same person shows up as different records in your CRM, support desk, and marketing tools. Agents repeat questions. Dashboards double-count. AI models train on incomplete, conflicting context. Face360° fixes identity first — so every team and every model works from the same customer truth.
Before Face360° → After Face360°
20 raw interactions become 10 unified profiles — same person, one record.
Before
5 duplicate records for one customer
- • Michael called, chatted, and emailed — three separate CRM rows
- • Dashboards double-count leads and renewals
- • AI trains on conflicting contact details
After
1 unified profile, 4 touchpoints
- • Match rules on phone + email link every channel automatically
- • Michael Torres: one timeline, unified badges, merged fields
- • 50% fewer duplicate customer rows in the SafeDrive demo
From raw interaction to golden profile
Four steps. No manual stitching. Full context for every decision.
Step 02
Extract with schema-aware AI
AI reads each interaction against your published customer schema — names, contact details, policy fields, vehicle data, and more.
Step 03
Resolve identity automatically
Configurable match rules link new touchpoints to the right person — even when the channel, spelling, or format differs.
Step 04
Unify and activate intelligence
Repeat interactions update one profile. Sentiment, intent, and AI insights build on a merged timeline — not scattered fragments.
Platform capabilities
Everything you need to unify customer data and run AI on complete context — configurable per tenant, not hardcoded per industry.
Real product UI
Custom schema builder
Define your customer model — no code, no fixed CRM template
Build field groups, types, and AI aliases in a visual editor. Publish a version when ready — AI extraction follows your schema, not a vendor default.
- Visual field tree with groups: Identity, Contact, Vehicle, Policy
- Field types: text, phone, email, date, select, and more
- Structure and Editor views with publish workflow
- SafeDrive demo ships with a published auto-insurance schema
Real product UI
Schema AI Assist
Fix, create, or improve fields from plain English or JSON
Import fields from JSON, validate structure, and let AI Assist deduplicate labels, fix errors, or add new fields from a short instruction — all scoped to your schema version.
- Fix errors, create fields, or improve structure
- Optional natural-language instructions
- Validate before replace — no silent overwrites
Real product UI
Match rules builder
Teach the system who is who — your fields, your logic
Build visual AND/OR rule groups on any schema field. Matchers like EXACT and NORMALIZED link new interactions to existing customers — with clear CREATED vs UPDATED resolution outcomes.
- Configurable rules on phone, email, or custom identifiers
- AND/OR groups with visual rule tree
- Match confidence scoring and resolution outcomes
- SafeDrive demo: phone + email AND rules pre-published
Real product UI
AI Governance
Control how AI behaves across your organization
Manage LLM providers, assign models per feature, version prompts, and set tenant AI instructions — so extraction and insights stay consistent and auditable.
- Provider registry: OpenRouter, OpenAI, Anthropic, Gemini
- Per-feature model assignment and configuration
- Versioned prompts with publish workflow
- Playground for testing before production
Illustrative
Real-time interaction pipeline
Watch every touchpoint move from ingest to unified profile
Interactions flow through ingest, schema validation, AI extraction, identity resolution, and profile unification — with live status updates in the queue.
- Multi-channel ingest: CALL, CHAT, EMAIL, FORM
- Live queue: RECEIVED → PROCESSING → EXTRACTING → RESOLVING → COMPLETED
- Each completed interaction updates or creates a customer profile
Illustrative
Security & trust
Enterprise-ready from day one
Multi-tenant workspaces, role-based access, invitation-only onboarding, and audit-ready publish states for schemas, match rules, and AI prompts.
- Tenant-isolated workspaces with dedicated data
- RBAC: Admin, Manager, Agent, Viewer
- Invitation-only access — no public signup
- Published schema, match rules, and prompt versions tracked
See it work on real multi-channel data
The SafeDrive Auto Insurance demo ingests 20 conversations across calls, chat, email, and forms — and resolves them into 10 unified customer profiles you can explore live.
20
Interactions ingested
10
Unified customer profiles
Phone + Email
Active match rules
Dashboard and profile views above are real Face360° product screenshots from the SafeDrive demo workspace.
90-second walkthrough
Watch the SafeDrive story: 20 interactions → 10 unified customers → Michael Torres profile.
Follow the interactive demo guide for the full 20 → 10 identity resolution story.
Download presenter script (PDF-ready markdown)What happens after you sign in
Follow this path in the SafeDrive demo workspace — the full story in under 10 minutes.
Step 1
Sign in to SafeDrive
Use the demo credentials below. You land in the SafeDrive Auto Insurance workspace with schema and match rules already published.
Workspace: safedrive-demo
Step 2
Load demo interactions
Click “Load demo interactions” on the Demo guide — 20 multi-channel payloads queue automatically. No PowerShell or JWT copy-paste.
/demo → Load demo interactions
Step 3
Watch the interaction queue
Open Interactions and see statuses advance from RECEIVED through COMPLETED as AI extracts fields and resolves identity.
/interactions
Step 4
Count unified customers
Open Customers — expect 10 rows with real names and contact details, not 20 numeric IDs.
/customers
Step 5
Open Michael Torres
Four timeline events on one profile — unified badges, sentiment chart, and intent breakdown on a single record.
Customer profile → Michael Torres
Step 6
Check resolution outcomes
Dashboard Identity Resolution chart shows UPDATED for repeat customers and CREATED for first-time leads.
/dashboard
API & integrations
Ingest from any channel via API
POST raw conversations to Face360° — schema validation and AI extraction happen automatically.
POST /api/v1/ingestions
{
"source": "CALL",
"externalId": "safedrive_michael_001",
"content": "Customer: Michael Torres, +15125551234…",
"metadata": { "channel": "inbound_call" }
}Why Face360° instead of stitching tools together?
Spreadsheets + manual dedup
Breaks at scale; no live pipeline or audit trail
CRM alone
Fixed fields; identity rules bolted on per integration
CDP
Heavy implementation; schema often vendor-defined
Face360°
Tenant schema + match rules + AI pipeline — identity first, then intelligence
Frequently asked questions
What does Face360° do in one sentence?
Face360° resolves customer identity across channels and unifies touchpoints into one profile — so teams and AI work from the same customer truth.
What are the demo credentials?
Email: demo@safedrive.local · Password: Admin@123 · Workspace: SafeDrive Auto Insurance. After sign-in you land on the Demo guide.
How do I load demo data?
Open /demo and click “Load demo interactions,” or use the channel simulator at /simulate?story=1 to send payloads one at a time. No PowerShell required for sales demos.
How long until customers appear?
Allow roughly 30–60 seconds per interaction while the intelligence worker processes the queue. The Demo guide shows live readiness status.
Can I change schema and match rules?
Yes. Each tenant has its own customer schema and match rule set. Edit in Schemas, publish a new version, and re-ingest to see updated behavior.
Is there public signup?
No. Face360° is invitation-only. Admins invite users to a workspace — contact sales for a pilot workspace.
Start with a workspace that's ready to demo
The SafeDrive tenant ships with a published auto-insurance schema, phone + email match rules, and AI governance pre-configured. Sign in, load demo interactions, and watch identity resolution unify your customers in minutes.
demo@safedrive.local / Admin@123
Sign in → open Demo guide at /demo for the presenter checklist