CapGo - Docs
CtrlK
  • Getting Started
    • Overview
    • Features
      • Run the Table
      • Select Data Sources
      • Create List
      • Chat PDFs in Bulk
      • Extract Text To Table
      • How Best Users Leverage CapGo
  • Use Cases
    • Sales, Business Development
      • Build List
      • Lead Enrichment, Lead Qualification
      • Account Research, Profile Building
      • Send Mass Email in Table
      • Automate Meeting Summary
    • Marketing
      • Programmatic SEO
      • Build List
      • Lead Enrichment, Lead Qualification
      • Account Research, Profile Building
      • Send Mass Email in Table
    • Market, Investment Research
      • Market Research
      • Chat PDF in Bulk
    • Product Manager
      • Customer Insights (KYC)
      • Automate Meeting Summary
  • Team
    • Founders
    • Contact
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  1. Use Cases
  2. Product Manager

Customer Insights (KYC)

Enrich customer info, analyze use caes, and identify possible issues.

Steps:

  1. Input user info such as email, name, company name -> enrich full people info

  2. Input user usage info -> identify potential usage issues

  3. Combining usage info and people info -> use GPT to come up with use cases

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Last updated 11 months ago