Customer Data in ZiFlow.Me: How It Powers CRM, Briefings, and Modules
What ZiFlow.Me stores from WhatsApp and Telegram, and how that data is used in CRM, daily briefings, broadcasts, reactivation, and campaigns.
Data in ZiFlow.Me is what makes the product useful: the assistant keeps context, CRM shows the stage, the owner receives a Telegram briefing, and broadcasts, reactivation, and campaigns work from client statuses.
What Data Appears in ZiFlow.Me
- phone number or Telegram identifier;
- client name if available;
- conversation text;
- voice message transcription;
- CRM status;
- deal amount if it appears in the card or conversation;
- events in the connected work calendar;
- business settings: services, prices, hours, assistant instructions;
- owner conversations with the Telegram advisor.
How Modules Use Data
| Module | Data used | Business value |
|---|---|---|
| AI assistant | Business description, price list, chat history | Replies in WhatsApp and Telegram with context |
| CRM | Contact, channel, status, amount, conversation | A structured client card |
| Daily briefing | Metrics, leads, statuses, channels | Owner summary in Telegram |
| Telegram advisor | Metrics, recent leads, conversations, owner memory | Answers about clients and funnel |
| Quick broadcast | CRM status and client channel | One-time message to a selected group |
| Reactivation | Last activity and status | Return quiet clients |
| Campaigns | Status, channel, schedule | Scheduled messages by segment |
External Services
| Task | Service |
|---|---|
| Login and database | Firebase / Firestore |
| AI replies and voice transcription | OpenAI |
| WhatsApp integration | Evolution |
| Telegram | Telegram |
| ZiFlow.Me subscription payment | FreedomPay |
| Email notifications | Resend |
Kaspi payments happen directly between the client and your Kaspi account. ZiFlow.Me sends the link but is not a bank or payment provider.
OpenAI and Model Training
ZiFlow.Me uses OpenAI for replies, owner advice, and voice transcription. According to OpenAI's official policy, business customer data is not used to train models by default unless the organization opts in.
What to Add to Your Policy
Make sure clients can understand:
- what data is collected in WhatsApp and Telegram;
- why it is needed: reply, book, send a payment link, maintain CRM;
- which services help process it;
- how a client can request deletion or clarification;
- who inside your team can access CRM and conversations.
Summary
ZiFlow.Me uses customer data to connect conversations, CRM, calendar, briefings, broadcasts, reactivation, and campaigns. Clear data rules make automation calmer for the team and clients.