Personas

The Personas page lets you view, search, customize, and export customer records in AIQ. Use it to find specific customers, download data, understand persona sources, and manage archived personas.

Persona Page Overview

The Persona Details page shows a complete snapshot of a customer’s profile, loyalty status, points balance, and activity. From here, you can view key details, manage points, review interaction history,…

Persona Card Overview

A persona represents a customer profile created from different sources. You can view and manage all personas from the Customers > Personas page, where key details like contact information, points…

Creating New Personas

File uploads let you quickly add or update Personas in bulk. This is useful for migrations, filling missing records, or creating targeted audiences. Uploaded customers automatically form an audience.

Bulk Import Personas

Archiving a persona allows you to remove a customer from point accrual and prevent them from being re-imported. This section explains how to view archived personas, archive or unarchive them,…

Archived Personas

Staff View (Wallet Search) lets team members find customer wallets to edit persona traits, adjust points, and redeem discounts. This article covers setup, usage, and troubleshooting.

Staff View

If a customer profile was deleted, archived, or blocklisted for privacy compliance, AIQ offers a secure Account Recovery process to restore the account and loyalty points. Blocklisted profiles stay hidden…

Account Recovery

Receipt Lookup allows you to search specific receipt IDs to locate the Persona and the sale associated with that receipt. This tool is primarily used for troubleshooting issues related to…

Receipt Lookup

Minors appear in contact lookups but are restricted: no messaging, loyalty, exports, or audience inclusion. Identified via isMinor with limited profile data.

Minor Personas

Persona Management

AIQ automatically merges customer personas across POS, Ecommerce, loyalty signup, and other sources to maintain a unified master profile. This article explains merge logic, timing, examples, and how to view…

How Persona Merges Happen

If you’re seeing missing personas, incorrect emails, mismatched transactions, or unexpected merges, use this troubleshooting guide.

Troubleshooting Persona Merges

AIQ merges most duplicate personas automatically, but you may occasionally need to correct or separate records by updating customer contact information.

Manual Persona Merging

Persona Merging

AIQ automatically adjusts a persona's points total for various reasons.

Automatic Points Modifiers

Learn how to manually add or subtract loyalty points on the persona card.

Manually Adjust Points

Points

AIQ Academy

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