Can I manage loyalty from the CRM and the AI Copilot in Vareons?
Last verified: 2026-09-19
Customer profiles in Vareons include loyalty and referrals tabs backed by dedicated endpoints, so the team sees a customer points, rewards, and redemption history inside the profile without leaving the CRM. In parallel, the Copilot offers loyalty tools covering summary, settings, rewards, points add and adjust, redeem, redemptions history, and top consumers within loyalty permissions. This dual integration keeps loyalty management available from the detail screen and from the smart conversation, whichever fits the moment.
Steps for managing loyalty from both paths
- From the CRM, open the customer profile and go to the loyalty tab to review points, rewards, and history.
- Perform the target action from the profile, such as adding points or recording a redemption, within your role permissions.
- From the smart conversation, ask for the loyalty summary or top consumers for a fast read before deciding.
- Ask the Copilot to perform the operation, such as adjusting a customer points, and review the proposal before confirming.
- Follow the change reflection in the loyalty tab of the customer profile to confirm completion.
Unify the points granting and redemption policy across the team so handling never differs between paths, and document reasons on manual adjustments. Reviewing the redemptions history periodically also helps understand customer behavior and tune rewards.
For more, read loyalty program support, tracking loyalty and referrals, and managing orders, loyalty, and staff with the Copilot, or browse the answers hub.
Frequently Asked Questions
Where do I see a customer points and redemption history?
In the loyalty tab inside the customer profile in the CRM, showing points, rewards, and history without leaving the detail screen.
What does the Copilot execute in loyalty?
It handles summary, settings, rewards, points add and adjust, and redeem within loyalty permissions, showing the proposal for review before confirming.
Does handling differ between the profile and the conversation?
It should not differ, so unify the granting and redemption policy across the team and document manual adjustment reasons to keep records consistent on both paths.