Safely Bulk Upload Customer Name for Personalized Greeting

How to Bulk Upload Customer Names

Learn how to instantly personalize your Kea AI assistant by uploading customer names and phone numbers in one step.

With bulk upload, your AI can greet customers by their first name on their very first call, no weeks of training required. You can easily upload customer data exported from your POS or marketing tools and start building personalized experiences right away.

This information is safeguarded under strict privacy and security controls by Kea to prevent any unauthorized disclosure.

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1

1. Log into the Kea Brand Portal

Go to https://app.kea.ai and sign in with your account credentials. In the top-right corner, click on your avatar.

2

Open Bulk Upload Customers

From the dropdown menu, select Bulk Upload Customers within the dropdown of your avatar.

3

Download the Template

You’ll see an option to download a template.

• Copy and paste your customer names and phone numbers into the template to match the optimal upload format.

• Make sure the format matches so the AI can recognize and train on the data correctly.

4

Upload Your File

Re-upload the completed template. From this point forward, Kea will recognize these phone numbers and greet customers by their first name.

Have the AI Greet Customer by First Name

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Pro Tip: If a caller gives a different name while placing an order, they can update it at the end of the call. Kea will save the new name for future calls.