See customer steps

Open it in a live Trillion

Who it is for

Business owners with customers

How it works

1. Tell your AI to show customer steps.
2. It reads the customer records.
3. It shows each customer's latest step and progress.

Trillion parts it uses

• Marketplace tools

• See it in the Marketplace

Try it with your own work

Connect the AI you already use and ask it for the job above. Trillion keeps the work, so the next AI you open carries on from there.

• Get started
• See Trillion running live

More use cases

• Every use case

• Send to audienceA sales contract needs to be sent to many people.
• Break down visitsVisits and sales need to be analyzed by source.
• Sell what you makePursuits produce things that could be sold.
• Read funnelYou want to track your sales funnel's performance.
• Run a CRM your AI keeps up to dateCustomer notes are spread across email, chats and a spreadsheet nobody updates.
• Accept program applicationAn application to a program needs to be accepted.

Checked on 2026-10-12