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How it works

Unify. Enrich. Activate.

Unify

Every channel into one profile.

Data from web, app, WhatsApp, SMS, voice and store flows into the CDP. Identity resolution collapses the duplicates scattered across your CRM, ecommerce and spreadsheets into a single, living customer profile — actionable instantly, not in batch.

Enrich

Identity, attributes, events, segments.

The CDP stacks data in layers, and each layer enables a decision: identity and attributes feed LTV, events trigger the journey, and segments — built in natural language — activate the right channel. One foundation for the whole journey.

Activate

Event to action, in real time.

Every event that enters the CDP can trigger an activation on the right channel at the right moment — a WhatsApp conversation, a push, an email, an in-app message. Unified, clean data means better decisions and more value per customer.

One architecture

Data flows in from every channel; activation flows out to every channel — on one architecture, in real time. No silos, no batch, no duplicates. And it feeds your CRM with the whole customer; it doesn't replace it.

Real time
No batch
Every channel
in & out
Feeds
your CRM
Zero
silos
Results

Unified data, real results.

What happens when data stops being fragmented: a single profile per customer, real-time segmentation, and activation on the right channel.

Healthcare · Spain patient engagement −35% SMS cost

Unified all its patient databases in the indigitall CDP.

Retail · Mexico 20% of sales, via push +78% CSAT

Replaced mass sending with behavioral segmentation.

Travel · Mexico 720k new opt-ins 13.5M devices

Captured anonymous leads via Web Push and integrated them into its flow.

Banking · Peru 16.7% CTR on retargeting 9.4% CTR segmentation

Re-engaged abandoned mortgage and credit applications.

Results reported by indigitall customers. They are not a guarantee and vary by sector and use case.

Use cases

One profile, put to work.

What unified, real-time customer data makes possible across the journey — identity, segmentation, and activation on one architecture.

Unification

One profile from every source

Resolve duplicates from CRM, ecommerce, app and store into a single living profile — actionable instantly, not in a nightly batch.

  • Cross-channel identity
  • Real-time, not batch
  • Feeds your CRM
Segmentation

Audiences in natural language

Describe the audience in plain language and the CDP builds the segment from live behavior and attributes — ready to drop into a journey.

  • Built on real behavior
  • No SQL
  • Ready for the journey
Activation

Event to action, live

Every event — a purchase, an abandoned cart, an opt-in, a store visit — can trigger activation on the right channel at the right moment.

  • Real-time triggers
  • The right channel
  • WhatsApp · Push · Email · In-App
Built on the platform

The data layer behind every interaction.

The CDP is the data layer of the indigitall platform — the orchestration, security, identity and live integrations that turn unified profiles into action across every channel.

  • Orchestration

    Multi-Agent Supervision

    A Router Bot analyzes user intent in natural language and directs the query to the right specialized agent, human agent, or external system. Complex workflows that span multiple departments are handled without the customer knowing.

  • Real-time integration

    MCP Integration

    The Model Context Protocol connects the agent to any external system in real time — CRM, ERP, inventory, payment, healthcare record, or proprietary API. The agent fetches data, calls functions, and writes results back. Real actions, not simulations.

  • Unified profile

    Omnichannel Context

    The CDP keeps conversation state active across every channel. A customer who starts on WhatsApp, continues on the web, and calls the contact center never has to repeat themselves. Full context, zero friction.

  • Enterprise safety

    Response Security Filter

    Every response passes through a security filter before delivery — blacklists, brand-safety guardrails, and content moderation. RAG training on client-only data means the agent never hallucinates from public internet content.

  • Adaptive intelligence

    Continuous Learning

    Every resolved interaction, every escalation, and every drop-off feeds back into the model. Resolution accuracy improves over time without manual rule-writing.

  • Contact Center integration

    Human Handoff with Full Context

    When an interaction requires human judgment, the agent hands off to a live agent in the Contact Center — with the full conversation history, customer profile, and attempted resolution steps already loaded. No cold handoffs.

CDP vs CRM

Different, complementary.

The CRM manages the commercial relationship and sales. The CDP unifies data from every channel and activates it in real time. They don't compete — the CDP feeds your CRM with the complete customer.

Purpose
CRMCommercial relationship and sales
indigitall CDPUnify data to activate it
Data source
CRMManual team entry
indigitall CDPAutomatic, from every channel and source
Data type
CRMStructured and transactional
indigitall CDPBehavior, events, and identity
Identity
CRMRecords per contact, sometimes duplicated
indigitall CDPSingle profile across channels and devices
Update
CRMPeriodic, in batches
indigitall CDPIn real time
Primary use
CRMOpportunity tracking
indigitall CDPOmnichannel segmentation and activation
The CDP doesn't replace your CRM — it completes it with the unified customer.
Your data stays yours

Trained on your data. Contained in your environment. Never exposed to a public LLM.

Most AI deployments have a hidden cost that doesn't appear in the contract: every customer query sent to a public large language model is a data transfer to that provider's infrastructure. indigitall AI Agents use Retrieval-Augmented Generation trained exclusively on client-provided content. The agent knows your products, policies, and procedures. It knows nothing it wasn't taught. And everything it was taught stays inside your environment.

  • RAG-only training

    Trained on your content — product catalogs, FAQs, policy documents, service data. Nothing from the public internet. No hallucinations from Wikipedia or news content.

  • No data sent to OpenAI, Anthropic, or Google

    Customer queries do not leave your environment to be processed by a third-party LLM provider. The reasoning layer runs on indigitall's infrastructure with your data.

  • Response Security Filter

    Every response is filtered for brand safety, legal compliance, and content moderation before delivery. Blacklists prevent specific terms, competitors, or off-limits topics from appearing in any response.

  • Certified infrastructure
    Independently audited to international security, privacy, and compliance standards.
    • ISO 27001
    • GDPR
    • HIPAA
    • ENS (Spain)
    • SOC 2
Validated by 430+ customers on G2

Rated #1 by the teams that run it in production.

G2 is the world's largest B2B software review platform — 90 million verified reviews. These 76 badges were earned from customers operating indigitall every day, validating the platform reliability and AI capabilities behind OmnIA Agents.

Summer 2026

76 G2 Badges

430+ verified reviews across 8 categories — measuring delivery performance, AI capability, and platform reliability in production.

AI Chatbots

High Performer

Recognized for AI conversational capability across global, EMEA, and European markets.

Global
EMEA
Europe
#2 Usability #2 Relationship
Global

#1 Momentum Leader

The fastest-growing platform in the category — ranked above all competitors on traction and growth trajectory.

Fastest growing · verified
Mid-Market

#1 Usability

Highest usability score in the category — teams configure and run OmnIA Agents without heavy IT overhead.

9.20  / 10
Mid-Market usability score
Regional

#1 in Two Regions

Top-rated platform in Europe and Latin America — by verified customer rating, two separate G2 Regional Grids.

Europe #1
Latin America #1

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