• CONTACT INFO
  • LOGS
  • CONTEXT
  • HUMAN

How to retrieve customer profile history with your AI

Connect Dixa to your AI client to pull contact details and interaction logs instantly. You stop hunting through tabs and just ask for the data.

Ask AI about this page

Short answer

How can I get customer details and history using my AI?

Your AI client uses Dixa tools to find specific users and pull their conversation logs. You get the exact contact info and past messages you need through a simple chat command. You'll see the specific data points below.

What you get

Data outcomes

The AI pulls data from Dixa to give you these specific results.

CONTACT INFO

Specific user details

The AI identifies the right person in your system. You get their contact information and profile details immediately.

LOGS

Past conversation history

The AI looks up previous interactions. You get a clear view of what was discussed in past chats.

CONTEXT

Customer background

The AI connects the dots between different interactions. You get the full picture of a customer's history.

HUMAN

Manual intervention

If the AI can't find a specific user or conversation, it tells you. You then handle the search manually in the Dixa dashboard.

The workflow

What your AI does when you ask for history.

The AI follows a logical path to find the right person and their data.

  1. Identify the user

    The AI searches your Dixa database to find the specific person you're asking about.

    list_end_users
  2. Fetch conversation logs

    Once the user is found, the AI pulls the specific details of their past chats.

    get_conversation_details
  3. Summarize history

    The AI reads through the retrieved logs to provide a clear answer to your question.

    get_conversation_details
  4. Report missing data

    If no matching user or conversation exists, the AI informs you clearly.

    list_end_users

Try it

Copy these to start.

Use these prompts to get moving immediately.

Starting points

Swap out the names and email addresses for the actual customers you need to look up.

Dixa Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_ulWGITGVTLweveRLr1L8IsfgvaJt8NHFJO2WUv8d/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Dixa capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "dixa-alternative-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_ulWGITGVTLweveRLr1L8IsfgvaJt8NHFJO2WUv8d/mcp"
    }
  }
}
Copy into chat04
  • Find the contact details for customer alex.smith@example.com

  • Show me the conversation history for the user with ID 98765

  • What was the last conversation with the customer Sarah Jenkins?

  • List the end users in my Dixa account to find a specific profile

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Dixa once, then ask.

Click the link below to link your account. Your login stays encrypted on our side, and you can see the full tool list on the Connector page.

Connect Dixa to your AI

FAQ

Common questions

  • 01

    Can the AI change customer profile information?

    No. The tools only allow the AI to read and retrieve existing data.

  • 02

    Can I delete old conversations using my AI?

    No. The AI cannot delete or modify any records in Dixa.

  • 03

    Does the AI see all my Dixa data?

    The AI only accesses the specific data required to answer your prompt using the provided tools.

  • 04

    What happens if the AI can't find a user?

    The AI will tell you it couldn't find a match. It won't guess or invent user details.

  • 05

    Can I use this with any AI client?

    Yes, as long as you use an MCP-compatible client like Claude, Cursor, or Windsurf.

  • More questions about Dixa? The Connector page answers them. See everything the Dixa Connector can do

Connect Dixa to Claude, Cursor, ChatGPT & more