• IDENTITY
  • HISTORY
  • CONTEXT
  • HUMAN

How to retrieve customer profiles with your AI

Connect Dixa to your agent to pull contact info and past interactions into your current chat window.

Ask AI about this page

Short answer

How can I get customer info from Dixa using my AI?

Your agent uses Dixa tools to find specific users and pull their full conversation history. You'll get the context you need without leaving your chat interface.

Where the data lands.

Information outcomes.

The agent pulls specific data points from Dixa to populate your chat.

IDENTITY

User profiles

The AI pulls contact details and identity info. You get a clear picture of who you are talking to immediately.

HISTORY

Interaction logs

The agent retrieves past messages and threads. You can see exactly what was discussed in previous sessions.

CONTEXT

Conversation summaries

The AI distills long chat histories into short summaries. You get the gist of the problem without reading every line.

HUMAN

Manual review

If the history shows a complex issue, the AI flags it for you. You step in when the context requires a person.

The workflow

What your AI does when a customer reaches out.

The agent automates the lookup process so you don't have to search Dixa manually.

  1. Identify the user

    The agent scans your Dixa database to find the specific person initiating the chat.

    list_end_users

  2. Fetch contact details

    Once the user is found, the agent grabs their profile information.

    list_end_users

  3. Retrieve chat history

    The agent pulls the specific details of previous conversations to provide context.

    get_conversation_details

  4. Analyze the thread

    The agent reviews the retrieved conversation details to prepare a response or summary.

    get_conversation_details

Try it

Copy these to start.

Use these prompts to trigger the Dixa lookup.

Starting points

Swap the bracketed text for the actual names or IDs from your Dixa account.

Dixa Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_wSXl6VWBrEo1Jko4aG4nSezNRnL1LlybwwdaGvlm/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-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_wSXl6VWBrEo1Jko4aG4nSezNRnL1LlybwwdaGvlm/mcp"
    }
  }
}
Copy into chat04

  • Find the profile for the user with email [email address].

  • Get the conversation history for [user name].

  • What was the last thing [user name] talked about in Dixa?

  • List all end users in my Dixa account to find [user name].

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

Start here

Connect Dixa once, then ask.

Just follow the link to authorize the connection. Your credentials stay encrypted, and you can start asking questions immediately.

Connect Dixa to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete conversations in Dixa?

    No. The AI can only read and retrieve data; it cannot delete or modify anything in Dixa.

  • 02

    Can I use this to send new messages to customers?

    No. This specific task is for retrieving profiles and history, not for sending outbound messages.

  • 03

    Does the AI see all my Dixa data?

    The AI only accesses the specific user or conversation data you ask it to retrieve.

  • 04

    Can the AI update a customer's email address?

    No. The tools only allow for listing users and getting conversation details. It cannot edit profile fields.

  • 05

    How does the AI know which user to look up?

    You tell the AI which user to find by providing an email or name in your prompt.

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

Connect Dixa to Claude, Cursor, ChatGPT & more