Customer Data Platform (CDP)

The Customer Data Platform (CDP) in MagicBlocks is the central brain that stores and connects everything your AI Agents learn about your customers.

It unifies data from every touchpoint — conversations, forms, experiences, and external sources — into a single, evolving Lead Profile. This profile helps your agents act smarter, your insights become clearer, and your marketing stay in sync.

What It Does

1. Builds a Single Source of Truth

Every message, goal, tag, and key fact captured during conversations is automatically mapped to a lead — creating a 360° view of your customer.

MagicBlocks tracks:

• Identity → name, email, phone, and company
• Activity → sessions, events, last seen, total messages
• Engagement → positive/negative sentiment, goals achieved
• Context → key facts, tags, and metadata

2. Tracks the Customer Journey

Each time a user interacts with your AI Agent, the CDP logs it as a session event — showing the flow from first contact to conversion. You can see which goals were achieved, what questions were asked, and which channels or agents drove engagement.

3. Powers Personalization and Retargeting

Because the CDP stores key facts and conversation memories, your AI Agents can personalize every interaction, even across channels.

For example:

If a user shares their budget or location in one chat, the next time they engage, your AI already knows and can adapt the conversation instantly.

4. Feeds the Dashboard and Reports

All data in the CDP flows into your analytics, helping you measure performance by:

• Conversion rate per agent or channel
• Top-performing goals or experiences
• Engagement trends and time-to-conversion

How Data Gets into the CDP

• Through Conversations
  Key facts and user inputs are auto-detected and saved.
• Through Observation
  MagicBlocks tracks session metadata like source, timestamp, and device.
• Through Integrations
  Import contacts or sync with CRMs, ad platforms, or web forms.
• Through Conditions & Actions
  Automations can enrich or update lead data when certain triggers are met (e.g., “if user reached Schedule = Achieved → mark as Qualified”).

Why It Matters

The CDP is what transforms MagicBlocks from an AI chat tool into a complete customer intelligence system. It ensures your agents never start from scratch, your marketing is always targeted, and your sales team knows exactly who’s ready to convert. 

Next Step

Learn more on Measuring