WHAT DOES BIKY CDP DO?

It turns identity and conversations into operational context to activate the next best action.

OMNICHANNEL UNIFIED PROFILE

Unify customer, identity, and activity into a single persistent profile. Includes identity resolution (stitching) to prevent duplicates and loss of context.

FULL DATA TRACEABILITY

Preserves the complete data lineage what data arrived, when, from where, who accessed it, which process used it, and what action it triggered reducing risk and strengthening data governance.

HISTORICAL TIMELINE

Records every interaction and event with clear order, source, and owner, enabling coaching, auditing, and continuous improvement.

data lakehouse para automatizar ventas con IA

CONNECTED TO YOUR DATA LAKEHOUSE

Extracts, transforms, and feeds your data lakehouse with clean, analytics-ready data and model-ready datasets, maintaining a single source of truth for BI and ML.

CONSENT AND LEGAL COMPLIANCE

Manages Habeas Data consent as a technical protocol not just a checkbox with legal coverage for GDPR, Mexico’s ARCO Law, and Colombia’s Law 1581.

SALES ACTIVATION

Create segments and enable actions such as follow-ups, campaigns, reassignment, automation, and analytics so the CDP stops being back-office and becomes pure execution.

The Problem

Without a true CDP, your team operates with incomplete versions of the customer.

Each channel keeps its own history. When a customer moves from WhatsApp to web chat or a call, your operation loses context. That creates friction, lowers conversion rates, and increases CAC. The result: duplicated efforts, lost intent signals, and competing on price instead of trust.

Consequences of not having a solid CDP:

  • You don’t truly know who your customer is
  • Measurement is partial and not actionable
  • Customers have to repeat their information
  • The team lacks context to personalize
  • Follow-ups break down, and no one knows why

The BIKY Thesis

A modern CDP doesn’t store data. It creates living context and turns it into execution.

BIKY’s CDP unifies identity, conversations, events, consent, and traceability so both AI and teams can execute with precision. When context lives in one place, operations become faster, more human, and more profitable. Every interaction moves the customer to the next step.ada interacción empuja al cliente hacia en el siguiente paso.

Consequences of not having a solid CDP:

  • Unified identity: You know exactly who each customer is, even as they move across channels.
  • Actionable measurement: You move from partial reports to operational decisions backed by evidence.
  • Continuous context: Customers don’t repeat themselves because the conversation travels with them.
  • Real personalization: Teams and AI respond with context, intent, and history not assumptions.
  • Traceable follow-up: You detect where the process breaks, why it happened, and which action fixes it.

HOW IT WORKS?

Three steps to turn scattered data into measurable execution with consent and traceability built in.


1.

CONNECT

Connect all channels and lead sources: chat, forms, web, CRM, DMS, ERP, ads, web, or QR (as applicable).




2.

UNIFY

Apply identity resolution, normalization, and consent to consolidate a single ID for each customer or prospect.




3.

ACTIVATE

Trigger segments and actions connected to SmartChat, Outbound, Funnels, Flows, and Analytics.



CDP IN
ACTION

Turn unified context into measurable actions that execute automatically across your entire operation.

When context is complete, conversion goes up and CAC goes down.

  • Audit-ready to scale with governance and compliance
  • Responses and follow-ups with real context, not generic messages
  • Less friction for the customer, more speed for the team
  • Precise segmentation based on behavior and conversation

Use Cases

  • Compliant operations by channel and by country
  • High intent lead recovery based on conversational signals
  • Lifecycle reactivation (post sale, repeat purchase, renewal)
  • Segmentation by intent, not just demographics
  • Coaching and quality control powered by full interaction history
  • Funnel measurement as loops from acquisition to repurchase

The CDP is the foundation. The other modules handle execution.

  • Analytics measures the operation with full traceability
  • SmartChat uses the unified profile to respond with real context
  • Funnels leverage identity and events to move stages without friction
  • Outbound uses segments and consent to engage the right way
  • Flows execute automations powered by trusted data

Privacy and Compliance Built into the Architecture

  • Consent applied by channel and purpose
  • Auditable logs of activities and changes
  • Role-based access control
  • End-to-end traceability

FREQUENTLY ASKED QUESTIONS

A CRM manages pipeline, opportunities, and team activities. BIKY’s CDP unifies customer identity and context across channels, consolidates data (including conversational signals), and enables actionable segmentation so operations can execute with precision.
At BIKY, the CRM exists as part of the suite but the CDP is the foundational “single source of truth” that powers decisions and automation.

BIKY’s CDP is built for conversational sales. It captures and activates context across channels (chat and other touchpoints), leverages unstructured data to turn conversations into commercial intelligence, and is designed for end-to-end execution within an integrated suite not as an isolated data repository.

BIKY treats consent as an operational layer for compliance and auditing, where every action is logged and compliance with applicable laws and standards is maintained (including GDPR, Mexico’s ARCO Law, and Colombia’s Law 1581).
In product terms, “suppression” means logical profile deactivation, blocking activation by channel and purpose, and maintaining an auditable trace of both the request and its execution.

BIKY supports a unified flow across WhatsApp, web chat, physical locations, forms, and sales lines. Its platform also integrates channels such as WhatsApp, Instagram DMs, Facebook Messenger, TikTok, Telegram, LinkedIn, SMS, and Web Chat with email optionally used for follow-up.

Through identity resolution: deterministic rules (phone, email, IDs) and data normalization are applied to consolidate a single profile while preserving the full interaction history. This reinforces BIKY’s principle that customers shouldn’t have to repeat themselves and that operations run on a single, trusted source of truth.

The site promise is “integrating in minutes, not months” and “everything activated from day one” (by plan). In practice, a first use case typically includes connecting 1–2 channels, unifying master fields in the CDP, and activating a segment with a concrete action (such as follow-up or reactivation).
Actual timing depends less on the technology and more on internal readiness: how quickly access and integrations are approved, how clearly master data and consent rules are defined, and how much bureaucracy exists to align marketing, sales, IT, and legal.

BIKY provides full data protection and end-to-end traceability, with every action logged and a large portion of activity captured automatically. This enables auditing and compliance, identification of operational bottlenecks, coaching, operational attribution, and quality control across the sales process..

No. The CDP is included as part of all BIKY plans because it is a core component of the platform the layer that unifies identity and context, applies consent, and enables traceability so the rest of the modules can execute with precision.

A Single Source of Truth

Activate your CDP to operate with precision, unify identity, apply consent, and execute measurable actions in real time with full traceability and no additional cost.

ACTIVATE YOUR DEMO