Customer Connections

Customer Connections represent relationships between customers within the Tiquo CRM.

These relationships form a network known as the Social Graph, which visualizes how customers are connected to each other.

The Social Graph helps businesses understand customer networks, group behavior, and organizational relationships.

Connections may represent relationships such as:

• Colleagues
• Friends
• Relatives
• Acquaintances
• Custom relationship types

Social Graph Overview

Each customer profile includes a Social Graph view that displays a network of connected customers.

The graph visually represents relationships between customers using nodes and connection lines.

The structure typically appears as:

• The current customer appears as the central node
• Connected customers appear as surrounding nodes
• Each connection represents a defined relationship

This visualization allows staff to quickly understand how a customer relates to other individuals within the system.

Connection Types

Connections can include a relationship type that describes how two customers are related.

Common connection types include:

• Colleague
• Friend
• Acquaintance
• Relative
• Custom relationship types

Organizations can define custom connection types to match their specific use cases.

Creating Connections

Connections between customers can be created in two ways.

Manual Connections

Staff can manually create connections between customers.

To add a connection:

1. Open a customer profile
2. Navigate to the Social Graph section
3. Click Add Connection
4. Search for the customer to connect
5. Select a connection type
6. Save the connection

Once saved, the relationship appears in the Social Graph.

Automatic Connections

The platform can also automatically infer connections between customers based on system signals.

Examples include:

• Shared company email domains
• Inferred relationships between coworkers
• Customer interaction patterns
• Referrals
• Shared activity or behavior within the platform

These automatically inferred connections help reveal natural customer networks without requiring manual input.

Bidirectional Relationships

Customer connections are bidirectional.

When a connection is created between two customers, the relationship appears on both customer profiles.

Example:

Customer A connected to Customer B as Colleague

also appears as:

Customer B connected to Customer A as Colleague

This ensures relationship data remains consistent across the CRM.

Visual Graph Layout

The Social Graph displays customers using a network-style visualization.

Graph elements include:

• Customer nodes
• Connection lines
• Relationship labels
• Customer avatars or initials

The current customer appears at the center of the graph, with connected customers arranged around them.

Graph Views

The Social Graph supports multiple viewing modes.

Users can switch between:

• Visual graph view
• List view of connections

The list view provides a structured overview of all customer relationships for easier browsing.

Why Customer Connections Matter

Understanding how customers are connected can provide valuable operational insights.

For example, businesses may identify:

• Groups of colleagues visiting together
• Friend groups attending events
• Families sharing memberships
• Organizational networks within coworking spaces

By understanding customer relationships, businesses can better interpret behavior patterns and deliver more personalized service.