The PlatformId (pcust_…) is the canonical cross-merchant customer identity that lives above per-product loyalty. A loyalty memberId is specific to one product/tenant, so linking on it fragments the same person across surfaces. Resolve an email to its PlatformId with POST /api/v1/identity/resolve (idempotent), then key all your records on that. To reconcile an existing list, send up to 5,000 emails at once to /api/v1/identity/resolve-batch.

Every (merchant, customer) relationship is classified as owned, network, or prospect by the Anonymity Gate. Read it via GET /api/v1/customers/{platformId}/provenance. When you assert provenance with a POST, the grandfather rule runs server-side: if the merchant first saw the customer before that customer entered the CloudFran network, the relationship is owned + grandfathered — the pre-existing relationship is honored, with no PII handling on your side.

Register a webhook at POST /api/v1/partner/webhooks with eventsCsv: "customer.*,consent.*,experience.*". You'll receive customer.created, customer.ownership_changed, consent.changed, experience.redirect, and experience.conversion. Payloads are PII-free (PlatformId + non-PII fields). Verify each delivery's HMAC: header X-CloudFran-Signature: t={ts},v1={hex} where v1 = HMAC_SHA256(secret, "{t}.{rawBody}").

The consent ledger (/api/v1/customers/{platformId}/consent) is the single, network-wide source of truth for whether a customer can be contacted on a channel for a purpose — append-only, with full history. The Experience-Center redirect (/api/v1/experience/redirect) records a billable lead when you send a customer from one merchant surface to another; the fee settles through your partner ledger and conversions are tracked back to the redirect.

After logging in, visit the Dashboard to see an overview of all available agents and your key metrics. We recommend starting with TestAgent to verify your AI connection works, then activating AppointmentAgent for scheduling or SMS Service Persuader for your first outreach campaign. Our Quick Start Guide walks you through the first 5 minutes step by step.

CloudFran uses a hybrid billing model. Your subscription (Starter $99, Pro $299, Enterprise custom) includes a base allocation of SMS segments, voice minutes, and AI tokens. If you exceed your plan limits, overage charges apply at competitive per-unit rates. You can monitor your usage in real-time from the Usage Tracking dashboard and set up alerts before approaching limits.

Navigate to Settings → Team Management. Click Invite Member, enter their email, select their role (Admin, Manager, Agent, or Viewer), and choose which locations they can access. They will receive an email with setup instructions. Each role has different permission levels — Admins can manage billing, Managers can run campaigns, Agents can handle customer interactions, and Viewers have read-only access.

SuperAgent is your unified AI command center. Instead of navigating to individual agents, you can type natural language requests like “Schedule a massage for Sarah tomorrow at 2pm” or “Send a win-back campaign to lapsed customers.” SuperAgent routes your request to the appropriate agent automatically, handles cross-agent workflows, and maintains conversation context across interactions.

Autopilot is an automated lead nurturing engine. You define a campaign goal (booking, sale, survey), select your audience segment, and set the cadence (e.g., Day 0, Day 1, Day 3, Day 7). The AI generates personalized messages for each recipient, A/B tests variants automatically, and tracks outcomes. You pay $5-$10 per qualified booking — a performance-based model that ensures you only pay for results.

US carriers require A2P (Application-to-Person) registration for commercial texting. Go to Twilio → A2P Brand Register, enter your business details (EIN, address, website), and submit. Approval typically takes 1-5 business days. Once approved, register your campaign use case (marketing, notifications, etc.) with sample messages. This is required for reliable SMS delivery.

Yes. CloudFran is built for multi-location franchises. Each location can have its own inventory, staff, hours, and agent configurations while sharing tenant-level settings. Navigate to Admin → Franchise Locations to add and configure locations. Reports can be filtered by location, and transfers between locations are tracked with full audit trails.

The loyalty system supports points earning, tiered memberships (Bronze through Platinum), digital wallet, gift cards, and referral rewards. Customers can join via QR code scan, SMS, or web signup. Points are earned on purchases and redeemable for discounts or rewards. As an admin, you configure earning rules, tier thresholds, and available rewards from the Loyalty Admin dashboard.

CloudFran integrates with OpenAI GPT-4 for all AI operations including natural language processing, content generation, sentiment analysis, and predictive insights. Voice features use Twilio for telephony and Google Cloud Text-to-Speech for audio generation. All AI interactions are logged for transparency and can be reviewed in Conversation History.

Go to CRM → Import Contacts. Upload a CSV file with columns for name, phone, email, and any custom fields. The system detects duplicates and lets you choose to skip, update, or create new records. You can tag all imported contacts for easy segmentation. Imports support up to 50,000 records per batch with validation reporting.

Yes. CloudFran uses industry-standard security including encrypted data at rest and in transit (TLS 1.3), role-based access control with optional 2FA, Azure-hosted infrastructure with SOC 2 compliance, and strict tenant data isolation. We support GDPR data export and right-to-deletion requests. API keys use the sk_live_ prefix with scoped permissions.

The Inventory Agent provides real-time stock tracking with barcode/QR scanning, inter-store transfers, AI-powered smart reorder suggestions, and pricing optimization. Each location maintains its own stock levels. Low-stock alerts notify managers when items drop below reorder points. The AI analyzes sales velocity to recommend optimal order quantities.

The Exchange is a B2B marketplace where franchise owners can post projects (marketing, IT, design, operations) and receive proposals from vetted service providers. It includes AI-powered negotiation, milestone-based escrow payments, and a review system. Think of it as a specialized freelancer marketplace built specifically for franchise businesses.

The Learning Management System includes pre-built courses (Sales Mastery, Customer Service, Food Safety, etc.) and supports custom course creation. Courses have video/text modules, quizzes, and certificates. Managers can assign courses to employees with deadlines, track progress in the Gradebook, and pull completion reports. The AI Tutor provides real-time help with course material.

Yes. The Advanced Export page lets you export data from any module (CRM, Agents, Analytics, Inventory, Loyalty) in CSV, XLSX, or PDF format. For GDPR compliance, you can generate a complete data package for any customer. Scheduled exports can be set up to auto-deliver reports via email on a recurring basis.

The Workbench is your AI-powered business intelligence tool. It has four modes: Data Analysis (ask questions about your data in plain English), Image Generation (create marketing visuals), Business Advisor (get strategic recommendations), and Content Writer (generate blog posts, emails, social copy). All analyses can be saved and revisited.

CloudFran integrates with: Twilio (SMS, Voice, MMS), Stripe (payments, subscriptions, invoicing), Google Business Profile (reviews, analytics), Google Calendar (appointment sync), SendGrid (email delivery), and Google Cloud TTS (audio narration). The API supports webhooks for custom integrations with any system.

Connect your Google Business Profile in GBP → Setup. Once connected, all reviews are synced in real-time. The AI generates suggested responses for each review (positive and negative) that you can edit and post directly. Multi-location businesses can manage reviews across all locations from a single dashboard with aggregated analytics.

You will receive alerts at 80% and 95% usage. If you exceed limits, overage charges apply at published per-unit rates (check Billing → Usage). Service is never interrupted — we continue delivering while notifying you. You can upgrade your plan at any time for better rates, or purchase credit packs for predictable budgeting.

Three options: 1) Use the AI Help Assistant (click the chat bubble in the bottom-right corner) for instant answers. 2) Submit a support ticket at /Support for complex issues — our team responds within 4 business hours. 3) Email support@cloudfran.com directly. For API questions, check our comprehensive documentation at /ApiDocs.