Customer Intelligence File

Every business reads its customers differently. A pet shop's dry-food buyer who goes quiet for six weeks has probably gone elsewhere; a furniture shop's customer buying twice a year is perfectly normal. The Customer Intelligence File (CIF) is where you tell Stokk how your business works, so it judges customers by your rules — not a generic template.

Find it under Customers → Intelligence file. There's one CIF per business — facts about an individual belong in that customer's own intelligence file, the card on their customer page.

What goes in it

Stokk organises the file into sections. Useful ones:

• Cadence— how often each kind of customer normally buys (“dry food reorders monthly”).
• Churn definition— when a gap is a real warning sign vs normal (“a 6-week silence on a monthly buyer is at risk”; “summer travel makes June–August gaps normal”).
• Segments — the cohorts that matter to you (breeders, wholesale, VIPs).
• Outreach tone — how staff should reach out.

How to edit it

Just type what you know in plain language — “most litter buyers come back every six weeks.” Stokk files it into the right section and shows you the rewritten document before it sticks; nothing is saved until you click Apply. It merges, so you can keep adding notes over time without the file turning into a pile. You can also Edit raw to change the markdown directly. Every change is versioned, with a history list beside the editor.

Editing the CIF needs an admin or purchasing role. It feeds the at-risk-customer flags Stokk surfaces once that feature is on.