Introducing Endear Notetaker: Your AI Companion in Retail Clienteling

Endear is launching AI Notetaker to help store teams capture and organize customer insights.

UI showing Endear's AI Notetaker feature

Written by

Jinesh Shah, Co-Founder @ Endear

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Jun 23, 2025

AI Notetaker Is Here — Never Forget a Customer Detail Again

Turn voice memos and quick notes into organized customer insights automatically. Your team's knowledge just got a major upgrade.

You’re mid-conversation with a VIP client. You're juggling product recommendations, scheduling an appointment, and responding to a question about last season’s collection. You’re providing a high level of clienteling that takes your full attention. The last thing you want to do? Stop to take notes.


Enter Endear Notetaker: your new favorite AI retail assistant who's always ready when you are, never gets in your way, and somehow organizes customer details better than you ever could.

With the launch of Endear Notetaker, retail teams can say goodbye to scribbled reminders, missed follow-ups, and the "I swear they said they wanted the navy version, right?" internal monologues. This AI-powered feature is built to capture, summarize, and organize the insights you gather so you can focus on what matters: building real relationships.

What Is Endear Notetaker?

Endear Notetaker automatically captures and summarizes the insights you record no matter how you capture them. Be it a quick voice memo between customers, a typed note, a photo of handwritten styling notes, or even video recordings, Notetaker makes it dead simple to make sure all your important client insights are captured and turned into clean, organized data that live inside the customer's profile in Endear.


It's like having your own personal assistant, but instead of filing paperwork, you're getting a crystal-clear recap of Olivia's  jewelry preferences, or a reminder that Alex's wedding is coming up next month and he's looking for custom tailoring options. And better yet, Notetaker suggests follow-up tasks like communication reminders or scheduling your next appointment with the client.


You don't need to do anything except hit record: no copying, no pasting, no toggling between tabs. Notetaker distills your insights and updates each profile based on your approval. So whether you're prepping for a follow-up or onboarding a new associate, you've got instant access to a goldmine of context.


And yes, you guessed it, Notetaker can draft a personalized message from you to your customer, written in your style and tone. Clienteling to multiple clients has never been this easy.

Why Retailers Need Notetaker (Yesterday)

Let’s be real: most brands say they want to personalize every message, remember every customer preference, and follow up at exactly the right moment. But unless your team is staffed with a dozen memory champions and zero turnover, that’s not happening at scale. Until now.

Here’s how Endear Notetaker supercharges your retail operations:

1. Better Conversations. Even Better Follow-Ups.

Say your associate just wrapped a 15-minute styling session with a high-value customer. They quickly record a voice memo about what happened, and Notetaker automatically distills those insights into a digestible summary stored in Endear.

Need to remember what Sarah asked about last week? Boom, there it is. Want to follow up on an out-of-stock product? Already flagged. Need a refresher before your next appointment? It's all in the notes.

No one has to dig through old messages or try to remember conversations ever again.

2. Faster Training for New Associates

When a new team member joins, the ramp-up time can feel steep, especially if they’re jumping into an existing client book. Not anymore.

Endear Notetaker gives them instant access to each client’s story, preferences, and history without needing a download session with the old associate or a six-hour scroll through past threads. That means faster onboarding, more confident team members, and a smoother experience for your customers.

3. Consistent Clienteling at Scale

Personalized retail isn’t just a buzzword—it’s a business driver. But without consistency, personalization falls apart. With Endear Notetaker, every team member, whether they’ve been with you for years or just started this morning, can deliver the same high-touch service.

Think of it like a baton pass in a relay race, except it’s digital and no one drops it.

Real-World Example: How Teams Are Using Notetaker

Let’s say a customer named Emma comes in looking for a summer wedding outfit. She mentions the event’s dress code, the need for comfortable heels, and that she prefers jewel tones.  After Emma leaves, your associate quickly records a voice memo recap, and Endear Notetaker summarizes it:

“Emma is attending a summer wedding in late July. Needs a formal dress in jewel tones and comfortable block heels. Mentioned loving the teal wrap dress from the latest collection. Prefers SMS for follow-up.”

Boom. Done. Now any associate can see this at a glance, reach out when the teal dress is back in stock, or recommend shoes that match even if it’s been weeks since the original visit.

The Future of Clienteling Is Now with Endear Notetaker

Today, retailers need every edge they can get. Customer expectations are sky-high, team bandwidth is tight, and every moment of engagement counts. That’s why Endear Notetaker isn’t just a nice-to-have, but a true competitive advantage.

Because when your team has perfect memory, faster response time, and better context, they’re not just doing their job. They’re delighting customers.

So go ahead: let your associates focus on being personal stylists, trusted advisors, and all-around rockstars. Endear Notetaker will handle the rest.

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