Overview
Walk into any customer call already caught up. The agent combines pipeline, product usage, open tickets and recent emails into one page you can skim in a minute.
Capabilities
- Puts CRM, usage and support data side by side
- Calls out churn signals and room to grow
- Shows the latest conversations and who to talk to
Example output
Account rundown — Globex (sample)
Pulse
Weekly active users up 12% since August; one open P1 ticket
Room to grow
Finance team asked about seats during the Oct 9 review
Agent workflow
Step 1: Start the agent
User enters an account name.
Step 2: Collect the context
The agent pulls CRM, usage, ticket and email history.
Step 3: Deliver the result
The agent returns a one-page rundown.