Account Intelligence

Never miss critical customer signals

Turn valuable signals scattered across your customer conversations into actionable insights.

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How it works

Prioritize

Prioritize accounts

Focus on customers who can be upsold, are at risk, or need immediate attention.

Monitor health scores, churn risk, and other signals
Use AI to turn unstructured account data into structured fields
Build account lists to focus on the right customers
Context

Understand customers

Turn calls, tickets, and more into one unified account view

Automate

Automate playbooks

Create workflows based on customer signals

Trigger steps when deals advance, tickets close, or calls wrap up
Auto-assign tasks, reminders, and project milestones
Launch and track project tasks alongside account updates

Learn from the best

90%

decrease in First Response Time, from 35 minutes to > 3.5 minutes

How Sardine Replaced Zendesk in 5 Days and Supercharged Support

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90%

decrease in First Response Time, from 35 minutes to > 3.5 minutes

How Sardine Replaced Zendesk in 5 Days and Supercharged Support

Learn More
Open Case Study
50%

of eligible support inquiries resolved without human intervention

How AssemblyAI Scaled 24/7 Support with AI Agents and Runbooks

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50%

of eligible support inquiries resolved without human intervention

How AssemblyAI Scaled 24/7 Support with AI Agents and Runbooks

Learn More
Open Case Study
3.5 mins

First Response Time decreased from 50 minutes to 3.5 minutes

How Coalesce Transformed Account Management with AI-Powered Summaries

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3.5 mins

First Response Time decreased from 50 minutes to 3.5 minutes

How Coalesce Transformed Account Management with AI-Powered Summaries

Learn More
Open Case Study

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