AI Copilot (on-request)

The AI features you trigger yourself — briefs, drafts, narratives, and analysis that run only when you ask, grounded in the account's real data.

AI Copilot: what it is and where to find it

On-request AI that assists you in the moment — nothing runs until you click, and every output is grounded in the account's real data.

A one-click briefing before a call — headline, momentum, talking points, watch-outs, opportunities, and a suggested opener.

Turns the churn score into a plain-language story: ranked risk factors, the evidence, and a recommended 48-hour action.

Generates a personalized email draft for common CSM scenarios — you review and send, it never sends for you.

A prioritized list of what to do next on an account this week, aware of the account's solution area and state.

Paste call notes or a transcript to extract sentiment, action items, and risks — optionally turning them into Timeline entries and Actions.

A 90-day read on the account relationship — strengthening, stable, cooling, or at risk — from contact and engagement signals.

A QBR-ready story of how the account is actually using the product — adoption, seat utilization, and milestones.

Suggests customer goals grounded in account, deal, and Value Library context — you accept the ones that fit.

Describe an automation in plain English and get a draft Signal Rule, journey, or campaign you can review and save.

A read-only chat assistant for your book of business — ask questions, get grounded answers; it can't change data.