Docs / AI Copilot (on-request)
Relationship intelligence
A 90-day read on the account relationship — strengthening, stable, cooling, or at risk — from contact and engagement signals.
Relationship intelligence
Summarizes the trajectory of the relationship over the last 90 days — Strengthening, Stable, Cooling, or At Risk — from contact engagement, sentiment, and single-threading signals, along with a short narrative and a recommended action.
Use it to spot a fading champion or a thinning stakeholder map before it becomes a renewal problem. Generate it on the account; it's cached for a day so repeated views are instant. On-request.
Tip
Pair it with the Contacts tab's champion-risk warning — relationship intel gives you the story, the Contacts tab shows you exactly which person to re-engage.
Related: *Contacts, roles, influence & sentiment* · *Account brief (pre-call intelligence)*