Client Intelligence Assistant
Pain points, risk signals, and upsell opportunities surfaced from meetings and emails, before they slip through the cracks.
"Pain points, upsell signals, and account risk show up across dozens of meetings and email threads, and nobody has time to connect the dots."
Pulls directly from meeting notes and email threads to surface what's actually happening on an account: pain points, relationship health signals, upsell opportunities, and leadership-ready recommendations.
Key Capabilities
Turn meetings and email conversations into actionable client intelligence.
Meeting & Email Intelligence
Reads meeting notes (Otter, Fireflies) and email threads directly—no manual summarizing required.
Early Risk Detection
Surfaces pain points and account risk signals as they appear, not after a quarterly review.
Relationship Health Scoring
Scores relationship health using a point-based system built from real account signals.
Upsell Opportunity Detection
Flags upsell and expansion opportunities that would otherwise sit buried in a transcript.
Leadership-Ready Insights
Produces leadership-ready recommendations, not just raw notes.
With vs. Without the Client Intelligence Assistant
Turn scattered conversations into actionable account intelligence.
See What's Really Happening Across Your Accounts
Try the Client Intelligence Assistant free. Connect a few real meetings or email threads and see what it surfaces.
Frequently Asked Questions
Everything you need to know about the Client Intelligence Assistant.