Connect your tools once. Every conversation and account touchpoint your team has — across support, sales, and success, and the AI agents working alongside those teams — is turned into traceable evidence and synthesized at three levels — the conversation, the account, and the whole book — automatically.
Every conversation is scored against your scorecard as it comes in — qualitative criteria, timing thresholds, and customer feedback, normalized to one scale.
Signals tie back to the specific conversations and activity that produced them — with timestamps — so a leader can act on a summary without re-reading the raw material underneath it.
The same theme, counted across every account and channel — so "customers keep asking" becomes "twelve accounts this quarter," with the evidence attached.
"Every team has been doing their job. The evidence was always there. It was just scattered across five systems, three teams, and a dozen conversations nobody ever connected."
— TJ Baker, founder