Features
Behavioral account modeling from multiple data sources
Real-time expansion and upsell detection
Automated churn risk identification and alerts
Next-best-action recommendations per account
Automated outreach drafting for upsell and retention
AI agents that can autonomously execute actions
Simulate revenue and customer-facing decisions before making them
Integration with CRM (Salesforce, HubSpot, etc.)
Integration with data warehouses (Snowflake, BigQuery, etc.)
Integration with support tools (Zendesk, Intercom, etc.)
Customizable dashboards and reporting
Account health scoring from behavioral signals
Identity resolution across data sources
AI meeting preparation with deep research and battle cards (Evan)
CRM auto-updates via plain English commands (Atlas, coming soon)
Account monitoring with stakeholder and org change alerts (Nico, coming soon)
LinkedIn network analysis for warm lead generation (Iris, coming soon)
Lookalike customer discovery (Nova, coming soon)
Custom AI workers tailored to specific workflows
Secure isolated environment, no data training
Integration with CRM, email, calendar, call recorders
Slack and email notifications for AI worker outputs
Org chart mapping and stakeholder identification
Pipeline analytics and field updates
Record cleaning and standardization
Multi-agent system for task planning and execution (Z1 Engine)
Schema-level accuracy for enterprise workflows
