Features
Unified customer timeline across 20+ tools
Trace AI monitors all accounts 24/7 automatically
Health scoring with explainable signal breakdown
Churn risk detection up to 45 days early
Expansion signal identification and alerting
Automated playbooks triggered by risk or expansion
Pre-built health scores and workflows
Revenue analytics including NRR forecasting
Automated task creation on renewal risk
Integrates with Salesforce, Stripe, Intercom, Mixpanel, Slack, Gong, HubSpot, Snowflake, BigQuery, and more
Overage via BYOK or $0.10/action
EU-resident data storage by default (eu-west-1/Frankfurt)
OIDC SSO and SAML on Enterprise
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
