Brain
SoonYour customer no longer has to repeat themselves.
The Brain keeps what your teams learn about each customer, in the customer's own words and with the source of each fact. Your CSMs and your AI Teammates review it before they act.
7-day free trial.
The CSM changes, the customer doesn't start over.
Each fact belongs to the customer's account and keeps its author's name. The CSM who takes over the account starts from what the team already knows.
You know where each fact comes from.
Meeting, email, call, ticket, CRM or portal: each fact cites its source and the date the customer said it. A fact without a source is refused, and a team member confirms that it still holds.
Each journey teaches the next one.
SoonAt the end of a journey, the Brain keeps what worked. Your Playbook Agents draw a new version of the Playbook from it, which your Head of CS or a CSM approves.
Post-sales deserves its own ontology. The Brain keeps it up to date.
Your CRM knows who bought what. It doesn't know what you decided with each client, or which Playbook and steps got them to their outcome. In the Brain, every decision is attached to the client's account and to the journey where it was made. The journey shows which Playbook it came from and which steps it went through. Your team and your AI Teammates read the same memory.
Across your whole portfolio: find any decision, Playbook or step, from one client to the next. Soon
What the Brain does
Facts and verbatims
What the team learns about a customer, sorted by nature: usage, satisfaction, problem, need, constraint, organization, decision. When the customer said it, their exact words are kept alongside.
A source for each fact
Meeting, email, call, ticket, CRM, portal or manual entry, with the date the customer said it. A team member confirms that a fact still holds.
Attached to the account
Each fact belongs to the customer and can cite a contact and the journey where it came up. It stays after the journey ends.
Between your teams
Your customer never reads what the team noted about them. What they say about your product goes to product feedback.
Read by your AI Teammates
SoonBefore writing a message or suggesting what comes next, your AI Teammates review the customer's facts.
What worked, from one journey to the next
SoonThe Brain keeps what worked in each completed journey, and your Playbook Agents suggest a new version from it.
Questions about the Brain
What the Brain contains
Adding a fact
What your customer sees
A fact that no longer holds
When a CSM leaves the team
Feedback on your product
Your data
Keep what each customer has told you.
7-day free trial.

