AI Relationship Intelligence

AI agent Pulse helps teams understand who truly has influence and drives impact—bringing focus to the right relationships, not just the loudest voices.

Pulse keeps your team focused on the people who drive decisions.

Pulse identifies which contacts truly have influence and drive impact. By analyzing engagement patterns and strategic signals, it turns fragmented interactions into role-based insights that improve alignment, strengthen relationships, and surface risk earlier.

Pulse reduces surprises by revealing real influence across your accounts.

The strongest relationships and biggest risks often sit outside the primary contact list. Pulse highlights who’s shaping outcomes and how they’re showing up, making it easier to prioritize outreach, tailor your approach, and keep internal teams aligned on the relationship map.

Find true influencersProblemTitles hide who decidesInfluence rated for every contact

Multithread key accountsProblemAccounts hang on one relationshipParticipation shows who is engaged

Target outreachProblemEvery stakeholder gets the same messageContacts tagged by engagement focus

PulseSpots the true influencers

Pro tip: Use participation and influence to prioritize outreach fast.

Create a quick view for contacts with high influence but low participation. Those are the quiet decision-makers who can stall renewals or expansion if they’re disengaged. A short executive check-in or targeted value recap often rebalances the relationship before it becomes a fire drill.

How to use AI agent Pulse.

Get to decision makers.

Ensure the critical personas are represented within your Success Plans.

Find influencers.

Identify the people shaping outcomes behind the scenes and build relationships with them early.

Close engagement gaps.

Catch when high-impact contacts go silent (or never have engaged) and adjust your plan.

Align teams.

Give CS and sales a shared view of influence and engagement focus, improving handoffs, joint account planning, and consistency in outreach.

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Start with AI agents built and tested by customer growth experts, embedded in your workflows, grounded in your data and business context, and ready to use on day one.

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