Features
Everything it takes to keep a client.
One system that listens to the calls, reads the inbox, scores every relationship — and tells you where to look before it costs you.
The risk board
Every client. One glance. Zero surprises.
Your whole book sorted red → amber → green, recomputed on every call and email. Filters by account manager, rolling rapport trends, and the summary your Monday meeting used to exist for.
- Red / amber / green with rolling rapport
- Sorted by who needs you today
- Filter by AM, status, activity
Evidence-backed statuses
Never a black box. Always the receipts.
Every status comes with a written "why": the exact quote that tripped the flag, the rapport math, the silence that preceded it. Acknowledge or resolve alerts and the status updates instantly.
- Verbatim evidence for every flag
- Deterministic — no AI hand-waving on status
- Alert lifecycle: new → acknowledged → resolved
Call intelligence
It sits in on every client call. So nothing slips.
Chin Wag joins your meetings, matches them to the right client automatically, scores rapport, and catches churn language the moment it is said out loud.
- Auto-joins from your calendar
- Calls map themselves to clients
- Rapport scored on every conversation
Email intelligence
Reads the inbox — including the silences.
Read-only Gmail analysis matched to client domains. Reply latency, cadence breaks, and risk phrases feed the same risk engine as calls — because most cancellations arrive by email.
- Read-only, client-matched threads only
- Reply-time and silence tracking
- Churn language flagged in minutes
AI briefs
Walk into every call already caught up.
Three living documents per client — pre-call brief, risk assessment, action plan — regenerated whenever new signal arrives. Built from your own calls and emails, not a CRM form nobody fills in.
- Pre-call brief, risk assessment, action plan
- Refreshed on every new interaction
- Grounded in real quotes and data
Alerts & digest
The bad news finds you. Early.
A client turning red notifies the account manager and their lead within minutes — with the why attached. A weekly digest keeps managers ahead of the whole book without opening a dashboard.
- Turn-red alerts to AM + manager
- Weekly digest of reds, ambers and changes
- Quiet weeks send nothing at all
AM coaching
And it coaches your AMs, too.
The same calls power communication coaching — filler words, pace, clarity, confidence — so the relationship is not just watched, it gets better.
- Per-AM communication scorecards
- Filler-word and pace tracking
- AI roleplay for difficult conversations
See your own book in red, amber and green.
Connect your calendar and inbox — the board starts filling in today.
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