Original page
Data Agent
What’s included
Lists the accounts whose activity says they’re close to a decision.
Flags customers whose usage, orders or tickets point to trouble.
Finds healthy customers with room for more.
Suggests merges and missing values for a person to approve.
Sends each team a short list of accounts to look at this week.
Shows the data behind each suggestion, field by field.
How it works
Ask in plain words, and see the records behind every answer.
Ask which deals are stalling or which customers buy less often, and get a list with the reasons.
Every answer links to the records and fields it used, so your team can trust it or correct it.
Looks at orders, usage, tickets and deals across the Smart CRM.
Shows the records and fields behind each account it suggests.
Each team gets a short list every Monday, and people decide what to do.
Customer stories
How a hardware and software platform lets the Data Agent flag the trials that are ready to talk.
Illustrative story for this demo.
“Product usage sits right next to every trial in the CRM. The Data Agent flags the accounts that are ready to talk, and our reps reach them while they are still in the product.”
Noor Siddiqui
VP of Growth, Arduino
29%
more trials converted to paid
2x
faster lead routing
This page has no blocks to explain.
The last 30 days of chat questions: how well the website answered them, and the gaps that keep coming back.
Open Content Intelligence ↗Pick a company, then a person, to see how each page changes for their role and industry. The companies are real; the people are fictional.
People
Data Agent
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