B2BExecutive agent for the CEO
Top-Account Pulse
Know what's happening with the customers you can't afford to lose.
One line per top account, every week. This agent reads every ticket, call, CRM note, internal chat and headline about your top 20, and tells you what's at risk, what's shifting and what's going on in their business.

Asking Claude about one account is easy. Watching all of them every week isn’t.

of business leaders haven’t spoken to a customer in over a month.
Stay on top of your biggest customers without chasing updates
Three steps. It brings together everything on your top 20, spots what's new this week, and sends you the short version.

Ingest
Every call, ticket and email from your top accounts, in one place

Analyze
What changed this week, and what your team hasn’t flagged
| Account | This week | What to know |
|---|---|---|
| Halcyon Bank | 4 tickets, 2 calls | The outage shook trust. Renewal is at risk. |
| Brightline Retail | Exec change | Build ties with the new VP before renewal. |
| Meridian Freight | In the news | Budget cuts likely. Check in early. |

Act
One line per account, riskiest first
20 accounts, led by the 3 to watch.
Email sent$3.4M ARR across 3 accounts, down from $4.1M.
Trend updatedLog updates in your CRM through a custom MCP connection, or DM the account owner in Slack when one slips.
See MCP connections →Questions
What sources can it use?
How does it pick the top 20?
What does it flag?
Can I go deeper on one account?
Where do the results go?
Never get surprised by a top account again.
Connect your conversations and CRM, and get your first weekly pulse.