> ## Documentation Index
> Fetch the complete documentation index at: https://closedloop.sh/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer Intelligence

> How ClosedLoop AI fuses your CRM (HubSpot, Salesforce) with extracted product insights to give every theme account context: deals, segments, contacts.

Customer intelligence gives every insight revenue context. By combining your CRM data (HubSpot, Salesforce) with AI-extracted product intelligence, ClosedLoop AI builds a complete picture of each customer's relationship with your product, so you know not just what customers are saying, but how much revenue is behind each request.

## Customer profiles

Each customer profile aggregates:

* **CRM data**: company name, industry, country, employee count, annual revenue
* **Deals**: active pipeline, won deal values, deal stages, close dates
* **Contacts**: key people, titles, lifecycle stages
* **Intelligence summary**: total insights, deal blockers, churn risks, top categories, average frustration
* **Strategic context**: satisfaction, onboarding friction, competitor mentions, churn indicators

## Strategic context

Strategic context is intelligence extracted from conversations that goes beyond product insights. It captures business dynamics:

| Context type            | What it captures                                                                         |
| ----------------------- | ---------------------------------------------------------------------------------------- |
| **Satisfaction**        | How happy the customer is overall                                                        |
| **Onboarding friction** | Struggles during setup and early usage                                                   |
| **Churn reason**        | Why a customer is considering leaving (with urgency: immediate, considering, evaluating) |
| **Competitor mention**  | References to competing products, with competitor name and context                       |
| **Decision criteria**   | What factors drive the buying decision                                                   |
| **Purchase hesitation** | What's holding back a purchase                                                           |
| **Win reason**          | Why the customer chose your product                                                      |
| **Aha moment**          | When the customer realizes the product's value                                           |
| **Value evidence**      | Concrete proof of ROI or benefit                                                         |

There are 20 context types in total, covering the full customer journey from first contact to renewal.

## CRM enrichment

When you connect HubSpot or Salesforce, ClosedLoop AI automatically enriches every insight with CRM context, zero configuration required:

* **Company resolution**: insights from individual speakers are linked to their employer via CRM contacts
* **Deal values**: every insight carries the revenue context of its customer, so you can prioritize by business impact
* **Lifecycle stage**: insights are contextualized by where the customer is in the sales process
* **Industry and geography**: enables segment-level analysis ("what do entertainment customers in the US care about?")

This enrichment happens automatically. About 86% of insights are linked to a CRM company. The remaining 14% come from speakers who aren't in your CRM contacts.