Prerequisites
- ClosedLoop AI has matched evidence to the customer
- Optional: a CRM integration is connected for people and deal details
1
Open the customer profile
Use customer search, or select a customer name from a product insight or Roadmap theme. ClosedLoop AI opens that customer’s profile.
2
Review the overview
Use Overview to assess product insight volume, blocking asks, retention risks, severity, competitor mentions, and the account summary. Select a metric to open the corresponding filtered evidence when that metric is available.
3
Inspect the people
Open People to see contacts associated with the customer. Use roles and contact details from your CRM to identify who provided evidence or who should join a follow-up.
4
Review commercial context
Open Deals to see available stages, values, owners, and dates. Use this context to understand the business relevance of the product evidence; do not treat deal value as proof of product priority on its own.
5
Return to the source evidence
Open the relevant product insights, blocking asks, or Roadmap themes from the profile. Validate the original source before sharing a conclusion about the customer.
Verification
You should be able to summarize what the customer is experiencing, identify the supporting evidence, and separate product impact from commercial context.Troubleshooting
- People or Deals are empty: Confirm that a supported CRM is connected and that the customer identity matches the CRM record.
- The profile has little evidence: Check Data Log for recent imports, then search Insights and Context.
- Two records describe the same customer: Contact support before relying on aggregated counts.