Every customer with feedback in ClosedLoop AI has a profile that combines their CRM data with the product intelligence extracted from their conversations. This is where you go to answer “what’s going on with this account?”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.
Finding a customer
From any insight or opportunity, click a customer name to open their profile. You can also search for customers using MCP:search_customers(query="Acme Corp").
What you’ll see
Company overview
CRM data pulled from HubSpot or Salesforce — industry, country, employee count, annual revenue, deal owner. This updates automatically as your CRM syncs.Deals
Active pipeline and closed-won deals with values, stages, and close dates. Deal values are shown in your CRM’s home currency for consistent comparison.Key contacts
People at the company from your CRM — names, titles, email addresses, lifecycle stages. These are the individuals whose conversations generate the insights below.Feedback summary
Aggregated view of all product feedback from this customer:- Total insight count
- Deal blockers — how many insights are blocking a sale
- Churn risks — how many insights threaten the relationship
- Top categories — what types of issues this customer raises most (bugs, feature requests, etc.)
Insights
The full list of product feedback from this customer, sorted by urgency. Each insight shows:- What they said (verbatim)
- What they’re struggling with (pain point)
- What they do instead (workaround)
- What they want to achieve (use case)
- How urgent it is (severity, emotion, deal blocker flag)
Strategic signals
Intelligence beyond product feedback — satisfaction levels, churn indicators, competitor mentions, buying behavior. Grouped by type with the most recent first.Common questions this answers
- “Should we worry about this account?” — check churn risk count and recent strategic signals
- “What does this customer actually care about?” — top categories and pain points
- “How much revenue is at stake?” — won deal value + active pipeline
- “Who should we talk to?” — key contacts with titles
- “What’s the relationship history?” — strategic signals timeline showing satisfaction over time