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 context
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 context
- “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 context timeline showing satisfaction over time