Intelligence Feed

The chronological record of what's happening on an account — evidence-backed signals, risk alerts, and delivery milestones, plus customer sentiment

The Intelligence tab on a customer is the account's running record of what matters: every signal, alert, and milestone, captured with evidence and a timestamp. It's how the relationship's story stays current instead of living in scattered notes and inboxes.

One timeline, every signal: A funding announcement, a renewal-risk alert, and a go-live milestone all land on the same account timeline — each with a source — so anyone on the team can catch up on the relationship in a minute.

Entry Types

Every feed entry is one of three types:

Type	What It Captures	Examples
Signal	A noteworthy, evidence-backed fact about the customer	Funding round, leadership change, product launch, hiring surge, expansion into a new market
Alert	A risk or issue that warrants attention	Renewal risk, stalled engagement, budget freeze, negative feedback
Milestone	A positive delivery or relationship achievement	Go-live, successful POC, contract signed, QBR completed

Each entry typically includes a title, a short body, a confidence indicator, and a source reference so findings can be traced back to where they came from.

The Activity Timeline

The Intelligence tab visualizes feed activity over time, so you can see when an account has been active or quiet at a glance. Signals and milestones are color-coded to keep the timeline readable.

Filtering the Feed

Use the compact filter pills to focus the feed:

Filter	Purpose
Type	Narrow to Signals, Alerts, or Milestones
Source	Filter by where the entry came from (e.g. the agent vs. manual entry)

How Entries Are Created

Feed entries come from two places:

• The Account Management Agent — most entries are recorded automatically when the agent researches an account, each backed by a source. See The Account Management Agent.

• Manual entry — team members can add entries directly to capture something they know that the agent hasn't found.

Customer Sentiment

Alongside the feed, each account carries a customer sentiment read: the agent's assessment of how satisfied the customer is, expressed as a 0-100 score (50 = neutral) with a written rationale.

Sentiment is about satisfaction, not activity. It answers "is the customer happy with us?" — deliberately scoped to customer satisfaction, separate from operational risk or momentum (which surface as alerts and signals). This keeps sentiment from double-counting the same factors the health score already weighs.

Sentiment is surfaced on the customer detail Overview tab (click the Sentiment tile to read the full rationale) and in the roster. It also feeds the health score — see Health Score & Scoring Settings.

Next Steps

Goal	Documentation
Turn intelligence into pipeline	Opportunities
See how the feed is generated	The Account Management Agent
Understand how sentiment affects health	Health Score & Scoring Settings
Read account health in the portfolio	Customers & Portfolio Health