Notifications & Digests
How Customer Intelligence keeps the account team informed — agent-run account digests and opportunity status notifications
Last updated
Was this helpful?
How Customer Intelligence keeps the account team informed — agent-run account digests and opportunity status notifications
Customer Intelligence keeps the right people informed without anyone sending manual updates. Two kinds of email go to the account team — a digest after each agent run, and a notification when an opportunity advances.
The team stays in the loop automatically: After the agent researches an account, the account team gets a digest of what's new. When a rep moves an opportunity to Accepted, the team is notified with a link — no status meeting required.
Both notification types are sent to the customer's account team — the members assigned to that customer. Recipients are resolved from team membership, so keeping account teams current (see Customers & Portfolio Health) ensures the right people are notified.
After the Account Management Agent finishes a run, it emails the account team a digest summarizing the latest intelligence for that account.
Account overview
The agent's refreshed summary of the relationship
Health score
The current score with a healthy / watch / at-risk indicator
New this run
Signals, alerts, and milestones recorded in this run
Open opportunities
The current open pipeline on the account
Link
A button to open the account in DarcyIQ
Per-customer control: The account digest can be turned off for a given customer. When disabled, a run still updates the account — it just doesn't send the digest email.
When an opportunity advances to Reviewed or Accepted, the account team is emailed so the next owner can act.
Moved to Reviewed
"Ready for your review" — the opportunity is worth a decision, not yet a commitment
Moved to Accepted
The opportunity has been accepted and is ready to action
Each email includes the opportunity's key details — type, estimated value, confidence, and the recommended next step — plus a link to the account. See the Opportunities lifecycle for how statuses progress.
Reviewed is a prompt, not a promise. The wording is intentional: a Reviewed notification asks the team to review and decide, while an Accepted notification confirms commitment.
Manage account team membership
Understand the opportunity lifecycle
See what triggers a digest
Last updated
Was this helpful?
Was this helpful?