Brief
Create a live account brief.
S/Runtime summarizes open issues, usage, contract obligations, buying signals, and stakeholder history.
- Source context
- Stakeholder map
- Risk signals
Account intelligence
Prepare account teams from CRM, support, usage, and contract data.
Connect CRM, calls, emails, support, usage, contracts, product notes, and risk signals into governed account intelligence.
CRM
Call notes
Email
Usage analytics
Support
Contracts
Plan
Suggest the next move.
Agents recommend outreach, QBR content, renewal strategy, and follow-up workflows.
- Playbook match
- Policy review
- Forecast impact
Execute
Move from insight to action.
Approved actions update CRM, draft messages, and assign follow-ups with traceable context.
- CRM writeback
- Task routing
- Outcome tracking
Set the read, write, and review rules for this workflow.
Each run checks retrieval permissions, sensitive-data policy, tool scope, and approval requirements before it reaches a consequential action.
Role-based account and contract access
Mapped to source permissions, context boundaries, action policy, and audit evidence so teams can prove how AI was used.
Approved content and claims libraries
Mapped to source permissions, context boundaries, action policy, and audit evidence so teams can prove how AI was used.
PII and customer-data minimization
Mapped to source permissions, context boundaries, action policy, and audit evidence so teams can prove how AI was used.
Financial/advisor communication review where applicable
Mapped to source permissions, context boundaries, action policy, and audit evidence so teams can prove how AI was used.
Source citations and CRM writeback evidence
Mapped to source permissions, context boundaries, action policy, and audit evidence so teams can prove how AI was used.
Measure the workflow against its baseline.
Use completed runs, exceptions, and review outcomes to measure “Prep time saved” against the agreed baseline.
Use completed runs, exceptions, and review outcomes to measure “Renewal risk visibility” against the agreed baseline.
Use completed runs, exceptions, and review outcomes to measure “Follow-up completion” against the agreed baseline.
Use completed runs, exceptions, and review outcomes to measure “Expansion signal quality” against the agreed baseline.
Architecture session
Bring one consequential workflow. Leave with a governed agent blueprint.
We will map the context, systems, decisions, controls, actions, and success measures together.