Client insight notes

Release 0.37

A short summary of each client relationship, plus a suggested focus for the next call, generated from the full call history.

Charts show you that something changed. They don’t tell you what to do about it before the phone rings.

Every client now carries a short written note: where the relationship stands, what’s unresolved, and what to focus on next time you speak to them. It’s generated from the full call history with that client, not from the last conversation alone.

It’s most useful in the moments where nobody has time to read back through months of calls — a rep taking over an account, a manager stepping into a difficult client before a meeting, or anyone returning to a client they haven’t spoken to since spring.

The note sits at the top of the client page, above the trends and breakdowns. Read it in twenty seconds, or keep going for the detail behind it.

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