Tag: AI
-
Find EBR Notes: Strategic Initiatives & Risks
Execs remember strategy; CSMs need the receipts. The Problem After every EBR, notes vanish in personal Docs. Strategic initiatives lose owners, and risks resurface untracked next quarter. The AI EBR Lens Quick Workflow Results Try Context Search AI
-
Search Sandbox / POC Setups & Success Criteria
POCs fail when teams reinvent the wheel. The Pain Each new prospect asks for a sandbox. CSMs dig through old setups, configs, and success criteria slides. Weeks are lost. The AI Setup Engine Steps Impact Start your free trial · See pricing
-
Locate Support Macros, SOPs & Runbooks
Great support isn’t magic — it’s repeatability. The Problem Agents improvise answers because they can’t find the official macro or SOP. Response times climb, consistency falls. The AI Way Workflow Results Try Context Search AI
-
Search Churn Post-Mortems & Save Plays
Every lost deal hides a playbook you can reuse. The Reality Accounts churn. Post-mortems are written once, buried forever. The same issues resurface and nobody remembers how the last team solved them. The AI Recovery Hub Quick Workflow Impact Start your free trial · See pricing
-
Find Feature Requests Across Tickets & Emails
Build what customers actually ask for — not what you remember. The Problem Requests hide in tickets, support threads, and QBR docs. PMs see a fraction of the signal. Prioritization turns political. AI Feedback Hub Turn Signals into Roadmap Results Start your free trial · See pricing
-
Search Onboarding Plans & Milestone Check-ins
Time-to-value shrinks when every step is visible. Why Teams Stall Kickoff notes in one Doc, timelines in Sheets, tickets in another system. PMs chase updates; customers lose momentum. The AI Way How to Run It Impact Try Context Search AI
-
Locate NPS/CSAT Comments & Themed Insights
Feedback is your roadmap — if it’s searchable. The Problem NPS and CSAT comments live in forms, ticket notes, and spreadsheets. Teams cherry-pick anecdotes and miss the signal. AI-Powered VoC 3 Steps Outcomes Start your free trial · See pricing
-
Find Renewals at Risk: Low Usage + Open Escalations
Churn doesn’t happen overnight — the signals do. The Hidden Danger Customers go quiet. Usage slips. Tickets pile up. By the time the renewal date appears, it’s already lost. The data existed — it just wasn’t in one place. The Manual Way (Slow & Risky) The AI Way (Fast & Proactive) 3-Step Workflow Impact Start…
-
Find Secure Coding Guidelines & Checklists (Docs)
Developers can’t follow rules they can’t find. The Problem Secure coding standards exist in PDFs nobody reads and Docs nobody shares. Findability kills compliance. The AI Fix How to Use Impact Start your free trial · See pricing
-
Search DLP Events & False-Positive Reviews
Too many alerts is as bad as none. The Pain Thousands of DLP alerts pile up. Most are false positives. Nobody knows which were reviewed or closed. The AI Assistant Steps Results Try Context Search AI