Built for CSMs

Get the full picture on any account in 30 seconds

Complete account intelligence in 30 seconds — health score, stakeholder map, risk signals, and actions

Get This Agent — $10/mo

3 free runs to try first. No credit card required.

Or get all agents for $25/mo

Account 360

Full account intel in 30 seconds

What you get

Health score (0-10) with evidence showing exactly which signals drive the score

Stakeholder map with role, last engagement date, and status (Active, Quiet, Dark, Gone)

Risk and expansion signals with specific evidence from account data

Prioritized action plan with concrete next steps tied to real contacts and dates

Delivered in 30 seconds. Run anytime you need complete account context — before meetings, during reviews, or when something feels off.

How It Works

Up and running in under 2 minutes

Connect HubSpot

One-click OAuth. Read-only access to deals, contacts, companies, and engagements. Works with any HubSpot tier.

Agent Pulls Full Context

Aggregates deal history, contact engagement, activity timeline, and commercial data into a single intelligence brief.

See the Full Picture

Health score, stakeholder map, risk signals, expansion opportunities, and a prioritized action plan — everything in one view.

The Difference

Stop guessing. Start knowing.

Without Account 360

20 minutes clicking through HubSpot tabs to understand an account

No single view of account health, stakeholders, and engagement together

Risk signals scattered across deal records, contact activity, and notes

Asking CSMs for account updates because there's no self-serve intelligence

With Account 360

Complete account intelligence in 30 seconds — type a name and go

Health score, stakeholder map, and engagement timeline in one report

Risk and expansion signals surfaced with specific evidence

Self-serve account intelligence — anyone on the team can pull it

Capabilities

What's Inside

Instant Account Narrative

Type a company name and get a structured intelligence brief in 30 seconds — no clicking through tabs or compiling from multiple tools.

Health Score with Evidence

A 0-10 composite score backed by specific evidence from the account's data — see exactly which signals drive the score.

Stakeholder Map

Every contact with their role, last engagement date, and status (Active, Quiet, Dark, Gone) — immediately see single-threading risk.

Risk & Expansion Signals

Specific risk and expansion signals with evidence from actual data — not generic categories.

Recommended Actions

Prioritized actions specific to this account — 'Contact Sarah Chen (last engaged 45 days ago)' not 'schedule a check-in.'

Built for you if…

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You're a CSM who needs quick account context before any conversation

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You're a VP of CS who wants account intelligence without asking each CSM

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You're covering for a teammate and need to get up to speed on their accounts fast

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You want a Gainsight-style C360 view without leaving HubSpot

20 minutes of manual research per account, 50 accounts per CSM — that's 16 hours/month. This agent is $10/mo.

Get This Agent — $10/mo

3 free runs. No credit card. Cancel anytime.

Common Questions

Read-only access via OAuth to deals, contacts, companies, and engagement history (emails, meetings, calls, notes). We never modify your data.

About 30 seconds. Type a company name and get the full intelligence brief.

No. Customer Health Monitor scores your entire portfolio at once — great for weekly reviews. Account 360 gives deep intelligence on a single account — great for meeting prep and ad-hoc research.

Yes. The stakeholder map shows every contact's status and last engagement. If only one person is active, the agent flags single-threading as a risk signal.

Yes. Cancel in one click on agent.ai. No contracts, no minimums. Your first 3 runs are free.