Account health now reads the whole relationship
Customer Intelligence scores accounts from emails, calls, meetings, support tickets, deals, invoices and renewal dates as well as product usage, so an active…
Enhancement · Growth ·
Customer Intelligence scores accounts from emails, calls, meetings, support tickets, deals, invoices and renewal dates as well as product usage, so an active prospect is no longer described as someone who "never interacted". Every score lists the evidence behind it with links, accounts are labelled Not activated, At risk, Healthy or Expansion ready, and confidence shows how much data it rests on, for example "Based on 4 of 6 signal types".
October 2026 · Releases & improvements
Document previews outside the editor now show the document's theme · Customer health labels now match everywhere
