Early access
AI agents that spot churn and upsell in every account.
Account watch flags churn and upsell in every account: with consent, declared AI agents read the CRM, tickets and calls you connect, track each account’s news and join its emails and texts as a customer. Every morning you get who’s at risk, who’s ready to grow, and the play.
Account watch
Daily 07:00Obsession agent for Your companyInside data with consent · public pages only
Example
Pick it, and everything it needs is already set up.
Nothing to build or buy, and nothing to run yourself.
- An agent ID, declared as AI
- An inbox per account, and its own number
- Your CRM, helpdesk and calls, read only
- Each account’s news and hiring, read daily
- A check at 07:00, every day
- Every signal signed and dated
It runs on your schedule, and keeps the proof.
Every morning: who’s at risk, who’s ready to grow, and the play for each.
Example: renewals this quarter
Account watch
Every morning, check the 38 accounts renewing this quarter: the usage, tickets and calls we connect, their news, and what their customers get. Flag churn or upsell.
- Targets
- 38 accounts, from your CRM
- Journey
- Read the tools you connect
- Track news and hiring
- Stay a declared customer
- Flag risk and growth
- How often
- Every morning at 07:00
- Report
- A Slack alert, the play in your CRM
- Set up
- Agent ID, declared as AI
- An inbox per account
- Its own number
- Tools you connect
Run log
- 38 accounts read from your CRM, helpdesk and call notes, with consent.Mon 07:00
- A declared AI agent joins each account’s emails and texts, the way its customers do.Mon 07:04
- Payroll SaaS posts 12 sales roles. Its seats are 92% used.Tue 07:00
- Snack brand: usage down 38% in 14 days, and 3 urgent tickets in 5.Thu 07:00
- Snack brand’s site goes down for the 2nd time this week, seen the way its own customers see it.Thu 07:05
Finding
Snack brand is at risk, for 3 reasons. Payroll SaaS is ready to grow.
A save plan and an expansion note, drafted in your CRM for your team to send.
Example run. Every signal linked to its source, dated and signed.
The agents do the legwork. You make the calls.
Connect your tools
Your CRM, helpdesk and call notes, read only, with consent.
Add the accounts
Every account on your book, from your CRM, a CSV, Clay or the API.
Agents watch each one
In your tools, in the account’s public news and hiring, and on its own emails and texts, as its declared customer.
You get the play
Every morning: the accounts that need you, each reason with its source, and the next move drafted for your OK.
It covers the whole job, and stops where it should.
Inside, from the tools you connect
Usage
Logins, seats and the features an account stops using, week on week.
Tickets
Urgent and repeat tickets, and how long they stay open.
Calls
Notes that name a rival, a budget cut or a new boss.
Outside, in public
News
Funding, cuts, takeovers and new leaders.
Hiring
The roles each account posts, and the teams that grow.
Your champion
The day the person who bought from you moves on, from the account’s public pages.
Lived, as their customer
Their emails and texts
A declared AI agent on each account’s list sees the day its emails stop, its links break or its texts go quiet.
Their journeys
With the account’s OK, the sign up, basket or booking its customers use, stopped before payment.
The accounts that need you, in the tools your team already opens.
See a real store checkSlack
An alert the morning an account turns risky or ready to grow, with its reasons.
Your CRM
The risk, the reasons and the drafted play on each account’s record.
Email
A 07:00 note: who’s at risk, who’s ready, and what to do today.
Sheet
Every account and every signal, day by day.
Webhook
Each signal as it lands, with its source and signature.
Start from the recipe. Change anything.
- Accounts
- Every account on your book, or the ones renewing soonest
- Inside data
- Only the tools you connect, read only
- Signals
- Usage, tickets, calls, news, hiring and what their customers get
- How often
- Every morning at 07:00, or when you choose
- Alerts
- Risk and growth, in Slack, email or your CRM
- The play
- Save plans, expansion notes and intros, drafted for your team to send
Inside data only through tools you connect. Everything else in public, or with the account’s OK.
| Where it comes from | Whose OK | |
|---|---|---|
| Usage, tickets and calls | The tools you connect, read only | Yours, with consent |
| News, hiring and their site | Public pages anyone can read | None needed |
| Their emails and texts | A declared AI agent joins their list | None: the public sign up, declared as your AI agent |
| Their sign up, basket or booking | A declared test customer, stopping before payment | The account’s, before it starts |
Your tools read with consent. Every agent declared. Nothing sent without your OK.
Obsession’s Account watch reads the signals they don’t send you: with consent, usage, tickets and calls from the tools you connect, plus each account’s public news and what its own customers get. Every morning it flags who’s at risk, with the save plan drafted.
Account watch flags the day the person who bought from you moves on, from the account’s public pages, with the next move drafted for your team.
Account watch gives up to 494 hours a year back for 1 account manager who checks 38 accounts by hand, 15 minutes each a week: 9.5 hours a week (9.5 × 52 = 494). Its agents check every one every morning, and you read only the accounts that need you.
Account watch reads only what sits in the tools you connect, without changing anything, and only with consent. It never signs in to an account’s own systems without their OK.
Yes, if they look. The Account watch agent on their list says it’s an AI agent working for you. Anything deeper, like walking their checkout, starts only with their OK.
Account watch’s agents live as each account’s customer, so they see what breaks for them before usage drops. A health score reads only your own data.
Account watch sees the most when your product touches your accounts’ customers: their emails, texts, chat, checkout or booking. The signals from your tools and the news fit any account.
Never. Account watch only joins their emails and texts, as any customer can. The save plan, expansion note or intro is drafted for your team to send.
Account watch covers as many as you add. Every one is checked every morning.
Account watch sends them to Slack, your CRM, an email, a sheet or a webhook, each with its reasons and the source behind every one.
See every renewal coming, with the play already drafted.
Join the waitlist. Account watch comes ready to run on the accounts in your CRM.