Product
Autonomous account management for every customer
Every account in your portfolio receives the proactive attention that today only your top ten get. Engage catches declining relationships before they become churn, acts on expansion signals the day they appear in a conversation, and follows up on open quotes automatically.
How it works
Always running across every account
Engage works continuously across your entire portfolio. Most activity runs on a daily schedule. High-urgency signals, like a competitor mention in a conversation, are acted on immediately.
Step 1
Monitor
Every account in your portfolio is watched continuously for changes in the relationship. Activity patterns, satisfaction trends, commercial signals in conversations, open threads, and approaching milestones are all tracked automatically.
Step 2
Review
When something changes, Engage evaluates the full relationship context, including recent conversations, account health, and commercial history, and determines whether the account needs attention.
Step 3
Act
Most of the time, the account is fine and you hear nothing. When outreach is warranted, a composed message appears for your review. When a situation needs your judgement, you receive a briefing with the relevant context.
Signals
Engage looks for signals in every conversation
Engage evaluates signals across four categories. Each signal can be enabled or disabled per agent, with configurable thresholds.
Relationship signals
Silence
No contact for a configurable number of days, relative to the account's normal pattern.
Engagement decay
Contact frequency dropped significantly compared to the previous period.
Satisfaction decline
Health score trending downward or churn risk detected.
Escalation pattern
Rising rate of conversations that required human intervention.
Commercial signals
Expansion intent
Growth or scaling mentioned in a conversation.
Adjacent interest
Customer asked about products outside their current usage.
Competitor mention
Competitor named in a conversation.
Referral mention
Customer recommended your service to another company.
Positive sentiment
Unprompted praise or satisfaction expressed.
Lifecycle signals
Open thread
Proposal or quote sent with no reply after a configurable period.
Renewal proximity
Contract renewal date approaching at 90, 60, or 30 days.
Post-purchase milestone
Configurable time after a purchase for onboarding or value-realisation follow-up.
System signals
Periodic review
Scheduled review every N days, configurable per agent.
Manual review
Triggered by a user for a specific account or a batch.
Engage is reading conversation history
✓Engage detected a signal
✓Engage is composing
Subject: Following up
Hi James,
During our conversation last month you mentioned that you were considering expanding to a second location.
If the timing is right, I can prepare a proposal based on your current configuration. Would next week work to discuss?
Thesignalswereintheconversation
theentiretime.
Context
What Engage reads before acting
The depth of context depends on what is connected. Engage works from day one with conversation data alone. Each additional connection adds a layer of intelligence to the review.
Conversation history
Day 1Full message content for every conversation in the account. Contact and account metadata. Previous outreach log and outcomes.
Quality intelligence
After 60 daysAccount health score and trend. CSAT scores and sentiment patterns. Escalation rate and resolution speed.
Purchase intelligence
With order management MCPPurchase history and order frequency. Transaction recency. Revenue per account over time.
Commercial intelligence
With product catalog MCPFull product catalog for cross-sell identification. Product whitespace analysis. Upgrade and progression paths.
Yourcustomercannottellthedifference.
Thatisthepoint.
Safety
Hard limits Engage cannot override
Frequency ceiling
Maximum six messages per account per month, enforced by the platform. Minimum seven days between any two messages to the same account. Your configured limits operate within these boundaries. Per-agent caps operate within the global limit.
Health gate
Below your configured health threshold, only care-related outreach is permitted. The platform will not propose a commercial action to an account with declining satisfaction or unresolved complaints.
Validation pipeline
Every outreach passes the same compose-and-validate cycle used for inbound replies. Every factual claim is checked against source data. Every message is checked against your brand voice and policies.
Permanent opt-out
When a contact opts out, they are never contacted proactively again. The opt-out is global and permanent across all agents and workspaces. Inbound conversations are unaffected.
Control
You decide when it sends autonomously
Proactive outreach carries higher stakes than inbound replies. The default is full human review. You control the progression from review to selective automation to full autonomy.
Review
Every outreach is queued for your approval. You see, edit, and approve before it sends.
Selective auto-send
Routine agents send autonomously. Sensitive agents stay on review. You choose which.
Full autonomy
Most agents send autonomously. Everything visible in your feed. Override at any time.
Youcannothireanaccountmanager
whoreadseveryconversation
andneverforgetstofollowup.
Youcandeployone.
See Engage on your accounts
Book a demo to see how Engage works with your conversation data.