Where to find AI Pulse
AI Pulse appears on the Account detail page, alongside the health score and other account metrics.How AI Pulse works
AI Pulse reviews recent account activity and generates a narrative health assessment. It looks at the same signals your health score uses — engagement patterns, communication trends, open requests, and recent interactions — but interprets them qualitatively, giving you context and nuance rather than a single number. The result is a short, readable summary of what’s happening with the account and what to pay attention to.AI Pulse vs CSM Pulse
Zudo has two types of qualitative health signals. They’re complementary, not redundant:| AI Pulse | CSM Pulse | |
|---|---|---|
| Set by | AI, automatically | You, manually |
| Based on | Activity patterns across meetings, emails, requests, and more | Your judgment and direct knowledge of the account |
| Updates | Dynamically, as account data changes | When you choose to update it |
| Best for | Catching trends you might not have noticed; getting a second opinion | Flagging context the data doesn’t capture — a difficult conversation, a contact change, a gut feeling |
When to rely on AI Pulse
AI Pulse is most useful when:- You haven’t checked in on an account recently — it gives you a fast read on current health without digging through the timeline.
- The health score looks fine but something feels off — AI Pulse may surface patterns in email tone or engagement frequency that explain the disconnect.
- You’re taking over an account — it provides a quick narrative summary without needing to read every note and meeting recap.
When to set your own CSM Pulse
Set a CSM Pulse when you have context the data can’t reflect:- A key contact left the company.
- You had a difficult conversation that didn’t surface in any logged activity.
- You know an expansion or churn decision is imminent.
- The account data looks worse than the relationship actually is (or vice versa).
