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AI Pulse generates a qualitative health assessment for each account, sitting alongside the numeric health score. Where the score gives you a number, AI Pulse gives you a narrative — interpreting engagement patterns, communication trends, and recent interactions to surface insights the numbers alone miss.

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Where to find it

AI Pulse appears on the Account detail page, next to the health score and other account metrics.

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How it works

AI Pulse reviews recent account activity and generates a short, readable summary of what’s happening and what to pay attention to. It looks at the same signals your health score uses — meetings, emails, requests, engagement patterns — but interprets them qualitatively, giving you context and nuance.

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AI Pulse vs CSM Pulse

These are complementary, not redundant:
AI PulseCSM Pulse
Set byAI, automaticallyYou, manually
Based onActivity patterns across all account dataYour judgment and direct knowledge
UpdatesDynamically as data changesWhen you choose to update it
Best forCatching trends you might not notice; getting a second opinionFlagging context the data can’t capture — a difficult conversation, a contact leaving, a gut feeling

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When to rely on AI Pulse

  • You haven’t checked in on an account recently — get a fast read without digging through the timeline
  • The score looks fine but something feels off — AI Pulse may surface patterns in engagement frequency or email volume that explain the disconnect
  • You’re taking over an account — get a quick narrative without reading every note and meeting recap

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When to set your own CSM Pulse

Set a CSM Pulse when you have context the data can’t capture: a key contact left, an expansion is imminent, or the data looks worse (or better) than the relationship actually is. Your CSM Pulse always takes precedence as the human signal. AI Pulse is there to support and challenge your thinking, not replace it.