Relationship Intelligence agent
Planned: will build an all-round (360°) brief of financial history, the tone of your communication, commitments made, risks and opportunities.
Validated with each clientWhat does Relationship Intelligence replace? The work of a sales manager: prepare an all-round brief before a key meeting. Planned: will build an all-round (360°) brief of financial history, the tone of your communication, commitments made, risks and opportunities.
Shows why
It shows its reasons and how sure it is on every draft. When it is not very sure, it only brings the item to your notice.
Waits for you
Nothing is filed, paid or posted until a person says so.
Gets reviewed
Every approval and correction is recorded, so you can see how well it does on your own books.
A day with this agent
Described as it will work, not as it runs today. A sales manager is meeting a key customer on Thursday.
- You name the customer. On request, or on a weekly round, you give the customer to be briefed.
- Kinnow gathers what it may read. Orders, balances outstanding and CRM notes, plus mail and documents that mention the customer, only those you are allowed to see.
- It writes a one-page brief. Money history, the tone of recent conversations, what was promised, risks and openings.
- You read it before the meeting and decide. The brief shows its reasons, so you can check any line against the source.
Tell us which customer you would want briefed first.
What it reads and what it hands back
| What it reads | What it hands back | Where it lands |
|---|---|---|
| Orders, outstanding balances and CRM records for the customer | A one-page brief: financial history, communication tone, commitments, risks, openings | In Know, for the person who asked |
| Mail and documents that mention the customer, within the reader's access | The lines the brief rests on, with their sources | Beside the brief |
What a person decides
Nothing is filed, paid or posted without a person. A brief is for reading; it changes no record.
- Who may ask. The brief draws only on what the reader could open.
- What to do with it. You decide the next step with the customer.
- Switching it on. It needs the organisation-knowledge setting, which is off until your administrator turns it on.
Ask Kinnow about this
What a sales manager would want to ask.
- "What is our history with this customer?" Would show orders, payments and balances.
- "What did we promise them in the last three months?" Would show the commitments found in mail and meetings.
Tell us what a good customer brief looks like for your team.
Works with
This agent belongs to the Know application. Related: Commitment Tracker, Policy Agent, and the capability everything said and agreed about a customer.
Questions
What does the Relationship Intelligence agent do?
Planned: will build an all-round (360°) brief of financial history, the tone of your communication, commitments made, risks and opportunities.
Does Relationship Intelligence act on its own?
No. It will prepare the brief and show its reasons. A person decides what to do with it.
Is Relationship Intelligence available today?
It is planned, not yet in use. This page describes how it will work.
Will it read my private mail?
It will use only mail and documents the person asking is already allowed to open.
How is it paid for?
It is part of your agent pack, and there is no charge per user.
Works alongside
NL-query
Turns a question in plain language into a chart or table, using one agreed set of definitions for your numbers.
KnowAnomaly Detector
Checks nine business figures for unusual movements whenever an administrator or your scheduler starts a scan, and lists them in the Anomaly Feed, most serious first.
KnowPolicy Agent
Answers policy questions from your own handbook text and cites the source.
KnowCommitment Tracker
Reads your mail and meeting transcripts to pick out who promised what to whom, and by when, for a person to confirm.
Tell Kinnow what slows you down.
Answer three questions. Get the applications, the agents and a two-week plan for your business.