Twin
Twin is your personal AI operator. In Account Success, Twin assembles account context, drafts communications, monitors portfolio health, and proposes next best actions. Twin maintains continuity across sessions so no context is lost between logins.Core Agents
- Discovery Agent: Identifies relevant accounts, contacts, and opportunities across source systems. Surfaces entities that match patterns but may not be on your radar.
- Triage Agent: Prioritizes incoming signals by severity, business impact, and urgency. Routes health alerts, escalation triggers, and renewal reminders to the right queue.
- Schema Agent: Validates data quality, field mappings, and entity relationships. Flags missing contact roles, orphaned opportunities, or inconsistent contract data.
Domain Agents
- Renewal Agent: Specializes in contract renewal motions. Analyzes risk factors, benchmarks comparable renewals, and drafts renewal strategies with recommended timing and pricing approaches.
- Escalation Agent: Manages at-risk account workflows. Assesses severity, maps internal stakeholders, drafts escalation briefs, and tracks resolution progress against success plans.
- QBR Agent: Prepares quarterly business reviews. Selects metrics, drafts agendas, generates executive summaries, and tracks follow-up commitments.
- Expansion Agent: Identifies and qualifies upsell and cross-sell opportunities. Analyzes usage patterns, maps buying committee changes, and prepares sales handoff packages.
- Success Plan Agent: Validates milestone progress, suggests plan adjustments based on changing account conditions, and ensures alignment between customer outcomes and documented objectives.