Context Assembly
When you open an account, Twin pulls together the full narrative from Spine Fabric: recent tickets, usage trends, contract status, stakeholder changes, and prior QBR outcomes. Instead of checking Salesforce, Gainsight, Zendesk, and your inbox separately, you receive a synthesized timeline with highlighted anomalies.Proposal Generation
- Renewal Proposals: Twin drafts renewal talking points based on usage growth, support history, and comparable account benchmarks. It flags accounts where expansion is more likely than standard renewal.
- QBR Preparation: Twin generates agendas by selecting relevant metrics, identifying milestone progress, and suggesting discussion topics based on recent events. It drafts executive summaries for pre-reads.
- Risk Alerts: Twin surfaces accounts with deteriorating health and proposes specific interventions: check-in cadence, escalation path, or success plan adjustment.
Delegation Management
Twin routes tasks to the right agents or human collaborators:- Escalation drafts go to the Escalation Agent for severity scoring and stakeholder mapping
- Expansion opportunities are shared with the Sales Agent for pipeline handoff
- Success plan updates are delegated to the Planning Agent for milestone validation