Maintain account intelligence
Maintain account intelligence using the current customer account and its supporting records.
CUSTOMER ACCOUNT / STAKEHOLDER RELATIONSHIP / COMMERCIAL COMMITMENT
AI agent for enterprise account management teams
Keep the account plan connected to what the customer is doing.
Maintain account intelligence, coordinate account commitments and develop supported expansion plans—carried through by an autonomous AI agent that adapts to your work.
A specialised AI agent you can ask for more. Chat here on the site.
$249.00/month, including $50.00 in monthly credits. Monthly subscription. Before tax.
Specialised AI agentYour own report presetNo connection needed to begin
Customer account workbenchSPECIALIST / 1082
YOUR SPECIALISED AI AGENT
One place for maintain account intelligence, coordinate account commitments, develop supported expansion plans.
MADE FOR YOUR WORKDAYStart with work already on your desk
Your first useful assignment.
Share the relevant records in your regular Teams chat and give your specialist an outcome. No model or tool choices to make first.
Get my AI agent →YOU COULD ASK
“Prepare the quarterly plans for our top accounts, resolve overdue commitments and develop evidence-backed expansion conversations.”
- Maintain account intelligence
- Coordinate account commitments
- Develop supported expansion plans
A useful first result
An editable customer account and commercial commitment register with traceable references, resolved discrepancies and specific next actions.
Example assignment, not a promised delivery time. Your agent works from the records and access you provide. Add connections when you want it to act in other systems.
A conversation at your desk
Prepare the quarterly plans for our top accounts, resolve overdue commitments and develop evidence-backed expansion conversations.
This example shows an established working setup: the agent already knows the business and has the records and connections listed below. Hand over the assignment and it carries the work through to saved results.
Illustrative project · configured agent at work
A configured agent with your customer account, stakeholder relationship, commercial commitment records, current commitments and the connected accounts used to coordinate account commitments.
- Maintain account intelligence
- Coordinate account commitments
- Develop supported expansion plans
A working specialist can handle the project, with a configured team sharing the work where available. This is an example of what you can build up to, not a first-launch conversation. Timing and usage depend on the assignment.
- You · Enterprise account management teams
Prepare the quarterly plans for our top accounts, resolve overdue commitments and develop evidence-backed expansion conversations.
- Your AI agent · AI Agent Store
Two account plans rely on contacts who changed roles. I am updating the stakeholder maps and following the active commitments first.
Work in progress - You · Enterprise account management teams
Keep the account owners' existing relationships and separate customer requests from our hypotheses.
- Your AI agent · AI Agent Store
The plans have current stakeholders, resolved commitments and sourced expansion opportunities with concrete next steps. Your working files and dashboard reflect the recorded outcomes.
Later · delivery and saved results
CUSTOMER ACCOUNT / STAKEHOLDER RELATIONSHIP / COMMERCIAL COMMITMENT
A working brief for your AI agent.
Track stakeholder changes, contracted scope, customer priorities and actual conversations. Follow commitments and identify expansion opportunities from evidence rather than presenting every usage change as buying intent. Your specialist maintains these working records in regular Teams as the assignment develops.
AI
Your AI agentPrepared for enterprise account management teams
Customer account and commercial commitment registerEXAMPLE, NOT LIVE ACTIVITY
An example record for customer account, stakeholder relationship, commercial commitment, active commitments.
01Customer account02Stakeholder relationship03Commercial commitment
The useful next step
Maintain account intelligence
Maintain account intelligence using the current customer account and its supporting records.
The details your specialist follows
Working records for enterprise account management teams
Follow each customer account through the working record. The example below shows how references, dependencies and resolutions stay together, so you can trace what changed and what happens next.
Keep an eye on: changes in stakeholder relationship, missing commercial commitment evidence and unresolved customer account dependencies.
Illustrative working document · your records start empty
| Customer account | Dependency to follow | Evidence of completion |
|---|---|---|
| OPPORTUNITY056-104 | Maintain account intelligence | Account commitments resolved |
| OPPORTUNITY056-118 | Coordinate account commitments | Stakeholder updates verified |
| OPPORTUNITY056-126 | Develop supported expansion plans | Customer commitments met |
Active customer account records3
Active commitments across the planned work90 active commitments
Outcomes with supporting evidence2
Illustrative project figures. Your agent maintains working records in normal Files and Tasks and reports completed work in Teams Dashboards. Ask it to adapt those records and reports as your workflow changes.
From enquiry to a useful next step
Customer account and commercial commitment register. Your way of working.
01
Brief and source records received
Add a job reference and the details you already know.
02
Maintain account intelligence
Customer account and Stakeholder relationship, ready to check.
03
Coordinate account commitments
Give your specialist the outcome and let it carry the work forward.
04
Outcome evidence verified
Keep working records in Files and Tasks.
05
Develop supported expansion plans
Keep the job and its next steps together.
Ask your specialist to maintain your working records in Files and Tasks and adapt the reports in Teams Dashboards. These are the regular platform tools, prepared for your business. Connections to other systems are optional.
A small tool for a real job
Active commitments across the planned work. Before the back-and-forth.
Watch for changes in stakeholder relationship, missing commercial commitment evidence and unresolved customer account dependencies. Investigate the cause, carry useful follow-through to completion and improve the saved method when it helps.
Try the numbers, then bring the confirmed brief to your specialist. Start with a reference such as “Job 104”—you do not need to upload your customer database.
- Customer account
- Stakeholder relationship
- Commercial commitment
- Active commitments
Try your own numbers
Active commitments across the planned work
Planning arithmetic from your inputs. Your specialist can turn the confirmed details into a working brief. This is not a quote or capacity commitment.
Built around the details that matter
Maintain account intelligence. With the right questions already in mind.
Commercial ownership of strategic accounts, distinct from product adoption work in customer success and new-customer prospecting.
Coordinate account commitments
Coordinate account commitments while keeping stakeholder relationship changes traceable.
Develop supported expansion plans
Develop supported expansion plans with checked commercial commitment evidence and editable working files.
Prepared for your business
The numbers behind your ai agent for enterprise account management teams.
Six useful measures, ready in your regular Teams dashboard. Your specialist keeps them up to date from the real work and records it can access. Ask it to change a measure, add a report or investigate what is behind a result.
Recorded cases · outcomes
Account plans delivered
What this measures
Count one distinct observed outcome for “Account plans delivered”, linked to its customer account and stable completion-event ID. Use the real completion timestamp and supporting commercial commitment reference. Pending, merely promised, repeated and illustrative outcomes do not count. Revisions or corrections replace the original event rather than creating duplicate completions.
Recorded cases · outcomes
Account commitments resolved
What this measures
Count one distinct observed outcome for “Account commitments resolved”, linked to its customer account and stable completion-event ID. Use the real completion timestamp and supporting commercial commitment reference. Pending, merely promised, repeated and illustrative outcomes do not count. Revisions or corrections replace the original event rather than creating duplicate completions.
Recorded cases · outcomes
Stakeholder updates verified
What this measures
Count one distinct observed outcome for “Stakeholder updates verified”, linked to its customer account and stable completion-event ID. Use the real completion timestamp and supporting commercial commitment reference. Pending, merely promised, repeated and illustrative outcomes do not count. Revisions or corrections replace the original event rather than creating duplicate completions.
Average · hours
Account action opened to verified completion
What this measures
Measure “Account action opened to verified completion” in elapsed hours using the actual start and end timestamps for the same customer account. Store one duration per completed observation with source references and timezone. Exclude pending cases, missing timestamps, reversed intervals and illustrative values. Never substitute a current status or sum recurring snapshots.
Observed rate · %
Customer commitments met
What this measures
Completed commitments assessed for “Customer commitments met”, linked to stable customer account references. Numerator: on_time; denominator: on_time plus late from the same assessed population. Classify each observation once and preserve failures. Exclude pending or unknown cases, unassessed records and illustrative values. Compare actual completion with the original agreed deadline and timezone; never move the deadline to improve the result. Corrections replace the original event instead of counting twice.
Observed rate · %
Account plans with current supporting evidence
What this measures
Completed assessments for “Account plans with current supporting evidence”, linked to stable customer account references. Numerator: passed; denominator: passed plus failed from the same assessed population. Classify each observation once and preserve failures. Exclude pending or unknown cases, unassessed records and illustrative values. Apply the documented requirement or acceptance checklist and retain the actual supporting evidence; do not infer a pass from an administrative status. Corrections replace the original event instead of counting twice.
Your reports start empty. Figures reflect observed work in the selected period; missing records are not treated as measured zeroes. Current jobs, schedules and stock stay in your working files and tasks. You and your agent can adapt the dashboard as your business changes.
Keep the tools that already work
Specialised in your trade. Open to your next idea.
Your AI agent starts with the details of your business already in mind. The three workflows are starting points. Ask it for help with another task in the same conversation.
An AI agent prepared for your business
The starting instructions, intake questions and working rules already match enterprise account management teams. Add your service list and one example of your tone when you are ready.
Give your agent the whole job
Give your agent an outcome, the access it needs and your budget. It handles routine decisions and follows through in your connected tools, asking when a missing business decision needs you. Set or change your own boundaries whenever you want.
Ask beyond the starting workflows
Your agent can take on a new assignment, build a new workflow, improve its saved methods and adapt its dashboard as your needs evolve. The starting examples do not limit its capabilities. Give your agent another task in plain language. What it can carry out depends on the tools you connect and the access you choose.
Recommended starting plan
Your AI agent for enterprise account management teams.
Begin with one specialist and a report preset for your business. After setup, your regular Agent Teams conversation opens. No tool selection before your first conversation.
$249.00/month
Capacity for 1 running agent · hosting throughout the month
Start my AI agent →A clear starting total
Your Agent plan is $199/month with hosting included. This recommended offer adds $50 in monthly Platform Credit funding, for $249/month.
$249.00 before tax today and monthly, including $50.00 in monthly Platform Credit funding.
Credits offer an easy start and unused credits roll over. You can switch to your own subscriptions or API keys anytime, with no Platform Credits needed for that AI work. Hosting is included within your agent’s resource allocation. Optional voice and other services use credits.
Hosting availability is checked before payment. Create your account, confirm your monthly subscription, then start chatting when your specialist is ready. Your instructions and dashboard are prepared automatically after payment.
Other plans and connection options →
Prefer your own AI accounts? Choose a plan without the extra $50 monthly credit funding using the options above. Changing AI access alone does not remove that funding. Automatic top-ups start off; buy credits or set top-ups and spending limits when needed. Keep the full Teams controls for models, connections and supported settings.
Before you begin
An AI agent for enterprise account management teams.
How does the agent keep customer account work accurate?
Track stakeholder changes, contracted scope, customer priorities and actual conversations. Follow commitments and identify expansion opportunities from evidence rather than presenting every usage change as buying intent. It keeps source references with the working files, checks the result and follows up on discrepancies. Ask it to adjust the method or report whenever your needs change.
Is this only for the three tasks shown?
No. This is an AI agent specialised for enterprise account management teams, with three prepared workflows to get you started. You can ask for writing, research, planning, analysis or another task in the same chat. It can make routine decisions and carry the work through using available tools. You set its boundaries; it asks when a real business decision or missing access needs you.
What happens after I subscribe?
After payment, we prepare your AI agent for enterprise account management teams, its workflows and your customer account and commercial commitment register dashboard. Your regular Agent Teams chat opens when setup is ready. Files, Tasks, settings and billing work the same as for other customers. Reports start empty and count actual reported work; the examples above are illustrative.
Do I need to connect email or messaging?
No. Prepare your first brief and draft here. Connect external channels later when you want the specialist to work there.
Does this replace my existing business software?
Use it alongside your current tools for preparing work and organising jobs. Live stock, availability, sending and payment records require a verified connection or your own confirmation.
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