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The Accounts area is a portfolio and customer-context surface. It can bring together helpdesk, projects, sales, touchpoints, and custom insight cards for an account.

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Review an account

Start with the account identity and mapped systems. Then look across:
  • Helpdesk: volume, active issues, service patterns, or other configured summaries.
  • Projects: current and recent delivery work.
  • Sales: opportunities and activities available from the connected provider.
  • Touchpoints: recent customer-facing interactions when configured.
  • Custom Insights: outputs from selected Custom Agents.
Use account-scoped Chat when the question crosses those areas. Ask Forge to separate provider-backed facts from generated observations.

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Refresh a custom insight

Custom Insight cards are produced by selected Custom Agents. When a refresh action is available:
  1. confirm the target account;
  2. understand which agent will run;
  3. review that agent’s tools, inputs, and output definition if the result is material;
  4. start the refresh;
  5. inspect the resulting run and source evidence.

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Turn insight into work

An insight should name an observable next step. Depending on the situation, that may become:
  • a project-scoping conversation;
  • a helpdesk improvement;
  • an opportunity or activity update;
  • an AI BDR proposal;
  • a customer touchpoint;
  • a change to an account-specific runbook or context.
Account cards and insight types depend on your organization’s deployment. A missing card may not be configured, and a stale card may require a new agent run.
For durable customer-specific guidance, see Account context and memory.