Aitelligent
The system of record for post-sales teams

Every customer signal,
one source of truth.

Aitelligent unifies tickets, conversations, and call recordings into health scores and churn alerts—so support, success, and renewals work from the same playbook.

aitelligent.co / accounts
Avg. Health Score
84
+6.2%
At-Risk Accounts
12
-3
Renewal Forecast
£1.9M
+18%

Account Signal Stream

Live
  • Northwind Co.
    Call mentioned 'cancellation' twice
  • Acme Inc.
    3 high-priority tickets in 48h
  • Globex
    CSM noted expansion interest
Churn Risk
Acme Inc.
Score dropped 22 pts this week

Trusted by post-sales teams at

Tier 2 Consultancies
UK based VCs and PE firms
Series A and B Start-ups
SMEs
Aitelligent

A platform built for the moment after the sale.

Stop stitching together CRMs, helpdesks, and spreadsheets. Aitelligent is the connective tissue.

Customer Health Scores

Quantify every account with a transparent score blended from product, support, and conversation signals.

Churn Risk Alerts

Catch cancellation language in calls, ticket spikes, and silence patterns before renewals are at risk.

Call Intelligence

Automatically transcribe and analyze success and support calls for sentiment, themes, and action items.

Unified Conversations

Tickets, chats, emails, and calls in one timeline—shared by support, success, and renewals.

Retention Insights

Cohort dashboards, expansion forecasts, and root-cause analysis you can hand to your CFO.

Enterprise Ready

SOC 2 Type II, SSO, granular permissions, and regional data residency out of the box.

Aitelligent
Context

Understand every customer, at a glance.

Stop hunting through five tabs to brief a call. Aitelligent gives every teammate the full story in seconds.

One unified account view

Calls, tickets, emails, and notes—stitched into a single timeline for every customer.

Native integrations

Plug into your call recorders, calendars, and ticketing tools in minutes—no engineering required.

AI account summaries

Auto-generated briefs surface what matters before every renewal, QBR, or escalation call.

Dig deeper with Ask AI

Ask any question about an account in plain English and get answers grounded in real conversations.

Ask AI · Globex

Live
What blockers came up in our last 3 calls with Globex?
Three themes recurred: SSO rollout delays, concerns about v3 reporting gaps, and a pricing review scheduled for Q2.
Who's the executive sponsor and when did we last engage them?
Maya Chen, VP Ops. Last touched 23 days ago via QBR call. Recommend a re-engagement note this week.
Ask anything about this account…
Aitelligent
Prioritize accounts

Turn scattered conversations into actionable insight.

Focus your team on the customers who can be upsold, are at risk, or need immediate attention—every day.

Today's account priorities

Auto-generated
Upsell ready
Strong adoption + recent positive sentiment
24 accounts
At risk
Cancellation language + dropping usage
12 accounts
Needs attention
Open P1 tickets or stalled onboarding
38 accounts
AI insight: 7 accounts moved from "healthy" to "at risk" this week—mostly tied to onboarding stalls in the v3 release.

Monitor health & churn signals

Track health scores, churn risk, expansion intent, and engagement trends across every account in real time.

Structure unstructured data

AI turns calls, tickets, and emails into clean structured fields—pricing concerns, blockers, champions, and more.

Build focused account lists

Filter and segment by any signal to build dynamic lists of who needs attention, who to upsell, and who to save.

No-code list builder Real-time scoring Works with your CRM
Aitelligent
Automate

Playbooks that run themselves.

Codify your best post-sales motions and let Aitelligent run them every time the signal fires.

Save-Play Workflow

Active
  1. Trigger
    Call wraps up with negative sentiment
  2. AI
    Summarize objections + extract action items
  3. Assign
    Notify CSM owner with a save-play task
  4. Schedule
    Book exec sponsor follow-up within 5 days
+ Add step

Signal-based workflows

Build playbooks that fire when health drops, sentiment shifts, or a ticket reopens.

Lifecycle triggers

Trigger steps when deals advance, tickets close, calls wrap up, or NPS responses come in.

Auto-assign & remind

Route tasks, reminders, and milestones to the right owner—no more dropped follow-ups.

Projects beside accounts

Launch and track project tasks alongside the account they belong to, all in one place.

Aitelligent
Omnichannel

Meet customers wherever they are.

True omnichannel support with native integrations across every channel your customers use—unified into one inbox and one customer record.

Slack
Native
Microsoft Teams
Native
Discord
Native
Telegram
Native
WhatsApp
Native
Email
Native
In-app chat
Native
Ticket forms
Native
One unified inbox Threaded across channels Auto-linked to the right account GDPR-compliant routing in the UK & EU
One shared system of record

Connect your entire post-sales team.

Support agents, customer success managers, renewal reps, and leadership all working from the same live signal—no more handoff gaps, no more surprise churn.

  • Personalize support with success conversation context
  • Drive retention with churn-risk playbooks
  • Loop product and finance into the customer truth

Acme Inc. — Account 360°

At Risk · 42
MRR£38,400
OwnerPriya · CSM
Last call sentimentNegative ↓
Open tickets7 (2 P1)
AI Summary
Pricing concerns surfaced in last 2 calls. Adoption of v3 features stalled. Recommend executive sponsor outreach within 5 days.
Aitelligent

From signal to action in three steps.

01

Connect your stack

Plug into Zendesk, Intercom, Gong, Salesforce, HubSpot, and your product analytics in minutes.

02

Unify every signal

We normalize tickets, calls, chats, and product events into a single account timeline.

03

Act on health & risk

Trigger playbooks, alert owners, and personalize support with full customer context.

Customer IntelligencePro & Enterprise

Intelligence that turns into action

Aitelligent combines customer data with AI-generated summaries, executive-ready insights, and call recaps—so your team moves quickly from "What's going on?" to "Here's what we should do next."

Agents can draft follow-ups in one click or trigger the right Play based on the signals you choose.

  • AI account summaries refreshed after every touchpoint
  • Executive-ready insights for QBRs & weekly reviews
  • Call recaps with action items, risks & next steps
  • One-click drafted follow-ups in your tone of voice
  • Trigger the right Play from the signals you pick
Octopus Energy · Account Brief
Updated 4 minutes ago
Watchlist
Executive summary

Usage of v3 reporting dropped 18% over the last 14 days. Two open tickets reference onboarding gaps for new admins. Champion confirmed renewal intent but flagged pricing review for Q3.

Health
62
Churn risk
Medium
ARR
£148k
Recommended next step
Play ready

Schedule a 30-min admin enablement session and send a tailored v3 reporting walkthrough to the champion.

Aitelligent
Secure UploadsPro & Enterprise

Bring every customer interaction—safely

Upload customer and client interactions in any format. Aitelligent unifies them with your live channels, then applies enterprise-grade security so your data stays yours.

Upload files or connect a source
End-to-end encrypted

Drag & drop any customer file

Up to 2 GB per file · Tickets, chats, emails, sheets, docs, notes, recordings

Supported sources
Multichannel tickets
Slack threads
Email exports
Excel & CSV
Documents (PDF, DOCX)
Notes, Notion, Trello
WhatsApp transcripts
Call recordings
Telegram & Discord
CRM systems
Security & compliance
Built for regulated UK & EU teams
  • AES-256 encryption at rest
    Every file is encrypted before it ever touches storage.
  • TLS 1.3 in transit
    Uploads travel over modern, mutually-authenticated TLS.
  • PII detection & redaction
    Names, emails and card numbers are auto-redacted on ingest.
  • UK & EU data residency
    Data stays in-region with GDPR-aligned processing.
  • Role-based access control
    Granular permissions per workspace, team and customer account.
  • Full audit logs
    Every view, share and export is recorded and exportable.
GDPR UK Data Protection Act SOC 2 Type II ISO 27001 SSO / SAML
Aitelligent
Pricing

Simple pricing, built for post-sales teams

Every plan includes the full Aitelligent platform. Choose the seat count that fits your team.

Most popular

Pro

For small teams

Everything you need to unify customer signals and act on them.

14-day free trial — no charge until day 15
£10per customer account / seat*
*Free for the first 14 days, then billed monthly. Cancel any time before the trial ends and you won't be charged. Additional platform fees apply at higher account volumes.
Start free 14-day trial
  • Unified account view across calls, tickets & email
  • AI-generated account summaries & Ask AI
  • Health scores & churn risk signals
  • Automated playbooks & workflows
  • Omnichannel inbox (Slack, Teams, WhatsApp & more)
  • Native call recorder, calendar & ticket integrations
  • GDPR-compliant routing in the UK & EU
  • Priority email & in-app support

Enterprise

For scaling teams

Scale Aitelligent across your entire post-sales organisation.

£99/ month
Unlimited customer accounts
Start with Enterprise
  • Unified account view across calls, tickets & email
  • AI-generated account summaries & Ask AI
  • Health scores & churn risk signals
  • Automated playbooks & workflows
  • Omnichannel inbox (Slack, Teams, WhatsApp & more)
  • Native call recorder, calendar & ticket integrations
  • GDPR-compliant routing in the UK & EU
  • Priority email & in-app support
  • Dedicated CSM & onboarding
  • SSO, audit logs & advanced security

Prices in GBP, exclusive of VAT. Cancel anytime.