Customer Oracle is your always-on analyst. It ingests conversations, tasks, documents, and activity streams so you can query the state of any customer in seconds--no dashboards or spreadsheets required.
Instant context
Open Oracle from any customer record, ask a question in plain language, and receive a concise answer with clickable sources.
Knowledge Engine
- Automatic ingestion of portal updates, AI agent transcripts, documents, and lifecycle milestones.
- Semantic understanding that interprets intent, relationships, and context--not just keywords.
- Real-time indexing so new activity is available for questioning moments after it happens.
Questions Oracle Excels At
| Category | Example Questions | Typical Outcomes |
|---|---|---|
| Progress & Status | "Where is Acme in onboarding?" | Summary of current phase, completion %, blockers |
| Engagement | "Who from Globex logged in last week?" | Activity list with timestamps and channel |
| Risk | "Is Initech at risk of churning?" | Sentiment snapshot with overdue tasks and usage drops |
| Opportunities | "Which clients are ready for expansion?" | Ranked list with adoption metrics and intent signals |
| History | "What did we promise during the last QBR?" | Meeting recap with linked notes and tasks |
Working with Oracle
Launch the Oracle Panel
Click Ask Oracle from any customer profile or portal to open the conversational interface.
Ask in Natural Language
Type questions like "What tasks are overdue?" or "Who owns the next milestone?" using plain English.
Review Sourced Responses
Oracle provides concise answers with footnotes linking to tasks, documents, or transcripts for verification.
Drill Down or Clarify
Follow up with additional questions. Oracle maintains context, allowing multi-turn conversations.
Share Insights
Export responses, copy summaries into Slack or email, or attach them to executive updates.
Advanced Analysis
Sentiment on demand
Ask explicitly for sentiment or risk analysis to have Oracle evaluate tone, responsiveness, and completion trends.
- Risk detection: Combines missed deadlines, negative sentiment, and engagement drops to recommend interventions.
- Opportunity spotting: Highlights adoption milestones, upsell signals, and champions worth activating.
- Team enablement: Generates quick briefs for handoffs so new owners know the full customer story instantly.
Operational Benefits
- No context switching: Stop hunting through emails, Slack, and CRMs to answer urgent questions.
- Proactive management: Act before issues escalate with AI-generated alerts and suggestions.
- Faster decisions: Replace hours of manual analysis with seconds-long queries.
- Confident handoffs: Ensure continuity when accounts shift between teams or roles.
- Scalable knowledge: Support hundreds of customers without losing institutional memory.
Pair Oracle with Reporting & Analytics for both on-demand answers and longitudinal trends.