Transform your customer data into actionable insights
Create AI-powered tables that automatically analyze, prioritize, and help you take action on your customer data. Define custom fields, automate workflows, and embed tables anywhere.
Unify Data from Multiple Sources
Create a complete view of your customers using AI agents. Define your custom tools and functions, and specify exactly how you want your data formatted.
Custom AI Fields
Define fields that automatically analyze and categorize your data
Workflow Integration
Seamlessly integrate with customer success and finance workflows
Data Enrichment
AI agents continuously enrich and update your data
Filter and Prioritize Accounts
Stay on top of your most important accounts with AI-powered prioritization and filtering.
Smart Prioritization
Automatically identify and prioritize accounts that need attention
Custom Filters
Create filters based on AI-generated insights and metrics
Real-time Updates
Get instant notifications when important changes occur
Automate Tasks and Workflows
Let AI handle routine tasks and create automated workflows based on your custom fields.
Smart Automation
Automatically create and assign tasks based on AI insights
Workflow Integration
Seamlessly integrate with your existing tools and processes
Custom Actions
Define custom actions that trigger based on AI insights
Embed Tables Anywhere
Create once and enable multiple people to access your AI-powered tables. Embed them in internal tools or even your CRM.
Easy Integration
Simple embed codes for any platform or tool
Multi-User Access
Control access and permissions for different users
Real-time Updates
Changes sync automatically across all embedded instances
Ready to transform your customer data?
Get started with AI-powered tables today and see the difference in your customer success operations.