AI Agents for Enterprise Account Management

AI Agents for Enterprise Account Management

AI Agents that learn your playbooks and execute on behalf of your team

AI Agents that learn your playbooks and execute on behalf of your team

Better Service

Better Service

Lower Cost

Lower Cost

Operate at Scale

Operate at Scale

Trusted by big brands around the world

  • Integrates with your workspace, CRM, and product data

Activity Nodes
✉️
Workspace
Emails · Meetings · Calendar
👤
CRM
Contacts · Deals · Activity
🎙️
Digital Meetings
Recordings · Transcripts
📊
Product Usage
Sessions · Features · Signals
7thGear
Output
🕐
Customer Timeline
Jan 12, 10:30 AM
🎥
Meeting recorded
Product demo call with ACME team
Every interaction captured. Every signal connected.
  • Auto-sync summaries, action items, and insights directly to your CRM.

meet.google.com/pvv-dkhv-dnq
S
Shruti Saha
V
Vidhi Sinha
T
Tisha Sen Biswas
7thGear Scribe
REC
8:04 PM | Challenge CAT 3: STRAP Huddle
🎙️
📹
💬
🔻 Leave
  • Auto-create action items, track, and surface commitments across teams.

Recommended tasks
External [3]Internal [9]
▾ Ad performance management[2]
Title
Owner
Due
Action
Complete build-out of k...
KR
Jun 12
Record and lock May-to...
BM
Jun 14
▸ Catalog & content operations [3]
▸ Pricing & promotions [1]
▸ Other [3]
Task detail🗑️
Title

Complete build-out and launch of all pending manual keyword-harvested Walmart campaigns

▷ Execution Requirements

Harvest search-term data from auto campaigns. Create manual campaigns per category. Apply conservative CPC bids for non-WFS SKUs. Activate and validate impressions.

🛈 Problem or Trigger

Manual campaigns not launched — risking delayed optimization of the $1.5K launch budget.

✓ Expected Output

Live manual keyword campaigns for all active SKUs with spend tracking and CPC caps applied.

Ad performance management
🔗 QBR — Acme Corp · Jun 3source
  • Walk into every conversation knowing what happened, what matters, and what's next.

📅

QBR — Acme Corp

Tomorrow · 10:00 am · 4 attendees

Insights summary: Partnership momentum remains highly positive but recent system disruptions are causing operational blindspots. Recording engine dropouts, incomplete onboarding tracks, and unassigned API tokens require active intervention before initiating late-stage Q4 renewal negotiations.

⚠️Critical topics
Must cover
Bot disconnects & auto-join faults3 meetings lost this week; renewal at threat
Proxy calendar connection timeoutsBlocking automated client scheduling hooks
📈Strategic topics
Move forward
Adoption optimization & trainingOnboard 14 pending mid-market account executives
H1 product roadmap check-inConfirm timeline for custom dashboard expansion
Value reinforcement
Saved an estimated 45 mins of prep per manager/week
Intercepted 2 major churn vectors via real-time risk tracking
Successfully deployed 48 active core enhancement patches
⏱️Meeting flow
45 min
05mIntroductions & high-level usage reviews
15mDeep-dive: Root causes of recording engine faults
10mOnboarding tracking blockers & calendar access
15mStrategic H2 alignment & scaling requirements
  • Tailored to your workflows, and success metrics - so every insight actually matters.

📖
Your Playbook
Processes drive signal extraction
🏷️
Your Domain Terminology
AI tailored to your custom workflows
🎯
Your Success Metrics
So every insight actually matters
Personalizing
AI Engine
meet.google.com/pvv-dkhv-dnq
S
Shruti Saha
V
Vidhi Sinha
T
Tisha Sen Biswas
Meeting is being recorded...
7thGear Scribe
REC
Challenge CAT 3: STRAP Huddle
Leave
  • Break down every conversation by topic - with speaker attribution, context, and multimodal intelligence.

meet.google.com/pvv-dkhv-dnq
S
Shruti Saha
V
Vidhi Sinha
T
Tisha Sen
7thGear Scribe
REC
STRAP Huddle
Leave
Key TopicsAuto-generated in 21s....
1
Production Ready Technical InfrastructurePositive [1]Client Controllable [1]
2 topics
a.  Server performance & scaling decisions+ Positive
  • CPU/memory spikes observed during peak usage hours
  • Instance upgrade recommended from t3.medium to t3.large
b.  Security vulnerabilities and patchesClient Controllable
2
ML & AI Development for the Coming WeekPositive [2]
4 topics
MEDDIC ScorecardAuto-generated in 21s...
MMetrics
92%
EEconomic BuyerNeeds coaching
78%
DDecision Criteria
88%
DDecision Process
85%
IIdentify Pain
95%
CChampionNeeds coaching
68%
  • Auto-monitor and flag compliance with your customer-facing processes and workflows.

Call ScoringAuto-generated in....
Opening
Execution
Closing
Performance
Client Sentiment
Operational
Catalog
Rating for call playbook stage:  Positive
1. Review of last meeting's action items server metrics comparison?Yes💬

The team opened critical security and module fixes, migrated servers to 4-core instances to stabilize CPU/memory, and planned concurrency tests. A 92% CLIP slide-detection model was adopted while Epics 2/3 evolve, and ViT-based transfer learning shows promise. Debate over LLM vs. CNN approaches underscored the need for objective accuracy metrics. Finally, a relabeling and filtration pipeline will clean ground-truth data, prioritizing medium-difficulty cases.

2. Alignment on regional latency benchmark distribution parameters?No💬

Regional stakeholder metrics were skipped due to incomplete telemetry data maps from EU West data availability zones.

🚀 Areas of opportunity:
  • 1.Review of last meeting's action items (server metrics comparison, security vulnerabilities, dtech module fixes)
  • 2.Server performance & scaling decisions (CPU/memory spikes, instance upgrade criteria checklists)
  • 3.Slide-vs-Non-Slide detection results and roadmap (Clip model 92% accuracy, dtech module fixes)
  • 4.Review of last meeting's action items (server metrics comparison, security vulnerabilities, dtech module fixes)
  • 5.Model experimentation debate (CNN/transfer-learning vs small-LLM vs heuristic image features; need measurable)
  • Get up to speed on any account in 7 seconds

Finger Tip Metrics at Accounts Level
AC
Acme CorpCritical
Balancing spend between healthy vs. aged inventory while protecting TACOS
Trend Improving
Follow-up Yes
2 issues • 5+ mentions
Since Mar 26
📈
Executive Summary
The Acme Corp-7thGear partnership shows strong strategic alignment on culture KPIs, sales enablement, and interview analytics, but recent no-show interactions and unresolved adoption/instrumentation gaps put the relationship at risk.
🎯 Interest Evaluation
Current Interest: Broader appetite for 7thGear as a client-intelligence layer.
Portfolio DashboardsHealth ScoringBusiness Reviews
⚠️ Concerning Topics
Low adoption across meeting types (Unresolved 60+ Days)
Summary: Roughly ~6% of meetings with auto-generated MMAs receive human confirmation.
UB
UberWatching
Post-promotion CPC & rank management — no response since last QBR
Trend Stable
Follow-up Partial
1 issue • 3 mentions
Since Apr 10
MR
MarsEscalated
Pricing misalignment on renewal — champion unresponsive for 14 days
Trend Worsening
Follow-up No
3 issues • 8 mentions
Since Feb 14
VZ
VerizonResolved
Integration setup delays — closed after escalation call
Closed Jun 7
Mars needs immediate attention — 3 unresolved issues, no follow-up, trend worsening. Suggest EBR this week.
  • Ask your digital assistant anything about your client/portfolio

meet.google.com/pvv-dkhv-dnq
J
John Smith
V
Vidhi Sinha
T
Tisha Sen Biswas
7thGear Scribe
REC
8:04 PM | Challenge CAT 3: STRAP Huddle
🎙️
📹
💬
🔻 Leave
The 7thGear Approach
One layer. Every conversation. Complete picture.
📞
Calls
✉️
Emails
🗓
Meetings
🗃
CRM
📝
Notes
Customer Intelligence
Structured + Unstructured
AI-unified · Always-on
LIVE
Churn signals
90+ days early
Rep productivity
20+ hrs saved / week
Account briefs
in 7 seconds
5%
of conversations analyzed today
100%
analyzed with 7thGear
Single source of truth
Structured + unstructured, unified
No signal left behind

HOW IT WORKS

Value in 30 days. Not 6 months.

Step 1

Connect

DAY 1

Calls, email, CRM, meetings - connected in hours. No new workflows. No retraining your team. It just works.

Step 1

Connect

DAY 1

Calls, email, CRM, meetings - connected in hours. No new workflows. No retraining your team. It just works.

Step 1

Connect

DAY 1

Calls, email, CRM, meetings - connected in hours. No new workflows. No retraining your team. It just works.

Step 2

Analyze

DAY 1-7

Trained on your domain. Tuned to your playbook. Built around your process.

Step 2

Analyze

DAY 1-7

Trained on your domain. Tuned to your playbook. Built around your process.

Step 2

Analyze

DAY 1-7

Trained on your domain. Tuned to your playbook. Built around your process.

Step 3

Execute

DAY 8+

Every signal becomes an action - with an owner and a deadline. Your team knows exactly what to do, and you know if it got done.

Step 3

Execute

DAY 8+

Every signal becomes an action - with an owner and a deadline. Your team knows exactly what to do, and you know if it got done.

Step 3

Execute

DAY 8+

Every signal becomes an action - with an owner and a deadline. Your team knows exactly what to do, and you know if it got done.

WORKS WITH YOUR EXISTING STACK

THE DIFFERENTIATOR

7thGear’s Value Proposition

7thGear’s Value Proposition

7thGear’s Value Proposition

line-image

ROI -> Revnue Growth & Retention

LEADERSHIP

cat-image

>80%

accuracy in churn flags

Know which accounts will churn before they do

90+

days early churn identification

Enough runway to actually do something about it

21s

to generate an exec-ready account brief

Walk into every QBR fully prepared

line-image

ROI -> Revnue Growth & Retention

LEADERSHIP

cat-image

>80%

accuracy in churn flags

Know which accounts will churn before they do

90+

days early churn identification

Enough runway to actually do something about it

21s

to generate an exec-ready account brief

Walk into every QBR fully prepared

line-image

ROI -> Team Performance & Coaching

MID MANAGER

image

100%

of calls analyzed vs. <10% today

Real coaching data, not random sampling

6

fewer status meetings per week

Systems pull the updates. You drive outcomes

0

missed playbook violations

Every skip flagged. Every gap closed

line-image

ROI -> Team Performance & Coaching

MID MANAGER

image

100%

of calls analyzed vs. <10% today

Real coaching data, not random sampling

6

fewer status meetings per week

Systems pull the updates. You drive outcomes

0

missed playbook violations

Every skip flagged. Every gap closed

line-image

ROI -> Productivity & Capacity

FRONTLINE

fluent-mdl2

20+

hours saved per rep per week on admin

Back to customers, not paperwork

40%

more accounts manageable per rep

Scale the team without scalling headcount

5hrs

of meeting per eleminated per week

Brief auto-generated. Walk in prepared

line-image

ROI -> Productivity & Capacity

FRONTLINE

fluent-mdl2

20+

hours saved per rep per week on admin

Back to customers, not paperwork

40%

more accounts manageable per rep

Scale the team without scalling headcount

5hrs

of meeting per eleminated per week

Brief auto-generated. Walk in prepared

CUSTOMER QUOTES

What Our Clients Are Saying

"7thGear consistently surfaces signals across accounts. It helped us move from reactive account management to proactive, data-backed decisions."

"7thGear consistently surfaces signals across accounts. It helped us move from reactive account management to proactive, data-backed decisions."

"7thGear gave us pricing visibility across clients that we simply didn't have before. The specificity stood out."

"7thGear gave us pricing visibility across clients that we simply didn't have before. The specificity stood out."

"We saw a 30% increase in clients flagged as churn risk, and the insights at a client level were specific and highly actionable."

"We saw a 30% increase in clients flagged as churn risk, and the insights at a client level were specific and highly actionable."

"We saw a 30% increase in clients flagged as churn risk, and the insights at a client level were specific and highly actionable."

"We now have always-on insights into resource utilization, and the ability to easily customize quality metrics we want to track."

"We now have always-on insights into resource utilization, and the ability to easily customize quality metrics we want to track."

"We now have always-on insights into resource utilization, and the ability to easily customize quality metrics we want to track."

Built by CROs - Engineered for Clarity
Built by CROs - Engineered for Clarity
Team image 1

Founder, CEO

Srinivas Guddanti
Team image 1

Founder, CEO

Srinivas Guddanti

Team image 1

Founder, CEO

Srinivas Guddanti
Team image 1

Head of Product & Engineering

Raunak Surana
Team image 1

Head of Product & Engineering

Raunak Surana

Team image 1

Head of Product & Engineering

Raunak Surana
Team image 1

Chief of AI

Shashank Srikant
Team image 1

Chief of AI

Shashank Srikant

Team image 1

Chief of AI

Shashank Srikant

We're working with early enterprise partners to deploy digital agents in production. If your team manages complex client relationships at scale, we'd like to talk

We're working with early enterprise partners to deploy digital agents in production. If your team manages complex client relationships at scale, we'd like to talk

Become an Early Partner

Become an Early Partner