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Companies

A complete overview of your entire customer portfolio in a single pane.

Companies view in Cust

Sort, filter, drill in

Sort by any column, filter the list, and click any customer to open their full record with health, signals, conversations, and history.

Hover on the health status to see reasoning: which signals contributed, what the AI saw in the latest interactions, and why they landed in their current status on the most recent run. See AI Health Scoring for how that reasoning is produced.

Health score reasoning trace shown on a customer record