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Category: Account Management · View source ↗
Connectors: none — works with Thread out of the box Role: CSM / Account Manager Outcome: Retention & Growth (CSAT/Expansion) When to use: “Which clients are getting unhappy with us?”; “show me sentiment trends across accounts this month”; or “why is <client>‘s sentiment dropping, and what should I do?” For the full four-signal portfolio view, use Client Risk Scan. Run it: across the portfolio or one named client — a manual internal watch, not a Flow.

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