Why do new accounts stall?

Find where onboarding breaks and which accounts it breaks for. This is the exact question the demo below answers, on a seeded workspace.

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Open a citation to inspect the cited call excerpt in this sample.

Sample workspace
Why are new accounts stalling?

Planning a tool-calling analysis

Thinking88%

The analyst agent can query 412 synced calls and account usage data directly with SQL.

  1. Question received
  2. Loading company context
  3. Company context loaded
  4. Understanding the question
  5. Planning a tool-calling analysis

Analyzed 37 onboarding calls across the 19 accounts that started in July. 412 calls synced in this workspace. 2 accounts have no calls in this range.

This is a live seeded workspace. Yours takes about 20 minutes. Connect your data free

From answer to roadmap change

  1. The finding: in the illustrative workspace, stalled accounts are concentrated among accounts without a connected source, and CSV import friction is the largest displayed blocker.

  2. The move: fix the import path first, and have onboarding get one data source connected before anything else.

  3. The check: ask the same question next month and watch the blocker chart change.

That last step is the part a one-off analysis can never do.

How it gets to your data

  1. Plug in what you already have

    Connect a supported source or import bounded files. Access follows the account, scope, and settings you authorize.

  2. Poth maps the evidence

    Imported calls, tickets, and rows get mapped to the customer they belong to.

  3. Ask your first question

    Answers come back cited, so you can check them.

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