CONVERSATION INTELLIGENCE ACROSS THE ENTIRE CUSTOMER RELATIONSHIP

Your customers
told you everything.
Nobody connected it.

One record per customer. Every channel. Every team.

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See how the pilot works

Each tool sees part of the journey.
Compass sees it all.

Coverage comparison: sales intelligence, contact center QA, CS platforms and surveys each cover part of the journey, Compass covers all of it.

Stages, in order: Sales, Onboarding, Support, Account Mgmt, Renewal

Sales

Onboarding

Support

Account Mgmt

Renewal

Sales intelligencerecorded meetings

Contact center QAvoice calls

CS platformsusage data, not conversations

Surveyspoint-in-time responses

CompassEvery interaction. Every channel.

Connects to your CCaaS, CRM, email, video conferencing, and VoIP.

See the full integrations list

Four ways Compass applies what it learns.

Four ways Compass applies what it learns: quality, coaching, compliance and findings drawn from one customer call transcript.

Quality Scored 71. Refund issued, cause unknown.
Improvement identified. Coaching Agent deflected known-issue question.
Training plan created.

CALL • OCT 8 • 6 MIN

Customer

I was charged twice for the same invoice last month.

Agent

I see it here. Let me process a refund for you.

Customer

This happened to a colleague too. Is this a known issue?

Agent

I'm not sure. Let me check and follow up.

Call ends. No root cause identified.

Compliance Details confirmed before ID verification.
Compliance risk flagged. Findings Sixth duplicate billing report this week.
Pattern uncovered and actioned.

With Compass, the context is complete. The answers are too.

The Customer Thread.
One continuous record.

When every interaction lives on one thread, patterns that matter reveal themselves.

Jan

Call

Pricing question

Mar

Contract terms

Jun

Ticket

Billing error

Sep

Chat

Considering options

Nov

Meeting

Renewal

Same
customer

The full arc

The pricing question in January explains the renewal hesitation in September.

One standard

Humans and AI agents scored on the same rubric. No contradictions.

One version

All teams read the same record. The customer never repeats their story.

Explore the Customer Thread

One call is a data point.
Thirty is a business decision.

Compass turns individual calls into portfolio-level findings, each with the cause, the impact, and who should act.

A Compass finding on duplicate billing errors across 30 accounts, showing the root cause with evidence, the owner, and the follow-through.

Insights

What’s driving repeat contacts across enterprise accounts?

Duplicate billing errors driving repeat contacts across 30 accounts

Revenue Risk High Severity

Prevalence 30 accounts 14 agents Jul 1–Sep 30, 2026

Repeat contacts

JulAugSep

Signal CategorySales & Retention

OwnerVP Revenue Ops StatusNew

Recommended Action

Retrain onboarding team on billing configuration. Prioritize the 14 agents with the highest repeat-contact rate.

Impact

$940kRenewal at risk

Evidence View 30 accounts

Pinnacle Corp · Call “I was charged twice for the same invoice.”

Redwood LLC · Email “Second month with a duplicate charge.”

Atlas Group · Chat “Our AP team flagged the same billing issue again.”

The root cause With clear evidence

The owner A name, not a dashboard

The follow-through Open until the pattern shifts

Explore Findings Intelligence

130-LOCATION AUTOMOTIVE SERVICES CHAIN · 40,000+ CALLS ANALYZED

I believe Chordia will have the single
greatest impact on our stores this year.

Sales Technology Manager

#1 store in
the district

Up from 6th in just 30 days

20% increase in
monthly sales

same staff, same inventory

130 locations
now live

rolled out after one pilot

Read the full story

Your customerstold you everything.Nobody connected it.

Each tool sees part of the journey.Compass sees it all.

Four ways Compass applies what it learns.

The Customer Thread. One continuous record.