Product tour

Six surfaces. One operating mode.

Beacon is built around the assumption that the AI sees every signal. Each surface below is shaped by that — not a 2014 CSM tool with a chat widget bolted on.

01 · Customer 360

Every signal, every touchpoint — on one record.

Product usage, engagement events, support load, sentiment from email + tickets, NPS, renewal proximity. All composed into one Customer 360 view. Sonnet reads it in seconds when you ask.

  • Composed health signalUsage + engagement + sentiment + load + renewal
  • Activity timelineEvery email, call, meeting auto-attached
  • Dream signalDreamCompass integration: individual program engagement
02 · Health Score Engine

Opus reads every signal. Every score is explained.

Composable rules + nightly Opus reasoning. Each score includes the signals that moved it last night, with weight and direction. Health bands: healthy, watch, at-risk, churning. Refreshed every 24 hours.

  • Rule composerDefine weighted rules per ICP segment
  • Opus explanationEvery score has a Sonnet/Opus rationale tied to data
  • Bands + thresholdsTunable per portfolio; survives ICP changes
03 · CTAs — daily ranked queue

What to do this morning, ordered by impact.

Every morning the queue shows your top calls/emails by impact-weighted score. Each CTA carries the play to run, the data behind the score, and a Sonnet-drafted reply when applicable.

  • Ranked dailyReset each morning by Opus run
  • Play-attachedEach CTA picks a playbook variant by ICP + signal
  • Drafted replyItalic-serif draft you can send via M365 in one click
04 · Playbooks — goal-driven

Define the outcome. The AI picks the play.

Not Day 0/3/7 cadences. Write the goal ("recover at-risk account," "expand renewal"). Sonnet picks channel + timing + content per signal: opens, replies, calendar, support load, recent product events.

  • Goal-firstOutcomes in. Play plan out.
  • Multi-channelEmail, call task, meeting hold, manager escalation
  • Reasoned suggestionsEach step carries its rationale + signal source
05 · Renewal pipeline

Kanban by stage. Forecast weighted by health.

Move accounts through Discovery → Proposal → Decision → Closed. Forecast doesn't just count stage value — it weights every deal by current health score. Commit/Best/Pipeline bands reflect reality.

  • Drag-to-advance kanbanOr table view with density toggle
  • Health-weighted forecastStage value × health score
  • Per-CSM splitsBy owner, ICP, plan, renewal month
06 · AI Co-pilot · ⌘J

Streaming Sonnet with full account context.

"Who should I call first this morning?" "What happened with Acme in the last 30 days?" "Draft the renewal email." One keystroke from anywhere in the app. Sonnet sees every account, every signal, every playbook.

  • Workspace contextFull portfolio + activity + health snapshot loaded
  • StreamingTokens render as they arrive
  • Audit logEvery Co-pilot turn logged for review
Walk-through

See it running on your portfolio.

Thirty minutes. We'll load a slice of your real CSM data and walk every surface above against it.