Notifications

Customer Success posts to its Slack channel and, for relationship-level alerts, sends a direct message to the owning IR rep or wholesaler. Every notification is internal. None are visible to advisors, wholesaling accounts, or LPs.

Churn Risk Alert

When: A covered relationship's last recorded signal crosses the 14-day threshold.

What it contains:

• Contact name and the relationship owner
• Exact days since last contact
• Signal count for the past 28 days, if any
• A Draft this button to initiate a check-in via the Account Assistant

Action required: Review the card and decide whether to reach out. Press Draft this to ask the Account Assistant to prepare a check-in message in your voice, or dismiss the card if you know the relationship is fine and no action is needed.

Quiet Contact Alert

When: A covered relationship's last recorded signal crosses the 10-day threshold but has not yet hit churn-risk territory.

What it contains:

• Contact name and the relationship owner
• Days since last contact
• Recent signal count for context
• A Draft this button for an early-intervention touch

Action required: Decide whether an early check-in makes sense. This is a heads-up, not an emergency. Use it to get ahead of a potential drift before it widens.

Expansion Signal Alert

When: A covered contact's recent messages contain language suggesting a larger allocation, a new mandate, growth at their firm, or an adjacent need your firm could serve.

What it contains:

• Contact name
• The specific phrase or passage that triggered the signal, quoted from the source message
• A short rationale for why it was flagged
• A Draft this button to start the follow-up via the Sales Assistant or the Account Assistant

Action required: Read the quoted passage and decide whether it warrants follow-up. The signal is a flag, not a recommendation. You judge whether the timing and context make sense for a real conversation.

Negative Sentiment Alert

When: A covered contact's recent messages show a shift toward negative tone: frustration, disappointment, or a complaint pattern forming.

What it contains:

• Contact name and the relationship owner
• The sentiment label and a numeric score showing how strong the signal is
• The message that triggered the flag (or a recent cluster of messages if several contributed)
• A Draft this button to start a response via the Account Assistant

Action required: Read the flagged message and assess whether a direct response is warranted. A negative sentiment flag is an early warning; it does not mean the relationship is broken, only that something has shifted and you should know about it.

On-Demand Reports (No Automatic Push)

When you ask for a churn risk report, a quiet contact list, or a book of business overview, Customer Success posts the result in the channel where you asked. These are not scheduled pushes; they appear only when you request them.