We ship fast.

We just launched automated follow up emails! This is the first of many autonomous agents we plan to release in the near future.

Important notes: Follow up emails are generated after any external calls you have with an account that is being monitored by BackEngine.   The email template is customizable (and customization is encouraged) so that we can generate material that is in line with your style and post-call best practices.

You can now use the power of BackEngine's chat, directly in Slack. There are 2 core use cases for you to explore.

Use Case #1: Use it to chat with a specific account.

Prompt ideas to get you started: Prep me for my call with Heather this afternoon Give me all the context on their issue with {insert relevant issue}. How long has it been going on and what should I do to resolve it? This client is coming up on renewal, help me strategize for our next call to ensure they convert

Use Case #2: Ask questions about a particular signal.

Prompt ideas to get you started: Briefly summarize the product feedback they provided during this call Was this issue resolved yet? How did we respond to this? Is any further action required?

We just launched a new feature called Prepare & Respond that I think your team will love. It automatically sends you a prep brief 30 minutes before any customer meeting with all the context you need - recent interactions, open issues, sentiment changes, and suggested talking points - so you walk into every call prepared without lifting a finger. Then right after the meeting ends, it drafts a professional follow-up email summarizing what was discussed, action items, and next steps, cutting your post-call work from 20 minutes down to 2.

We’re excited to share that BackEngine is officially accessible on mobile.

With the new app, you can:

Prep for meetings

Draft responses

Chat with signals for more context

Just click this link from your mobile device to log in!

Chat is getting a major upgrade

We made chat way smarter and more capable

Chat can now build and design decks and documents for you (integration required, reach out so I can set you up)

We redesigned chat and added one-click menus packed with incredibly sophisticated prompts

Train BackEngine to sound like you

Upload your company's templates and frameworks (QBR decks, account plans, battle cards, proposals, etc.) so the AI always follows your exact format and methodology

Add company-specific knowledge so the AI understands your world (Products, competitors, positioning, methodologies, frameworks)

A new command and control center

All your accounts in one place

Customizable columns showing the metrics that matters most to your team

Advanced filtering and sorting to find relevant accounts fast (i.e. Sara’s Q4 renewals)

Our beloved smart signals, which help identify and surface anything you should know about just got better. You can now chat with these signals to go deeper and understand if they have been resolved, what the status is, and anything else you care about.

Customer Sentiment Dashboard 🔮

All the power of BackEngine is now reflected in one trackable metric. Monitor customer health at scale with the help of our automated formula of engagement frequency, qualitative feedback and more.

Questions about how this works? Check out our 1-pager.

More Intelligent Reporting  🧠

BackEngine now understands additional context about your business, including critical info like renewal dates and annual revenue by customer. Expect more accurate reporting that understands which accounts should be treated with more or less urgency.

New Trend Types Added 📊

The same Trend capabilities you know and love – now with Line charts, Bar charts and Fuel Gauges.

Explore this yourself or reach out for a demo!

Exciting news - we just launched SSO for BackEngine! Your team can now log in using your existing credentials (Google Workspace) instead of managing separate passwords. This means faster access for your team, centralized control for your IT admin, and one less password to remember.

If you are like most leaders, you have lots of questions you'd like to answer:

• Which customers show the strongest potential to become product advocates?
• What are customers collectively telling us?
• Which customer situations need my immediate attention?

Which is why we built our newest module, Analyze!

These are pre-built agents capable of mining your entire customer dataset across email, video calls, slack messages and support tickets to help answer your most pressing questions.

BackEngine connects to Salesforce using standard OAuth 2.0 authentication - you click a link, grant permissions through Salesforce's secure interface, and we're connected. The entire integration is built in-house with no third-party tools involved. Setup takes about 15-30 minutes.

What Data We Access

From Salesforce, BackEngine reads: • Account information and details • Opportunity data and pipeline stages • Contact records and relationships • Activity history related to customers

We only access data about the customer accounts you designate for monitoring. Your internal Salesforce data, employee records, and non-customer information remain completely separate.

Two-Way Sync Capability

BackEngine offers optional two-way sync with Salesforce: • Read: Pull account, opportunity, and contact data into BackEngine • Write: Push updates back to Salesforce (optional - you control this)

This means BackEngine can both learn from your CRM data and update it with insights discovered from customer conversations.

When you log in to BackEngine today, you may notice a slight change, as we have officially rolled out the new concept of Roles. Roles were designed to help you get really specific about the things that you care about and refine the signals you see across the platform.

The impact: High signal relevance: We want the signals you see to have incredibly high relevance to your specific role. You’ll also be able to toggle between different roles and see a laser-focused view of what your colleagues care about. Reducing redundancies: You should expect to see less instances of multiple signals being generated from the same source. You will see one interpretation of the source information at a time, presented in the context that is most pertinent to you.