Actioner automatically captures emails, call transcripts, and support tickets to build a continuously updated relationship graph for sales and customer‑success teams. The graph is integrated with Claude AI, enabling natural‑language queries that surface context‑rich insights, next steps, and evidence‑linked recommendations without manual data entry or switching apps.
Funding
Funding not disclosed
Founders
Product
Problem
Sales and customer‑success teams rely on multiple disconnected tools—email assistants, meeting transcribers, and CRM systems—that each capture only a fragment of the customer interaction. This fragmented view forces manual data entry, context switching, and leads to missed signals, delayed follow‑ups, and inaccurate revenue forecasts.
Solution
Actioner continuously and passively captures every customer interaction—including emails, call transcripts, and support tickets—and consolidates them into a single, up‑to‑date relationship graph. The platform feeds this graph into Claude, an AI assistant that can be queried in‑context to prepare for calls, update deals, and surface next steps without any manual data entry or tab switching. By linking each insight back to its source, Actioner ensures that sales and CS professionals have trustworthy, evidence‑based information at the moment they need it, enabling faster decision‑making and more reliable revenue predictions.
Target Audience
Actioner is designed for sales representatives, account executives, and customer‑success managers who need a complete, up‑to‑date view of their accounts and interactions to drive revenue and retention.
Features
- Automatic, background capture of emails, call recordings, and support tickets across all channels
- Real‑time construction of a living stakeholder and interaction graph that maps relationships, deal stages, and open items
- Seamless integration with Claude AI, allowing natural‑language queries that pull contextual data instantly
- Source‑linked insights and recommendations that reference the original communication for verification
- No‑code setup that eliminates the need for manual data entry or switching between multiple applications
- Dashboard view of cross‑account patterns, unanswered threads, and follow‑up gaps to prioritize outreach