Keep Every Client Happy & Healthy.
Client health monitoring dashboard that tracks project health, satisfaction, and risk indicators across your entire portfolio.
What It Does
Health Scores
Composite health scores based on project velocity, communication frequency, budget status, and satisfaction signals. Green, yellow, or red at a glance.
Risk Indicators
Early warning system that flags at-risk accounts before problems escalate. Tracks scope creep, delayed responses, and budget overruns.
Trend Tracking
Historical health trends over weeks and months. See which accounts are improving and which need intervention.
Action Items
AI-generated recommended actions for each account. Specific, prioritized steps to improve health scores and strengthen relationships.
Up and Running in Minutes
Connect Your Data
Alpha Agent pulls data from Jira, Slack, and your billing system to calculate client health scores automatically.
Monitor the Dashboard
View your entire portfolio at a glance. Drill into any account to see detailed health metrics and trend data.
Act on Insights
Follow AI-recommended actions to address risks early. Weekly health digests delivered to your Slack keep the team aligned.