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Since your v3 launch my Salesforce integration synced 0 records. I connected it yesterday and nothing came through. This is urgent.

Sorry for the frustration — let me look at your account directly rather than sending you a generic help article. One moment.

Found it. Your integration is scoped to "Contacts" only, so Leads (where your records live) were excluded. Toggle "Sync Leads" in Settings → Integrations → Salesforce and a backfill will run within ~10 minutes.

⚑ Read live account config · resolution, not deflection

That was it — records are flowing now. Is this a known v3 issue?

Yes — you’re the 6th customer today with the same post-launch scoping default. I’ve logged it and flagged the pattern to the product team so they can fix the default and add a setup warning. Glad you’re unblocked!

⚑ Pattern escalated to product — fixes root cause, not just the ticket

Hi Rachel — I noticed your team started the enterprise trial 4 days ago but hasn’t completed the integration setup step. That’s usually where the value clicks. Can I help you get past it?

Honestly yes — we got stuck connecting our data warehouse and got busy.

Totally common. Your warehouse is Snowflake, which we support natively — the setup is 3 steps and usually takes about 10 minutes. I can send a pre-filled connection guide for your environment, or book a 15-min screen-share with an onboarding specialist.

⚑ Detected stalled setup from product-usage signals

Let’s do the screen-share, that’s easier for my team.

Booked — tomorrow 11 AM with our onboarding specialist, invite on its way. Because you’re a high-value enterprise trial, I’ve also looped in your assigned account executive so a human owns the relationship from here.

⚑ High-value trial — handed to human AE

Proactive alert on the MegaCorp account: I’m flagging it as high churn risk — 45 days before renewal — based on several converging signals.

MegaCorp? They’re one of our biggest accounts. What signals?

Weekly active users down 38% over 60 days, their admin removed 12 seats last month, the exec sponsor hasn’t logged in since March, and their last 2 support tickets mentioned a competitor by name. Individually minor; together, a classic pre-churn pattern.

⚑ Multi-signal churn model · 60-day lookback

That’s alarming. What should we do?

I’ve drafted a save-play for your CS lead: an exec-to-exec check-in, a usage review highlighting unadopted high-value features, and a seat right-sizing offer. I don’t contact the account myself on something this sensitive — it’s queued for your team to review and send.

⚑ Escalated with a plan — humans own the relationship