The customer, on one record.

Calls, tickets, deals and invoices on one record per customer. Who is waiting, who is overdue, who has a complaint and a renewal open, computed from the record itself.

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Reminders

Projects

Recent

Renewals at risk

Board pack, October

Supplier terms review

Churn post mortem

Which accounts are at risk this month, and draft the outreach.

Worked for 41s · 6 steps · $0.12

Read9 accounts renewing

Read14 open tickets

Comparedusage against the last two quarters

Drafted7 messages, held 2 for a person

Nine accounts renew inside 30 days and three of them are the ones to worry about. Their ticket volume is up while usage is falling, which is the pattern that preceded every churn last quarter.

Salesforce

Zendesk2 sources, permission aware

Message Daciel

Reads the help desk, CRM, books and phone you connect.

Every channel writes to one customer

Library

Everything the work produced, with who owns it and who can read it.

AllDocumentsSheetsFrom runs

Renewal brief, Acme

Document · Priya · Deal team

Q3 pipeline review

Sheet · Marcus · Sales

Supplier terms summary

Document · Ana · Private

Churn post mortem

Document · Marcus · Everyone

Board pack, October

Deck · Priya · Leadership

Access review

Sheet · Tom · Admins

Turn the renewal brief into an email to the deal team

Renewal brief, Acme

Chat

One composer, on every surface.

Vendor reviews

Q3 onboarding

Support desk

Website rebuild

Everything the renewal touched: the thread it started in, the artifacts it produced, and who is allowed to see them.

148 artifacts

Keep

Acme renewal

Payroll migration

Hiring: sales

Said once, kept for good

Any answer becomes an artifact, with an owner and a permission.

Slack

Gmail

Outlook

Google Drive

Notion

Salesforce

HubSpot

Zendesk

Jira

GitHub

Linear

Stripe

Zoom

Asana

Airtable

Dropbox

Box

Confluence

Intercom

Google Calendar

Monday

ClickUp

Figma

DocuSign

Trello

Slack

Gmail

Outlook

Connected from day one

The systems you already run, readable in one place.

Runs this week

RunOutcome and traceWhat it producedCost

1Renewal outreachApprovedRead the nine accounts renewing this quarter in Salesforce, compared each one's usage against the last two quarters, drafted seven messages and held two back for a person. 41s, 6 steps, $0.12...7 draftsTotal$0.12Model$0.09Tools$0.03

2Invoice chaseHeldMatched fourteen overdue invoices in Stripe against the support thread for each account, then stopped before sending: two of them are in an open dispute and the policy says a person decides...14 invoicesTotal$0.08Model$0.06Tools$0.02

3Monday briefingApprovedPulled every run from the last seven days, grouped them by workspace, and wrote the briefing into the Library with the trace attached to each claim so any line can be opened...1 briefingTotal$0.21Model$0.17Tools$0.04

4Access reviewApprovedListed every connection holding a write scope, checked each against the role that owns it, and flagged three that now outlive the person who created them. Nothing was revoked without asking...3 flaggedTotal$0.05Model$0.04Tools$0.01

Runs

Every step, every tool call, every cost, and who approved it.

The customer who is about to leave

Churn is visible before it happens, in the tickets that went unanswered, the invoice that went unpaid, the calls that got shorter. In most companies those three live in three systems and nobody sees them together. Here they are one record, and the insight is a question over it: renewals due this quarter with an open complaint and an overdue invoice. The answer names the accounts.

Queued6+⋯

RUN-2085

Chase the 14 overdue invoices

RUN-2094

Summarise every ticket Acme opened

RUN-2092

Check which renewals slipped a quarter

RUN-2200

Rewrite the onboarding mail sequence

Planned10+⋯

RUN-2211

Renewal quote for Acme, send held

Salesforce

Priya approves

RUN-926

Renewal outreach, nine accounts

Salesforce

Gmail

RUN-2088

Weekly briefing into the Library

Slack

RUN-924

Reconcile Stripe against the tickets

Stripe

RUN-1882

Tag the inbox by account

Outlook

Running3+⋯

RUN-1487

Pull usage for the at-risk accounts

4 steps

RUN-1028

Answer the RFP security section

Confluence

RUN-2187

Flag connections holding write scope

Waiting on Priya6 steps

Done48+⋯

RUN-2074

Monday briefing, written and filed

Library$0.21

RUN-1912

Churn post mortem for Q3

$0.14

RUN-1951

Board pack pulled together

$0.31

RUN-1960

Access review, three flagged

Approved$0.05

RUN-1991

Supplier terms summarised

Thread in #renewals

Marcus Hale9:12 AM

Acme wants a renewal quote. Their contract is up in three weeks.

Ana Duarte9:12 AM

Ticket volume has climbed every month this quarter. Read that before we price it.

Marcus Hale9:13 AM

So someone pulls usage, open tickets and the last two invoices. Three systems.

Priya Raman9:14 AM

And most of an afternoon. Hand it over and hold the send until one of us reads it.

Marcus Hale9:14 AM

@Daciel draft the Acme renewal from usage and tickets, hold the send

Two things it does on day one

Joins the channels

Support, Sales, Finance and Calls write to the same customer record, so the account is seen whole without an export.

Get started

Conversations

7 open · 4 answered without a person

Acme CoWhere is invoice 4417?Agent

NorthwindRefund for the duplicate seatAgent

StarlightCan we move the renewal date?Held

MeridianAPI keys stopped workingWaiting

BrightlineInvoice address is wrongAgent

KestrelDo you support SSO?Agent

HalcyonExport stopped at 10k rowsWaiting

Answers the question

Ask across the record in words: who is waiting, who is overdue, who renews with a complaint open. The answer is a list of accounts, with the evidence.

See AI customer experience

Renewals

9 inside 30 days · 7 drafted, 2 held

Brightline$14kDrafted

Kestrel$9kSent

Halcyon$6kHeld

What is customer insights software?

Customer insights software, as sold, is one of two things: survey and feedback platforms such as Qualtrics and Medallia that ask customers how they feel, or customer data platforms that stitch behavioural events into a profile for marketing. Both are built for companies with a research team or a data team.

How the insight is built

One record per customer

Customers, tickets, calls, deals and invoices are records in one business; a customer's page shows all of them.

Connect what you keep

Your help desk, CRM, books and phone write into the record with the permissions of the person who connected each.

Ask across it

In words, from the chat or the Reports section. The question runs over the record, not over an export.

Get accounts, with evidence

The answer is a list of customers and the rows that put each one there.

Act from the record

Draft the outreach, hold it for a person, and the action is logged on the same customer.

Customer insights tools, compared

Survey platforms ask; data platforms stitch; Daciel reads one record. Compared on where the insight comes from, how a person stays in control, and the price.

	Best for	Channels	How a person stays in control	Published pricing
Microsoft Power BI	Companies with data in Microsoft systems and someone to model it	Connects to hundreds of sources; you build the model and the visuals	Row-level security and workspace roles, configured by an admin	Per user per month, Pro and Premium tiers, published
Looker Studio	Marketing and web teams reporting on Google data	Google connectors free; partner connectors and other sources paid	Google Drive style sharing	Free; Looker Studio Pro per user per month, published
Dacielthis site	Businesses of 5 to 200 people that want the inbox, the phone and the ledger handled under one approval queue	Email, connected messaging, and a phone number bought inside the product	Per-action permissions; anything gated is held for a named person with an expiry, on the record	Contact Daciel for business plan availability and pricing.
Dacielthis site	Businesses of 5 to 200 people that want the numbers computed from the records the agents already keep, no warehouse, no analyst	Reads its own ledgers: calls, tickets, leads, deals, invoices, approvals; exports the figures	Every figure prints the query that produced it; a figure it cannot compute says why instead of drawing zero	Contact Daciel for business plan availability and pricing.

Competitor pricing as published on each vendor's site, read 2026-08-19. Where a vendor publishes nothing, the row says so.

Insight from the record

See pricing

Daciel

ElevenLabs

Answers in a voice you would not know from a person.

Daciel

Twilio

A direct line of its own, answering from the first ring.

Daciel

Cloudflare

Domains provisioned and shielded at the edge before they are asked for.

Daciel

Anthropic

Frontier reasoning on the work, with the trace kept for every line.

Daciel

ElevenLabs

Answers in a voice you would not know from a person.

Daciel

Twilio

A direct line of its own, answering from the first ring.

Daciel

Cloudflare

Domains provisioned and shielded at the edge before they are asked for.

Daciel

Anthropic

Frontier reasoning on the work, with the trace kept for every line.

Daciel

ElevenLabs

Answers in a voice you would not know from a person.

Daciel

Twilio

A direct line of its own, answering from the first ring.

Daciel

Cloudflare

Domains provisioned and shielded at the edge before they are asked for.

Daciel

Anthropic

Frontier reasoning on the work, with the trace kept for every line.

Connects to

Evidence attachedEvery account named comes with the tickets, invoices and calls that put it there

Permissions from the connectorA section you may not read is a refusal, not a blank

No sentiment scoringIt reads what happened; it does not guess how anyone felt

Safe to act on. An insight names the records it came from, reads only what the connector's owner may read, and never scores a person on a guess.

How permissions work

Questions people ask before buying

Does it run customer surveys?

No. It reads what happened on the record: calls, tickets, deals and invoices. Survey results from another tool can be attached to a customer.

Does it measure sentiment?

No. It does not score tone or guess feelings. It reports facts on the record, such as an unanswered ticket or an overdue invoice.

Where does the customer record come from?

From every section of Daciel writing to the same account, and from the help desk, CRM, books and phone you connect.

Can it act on an insight?

Yes. It can draft the outreach to the accounts it named and hold it for a person; the send is logged on the same customer.

What does it cost?

Contact Daciel for business plan availability and pricing.

AI customer experience AI business intelligence AI CRM AI customer service agent

Built for the future. Available today.

See pricing