Focus your agents on the right accounts
Use account filters to focus Bigmind’s tracking, agent activity, and token usage on the customers relevant to your team.
Choose which customers your agents track
Different teams need Bigmind to focus on different accounts. Admins can now configure tracking filters that define which customers agents should follow, keeping their work and token usage focused on the relevant accounts.
For sales teams, track accounts with an open deal so agents focus on active opportunities.
For customer success teams, track accounts with a closed-won opportunity in the past 12 months, for example, to focus on customers who need onboarding and ongoing support.
Configure your account tracking filters in Context Graph to match the way your team uses Bigmind.