CI Customer Intelligence

Sign-up is restricted to your company domain.

First person to sign up becomes the workspace admin.

CI Customer Intelligence Research & POV tracking
Customers Workshops

Library

Active Archived

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Your customers

Active Archived

No tagged accounts yet

Your account is set up as an Account Manager — read-only access to whichever customers someone tags your email to (Profile tab → Account Manager). Nothing to set up on your end; a customer will appear here as soon as you're tagged on one.

Welcome — let's get you set up

Three steps and you'll have a full customer brief ready before your next call.

  1. 1
    Add your Claude key — required before public research works

    Everyone brings their own Claude key — yours alone, encrypted, never shared, no shared fallback. Get a Claude key ↗ and paste it into Settings below. Internal account research (CircuIT) and stock price history (Twelve Data) are already turned on for everyone via shared workspace credentials — nothing to set up for those unless you'd rather use your own.

  2. 2
    Add your first customer

    Just a name and domain — Claude fills in the news, tech stack, and leadership from there.

  3. 3
    Research, then track the POV

    One click pulls in the public picture — then move the deal through Discovery all the way to Technical Close.

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Customer

👁 View-only access — you can browse this customer, but changes are disabled.

Workshops

One place to see AI Defense, Secure Access, and Outcomes fit — and status — across every active customer.

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AI output is unverified — confirm before customer-facing use.

Release notes

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Add customer

Company name and domain are required — everything below is optional and can always be added later.

Account Manager

Optional

Pick an AM already on file to auto-fill their email, or type a new one — reassign anytime from the Profile tab.

Ready Report

Optional

Have this account's Cisco Ready export handy? Attach it now and its Security products/coverage/EOL data will be ready the moment you create this customer — or skip this and upload it anytime later from the Ready Report tab. Don't have the file yet?

This customer already exists

Manage access

Share with someone

Reassign owner

Transfer this customer to someone else. You can keep read/edit access for yourself.

Change password

Settings

These are yours — no one else, including admins, can see or use them. Claude, ChatGPT, and Gemini stay disabled for you until you add your own key here. CircuIT and Twelve Data are pre-configured for this whole workspace — look for the indigo "Shared key active" badge below; add a personal key only if you'd rather use your own identity or quota.

Claude Anthropic

Public customer research with web search

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Get one at console.anthropic.com ↗

CircuIT 🏢 Pre-configured

Internal account intelligence — purchase profile, renewals, account team

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New to CircuIT? Follow the internal CircuIT API setup guide ↗ to request Client ID, client secret, and AppKey.

Twelve Data 🏢 Pre-configured

Stock price history for public customers on the Financials tab

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Free tier at twelvedata.com ↗ (no credit card)

Alternative research engines

Claude is the default for public customer research. Add either of these instead if you'd rather run research with ChatGPT or Gemini — never required, and each is used only when you pick it on the Intelligence tab.

ChatGPT OpenAI

Alternative to Claude for public customer research with web search

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Get one at platform.openai.com ↗

Gemini Google

Alternative to Claude for public customer research with web search

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Get one at aistudio.google.com ↗

Reassign

CustomerAccess
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EmailRoleStatusLast activeCustomers
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Reassign

CustomerOwner
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Recent security-relevant activity across every account: sign-ins, password changes, role/status changes, and customer ownership/sharing changes. Most recent first.

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