Intelligence that finds you first
Proactive agents identify patterns across your organisation, surface top performers, detect risks early, and push suggestions before you know to ask. The insights that fall through the cracks — caught.
The insights that nobody has time to find
Your organisation generates thousands of signals every day. Proactive agents watch them all, connect the dots, and surface what matters.
Pattern discovery
Loam continuously analyses interactions, decisions, and outcomes to surface patterns that are invisible to any individual — trends distributed across hundreds of conversations and dozens of people.
Top performer identification
Automatically identifies what your best people do differently — which talk tracks close deals, which onboarding approaches reduce churn, which support responses get the highest satisfaction.
Proactive alerts
Push notifications when something needs attention — a client showing signs of churn, a deal deviating from the winning pattern, a process bottleneck forming before it becomes critical.
Actionable suggestions
Not just "here's a pattern" — Loam recommends specific actions. "Client X hasn't had a QBR in 90 days. Based on similar accounts, schedule one this week to reduce churn risk by 40%."
Norm emergence
Surfaces the unwritten rules your organisation follows but has never documented. When exceptions become the norm, Loam notices and suggests formalising the change.
Opportunity spotting
Identifies upsell opportunities, cross-sell potential, and expansion signals by connecting patterns across your client base that no single account manager could see.
Always watching. Never intrusive.
Proactive agents run in the background, continuously learning. They only surface insights when the signal is strong enough to warrant attention.
Continuous observation
Every conversation, decision, and outcome feeds into the knowledge graph. Proactive agents monitor this stream for emerging patterns across all teams and clients.
Signal detection
When a pattern crosses the confidence threshold, the agent packages it into an actionable insight — with evidence, context, and a recommended next step.
Smart delivery
Insights are routed to the right person, through the right channel, at the right time. No notification fatigue — only high-signal alerts that deserve attention.
Acme Corp response times have increased 3x over the past 2 weeks. This matches the pattern seen in 4 accounts that churned last quarter.
Recommendation: Schedule executive check-in within 48 hours.
Deals where a technical deep-dive happens before pricing close at 2.8x the rate. 3 current deals are about to send pricing without one.
Recommendation: Insert technical call for deals #847, #852, #861.
Your team has offered a free pilot to 6 of the last 8 enterprise prospects. Consider formalising this as standard practice.
See around corners with proactive intelligence
The difference between reacting to problems and preventing them.
Churn prevention
Detect early warning signals — declining engagement, slower response times, unresolved issues — and alert account teams before it's too late.
Best practice replication
Identify what top performers do differently and suggest those behaviours to the rest of the team. Scale excellence without management overhead.
Revenue intelligence
Spot expansion opportunities, predict deal outcomes, and surface pricing insights based on patterns across your entire deal history.
Risk detection
Flag compliance risks, process deviations, and anomalies before they become problems. Catch the exceptions that slip through manual review.
Don't wait for problems to find you
Proactive agents surface the insights, risks, and opportunities that would otherwise go unnoticed until it's too late.