What is included in the Account Intelligence bundle?
Last updated: February 3, 2026
Pylon's Account Intelligence bundle is a set of features to help teams have a single place to build, share, and operationalize context on customers.
Overview
Feature | Docs | Description |
Account Views | Create custom views of lists of accounts with customizable columns, conditional formatting, column aggregations, and more. | |
Call Recording Integrations | Connect your call recording software so your call transcripts are ingested by Pylon. | |
Calendar Integration | Connect your calendar to pull in past and upcoming meeting dates. | |
Account Highlights | Mark key notes per customer and pass context between teams. | |
Account Notebooks | Create customized AI-powered notebooks for different use cases like account plans, QBRs, meeting preps, executive overviews, case studies, etc. | |
Custom Widgets | Choose from a set of many custom widgets like analytics charts, iframes, custom apps, and more to add to your notebook. | |
Tasks & Projects | End-to-end customer task management. | |
Project Templates | Templates for projects that can be created automatically for customers, for example for onboardings, renewals, or specific project deployments. | |
AI Tasks | Calls automatically generate smart followup tasks assigned to the right people and customers. | |
Activities | A timeline of events related to a customer, available within the account page or on an issue tied to an account. | |
Fields | Default account signals and ability to create custom fields on accounts | |
AI Fields | Intelligently rollup qualitative insights (like sentiment or whether they mentioned a competitor). | |
Web Research | Deploy an agent to find information online about the customer like their latest funding round, whether their jobs page has a specific role, and more. | |
Formulas | Computed fields and AI signals for rolling up both quantitative and qualitative data on accounts. | |
CRM Sync | Bidirectional CRM sync - sync Pylon account fields into your CRM and CRM fields into Pylon accounts | |
Ask AI | Ask questions across your account data. |