Pendo
Analytics
A click on an in-app guide is a small thing on its own, easy to lose in a sea of product events. Pendo records how users move through the product and engage with those guides, and Revenue Labs reads the events into account-level signal on the record.
Website
Adoption·8 adoption reads this week
Reading Ravensmoor Analytics… ›
TriggerProduct usage · Ravensmoor Analytics - reporting workspace down this week · Same week as last quarter's seasonal dip
Deploy agentDeploying Adoption agent on the account
Use skillLoading skill · Adoption Analysis · Value Realisation Assessment · Customer Health Assessment
Reference memoryReading memory · Adoption · Products · Customer Outcomes
ReasoningRavensmoor Analytics' usage dipped the same week it did last quarter - seasonal on its own, except this time the stakeholder who drove it, Wren Halloway, left the company two weeks ago; this one gets flagged, last quarter's didn't
ActionCompose adoption read → surface inside Customer Meeting Preparation ahead of the call
✓Read in 6 seconds ›
Surfaces inCustomer Meeting PreparationviaSlackTeams
Revenue LabsAPP1:37 PM
LIVE
CUSTOMER MEETING PREP: Ravensmoor Analytics | Check-in Call
WHAT'S CHANGED
Reporting workspace usage dipped the same week it did last quarter, seasonal on its own
Wren Halloway, who drove that usage, left the company two weeks ago
STAKEHOLDERS
Gideon Park · Ops Director · [Primary contact]
ADOPTION & VALUEADOPTION
4 use cases assessed this cycle · 1 gap flagged for the call
Reporting workspace behind expected pace since Wren Halloway left; confirm who owns it now
RECOMMENDED DISCUSSION
Confirm the new workspace owner and reset the adoption pace with Gideon Park
Join MeetingView AccountView Adoption Detail
The tool alone > AI bolted on > AI-native
What changes when Pendo feeds a system that learns
Three jobs Pendo already does, and what each becomes when its evidence joins live company, contact and deal state.
01 | The tool on its own
02 | With AI bolted on
03 | AI-native
Product events and guides
Product events show usage beside in-app guidance.
Pendo records product activity and guide engagement. Product teams still define the events, segments, and guides that matter.
Pendo AI creates guides from instructions.
Pendo's guide is generated and managed in Pendo. The guide does not attach the user's account to deal context or learn from the commercial outcome.
Usage becomes account signal.
Guide engagement and product events join the account record, alongside calls, tickets, and stage movement.
Product paths and segments
Paths and segments show how users move through the product.
Pendo helps teams analyse pages, features, paths, and segments. Product teams still interpret the pattern and decide what to do next.
Pendo AI surfaces themes and insights.
Pendo insight remains in Pendo's analytics view. The insight does not change the next sales action or explain the deal behind the user.
That path becomes account evidence.
Falling path or ignored feature joins the account evidence, where every capability can judge whether it affects the deal.
Feedback and outcomes
Feedback and usage can be viewed together.
Pendo brings qualitative feedback and product usage into the product view. Product teams still connect the pattern to renewal, expansion, or loss.
AI clusters feedback themes.
Pendo themes organise Pendo feedback, but do not test which themes predicted a commercial outcome.
Product outcomes teach the signal.
Renewals, expansions, and losses reveal which usage and feedback patterns mattered. Those signals inform the next account review.
Runs on it
Capabilities that act on connected evidence
Customer Success
Adoption
Active
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Adoption gaps are named by use case
Usage and stakeholder behaviour are compared with the customer's goals and use case.
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Early usage is read against its stage
Lifecycle requirements separate a normal ramp from adoption that is already slipping.
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The QBR starts with an adoption picture
Use-case and stakeholder gaps, with likely causes, are assembled before the meeting.
+
Usage dips are weighed against the customer
The customer's adoption pattern and goals distinguish disengagement from a familiar lull.
The CSM receives traceable adoption gaps so effort reaches customers falling short.
Customer Success
Customer Health
Active
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The health read stays live
Customer Health Memory is applied to Customer State as new evidence arrives.
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Conflicting signals are weighed together
Product, support and relationship evidence explains a move from Healthy to Watch.
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The current read is ready for review
Health, evidence and confidence are attached to the account before the CSM prepares.
+
Managers see only changed exceptions
Managers see which accounts changed and why instead of scanning the whole base.
Reconciled health evidence lowers churn and reduces manual portfolio inspection.
Customer Success
Expansion Identification
Active
›
The candidate starts with an evidenced thesis.
It checks the use case against expansion, product and value logic.
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The threshold is checked against fit and goals.
It tests product fit, customer goals and commercial logic.
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The stakeholder map shows what changed.
It shows whether the new person adds authority, budget or urgency.
+
The review opens with ranked candidates.
Each candidate carries evidence and confidence for CSM review.
Humans decide whether to introduce the commercial conversation.
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