RELATIONSHIPS

Know the relationship.
Not just the record.

A relationship is more than the latest call. Follow the story across interactions over time, see what changed, understand the signals and keep the evidence close.

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UNIFIED HQ / THE CONNECTED WORKSPACEPeople, organisation, interactions, signals and next move.
CONNECT→UNDERSTAND→ACT
Illustrative product story · capabilities depend on connections and permissions
THE DETAIL

See the state of the relationship.

01

Story so far

Understand the relationship across the verified interactions Unified HQ can currently see.

02

What changed

See new topics, risks, strengths and next steps that emerged since the previous interaction.

03

Evidence and actions

Review the timeline, available business context and governed next steps without inventing missing records.

RELATIONSHIPS / IN THE WORKSPACE

The relationship behind the activity.

Illustrative workspace view · sample content

UNIFIED HQ / CONNECTED WORKSPACEILLUSTRATIVE VIEW
RELATIONSHIPS
MMitchell & CoQ4 planning · next step due
CChen Consulting
WWilson Group
SM
Sarah MitchellManaging Director · Mitchell & Co
Warm ↑
☎

Conversation reviewedNew project and timing discussed

✓

What changed surfacedNew project timing and follow-up emerged

↗

Next step proposedReview with the relationship owner

CONNECTED CONTEXT

One relationship.
One clear thread.

The story, recent changes, signals and evidence stay close to the person and organisation.

Evidence linked where available
RELATIONSHIPS / CONNECTED CONTEXT

Every signal has a place.

The relationship view connects the history to the next decision, while showing clearly which business context is connected and which records are not yet available.

  1. A
    Story so far

    Understand the relationship across the verified interaction history.

  2. B
    What changed

    See the new topics, risks, strengths and next steps in context.

  3. C
    Governed next move

    Move into Ask HQ, Conversations or a reviewable action when your team is ready.

SEE IT IN CONTEXT

See what comes
next.

Explore an illustrative workspace and the connected journey behind a customer conversation.

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