How it works
From raw data to a decision you can defend.
Tellstay turns CRM records into events, events into signals, and signals into a scored, explained view of every account. Each step is stored, so every number can be traced.
The pipeline
Five steps, all of them visible.
Nothing is a black box. You can open any score and walk it back to the record it came from.
- 01
Source
Salesforce Accounts or a CSV file. Read-only, mapped by your admin.
- 02
Canonical event
Every change becomes a typed, timestamped event in your workspace.
- 03
Deterministic signal
Rules turn events into signals such as “active users down 31% in 3 weeks”.
- 04
Versioned assessment
Signals roll up into five health dimensions and a renewal likelihood. Each version is kept.
- 05
AI explanation
Optional. A brief that cites the evidence behind each claim and labels hypotheses.
Traceable
“Why was this account red on 22 October?”
Every assessment is versioned and kept. When someone asks why a score changed, the answer is a list of dated signals, not a shrug.
- Scores recorded with the model version that produced them.
- Each change linked to the signals that caused it.
- Model updates never silently rewrite history.
Principles
Rules we build by.
AI never computes a score
Scores come from deterministic, versioned rules. AI only explains them.
Unknown is never zero
Missing data is shown as Unknown, and new accounts say “Too early to call”.
Every claim cites evidence
Briefs link each statement to the signal it came from.
Facts and hypotheses, labelled
A guess is always marked as a guess.
Customer text is untrusted
Text from your systems is treated as data, never as instructions to the AI.
Nothing sent without approval
Tellstay drafts follow-ups. A person decides what goes out.
Onboarding
A concierge pilot, set up with you.
We set up every pilot workspace ourselves, with you on the call. No self-serve wizard and no surprises.
- 1
Kickoff
A 60 to 90 minute setup call with the founder. We agree scope and sign the DPA before any data flows.
- 2
Connect and map
Connect Salesforce read-only or load a CSV. Your admin confirms the field mapping.
- 3
First portfolio
Your book is scored. We review Tellstay’s health against your team’s own judgement.
- 4
Weekly loop
A 30-minute weekly session to check forecasts against what happened and tune what matters.
Connect, score, explain, act.
See how it works on your own accounts during the December 2026 pilot.