Lumopath · Next Best Action

Every rep's next move, ranked by revenue impact.

Next Best Action reads every signal across your tools and tells each person the single highest-value thing to do next.

See it on your book
Next Best Action Updated 4m ago
1 AC
Acme Corp
$180K ARR · Enterprise
Urgent
Sponsor's gone quiet: book an exec check-in before the 45-day renewal.
2 NW
Northwind
$96K ARR · Mid-Market
Opportunity
Champion asked about more seats: send the expansion proposal.
3 GX
Globex
$64K ARR · Mid-Market
Attention
Support tickets climbing: loop in before it escalates.
4 IN
Initech
$120K ARR · Enterprise
On Track
No action needed: healthy across the board.

The problem

Everyone's busy. Is the work driving revenue?

Unranked. Every task looks equally important, so the one that moves revenue waits.

My tasks 38 items
Update Salesforce notes
Reply to internal thread
Schedule QBR: someone
Send upsell ROI modelrevenue
Follow up on a ticket
Review onboarding plan
Clear inbox backlog

How it works

Reads the signals. Ranks by impact. Tells you what to do.

Step 1
Reads every signal
Email
Chat
Calendar
CRM
Tickets
Transcripts
Success plans
Usage data
Step 2
Scores and ranks based on revenue impact
Urgent
Attention
Opportunity
On Track
Step 3
Surfaces the next action
Acme Corp Urgent
Sponsor's gone quiet ahead of a 45-day renewal.
Book an exec check-in →

In action

Why this account, why now.

Every card shows the signals that fired and the recommended move, so people act, not analyze.

Account Urgent
Acme Corp
$180K ARR · Enterprise · Renewal in 45d
No contact 18d Single-threaded 3 tickets open Usage ↓ 22%
Recommended action
Schedule an exec check-in before renewal.
1
The signals
The chips that fired: pulled from email, CRM, support, and product usage.
2
Why now
A renewal in 45 days is what tips this account to the top of the queue today.
3
The action
One clear, recommended move, not a dashboard to interpret.

Why you can trust it

Logic you can read, and judgment when the rules fall short.

Plain-English logic · Rule Builder

Your rules, written the way you'd explain them.

No formulas, no data team. Admins describe what matters in plain language, and every label shows the rule behind it.

If token consumption is pacing 20% behind goal, mark the account urgent.
If a key stakeholder leaves the org, mark the account urgent.
If an account is single-threaded with a renewal in the next 6 months, flag it for attention.
Ignore usage dips in the first 14 days after onboarding. New accounts need time to ramp.
Rules cover what you can predict. But the moment that matters often arrives in plain language, so the system reads it too.
By your rules
On Track
Override
→
Flagged anyway
Urgent

Reads real context

When context overrides the rules.

None of your rules fire here. Token pacing is fine, no stakeholder has left, and the renewal is eight months out. By the rule builder alone, Acme stays On Track.

But Next Best Action reads Sarah's email, recognizes a cancellation threat, and raises the flag on its own, before you ever open your inbox.

It learns from you

Tell it when it's wrong. It gets sharper.

Snooze a flag and say why, in plain language. That reason is training data the model learns from directly, so the same false alarm doesn't come back.

Snooze this flag
Tell us why: in your own words.
Account is below $10k, so no multi-threading necessary.
The model learns from this reason directly.
Cancel Snooze

Beyond the queue

More than a to-do list.

Dashboards

See every account by urgency, across the whole book.

Book overview 62 accounts
Urgent4
AC
Acme Corp
$180K
VE
Vertex
$92K
Attention9
GX
Globex
$64K
UM
Umbrella
$58K
Opportunity7
NW
Northwind
$96K
HX
Helix
$73K
On Track42
IN
Initech
$120K
SL
Soylent
$88K

AI Coach

Ask anything about an account. Answers in seconds.

ACAcme Corp · AI Coach
What were the takeaways from our last call?
Ask about this account… ↑
“

Lumopath improved our focus and execution. We stopped measuring CS by activity volume and started measuring by revenue impact.

Matthew Thompson
Matthew Thompson
President & CCO · Socure

Get started

Every rep, every day, working the right accounts first.

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