Customer Intelligence is available as a separate add-on. If you don't see it in your left-hand navigation, reach out to your Coworker admin or account team to request access.
The Customers page
Once enabled, you'll find Customers in your left-hand navigation. This is the home for all of your account data. Each row in the table represents a customer account pulled from your connected CRM (HubSpot or Salesforce), and each column surfaces a different type of information about that account.
The Magic Table
The Magic Table is the core of Customer Intelligence. It's an AI-enriched data table that combines structured CRM fields with AI-generated insights from across your organization's connected data sources.
There are three types of columns in a Magic Table:
CRM columns — Mapped directly from your CRM fields (e.g., account owner, ARR, renewal date, deal stage). These sync automatically from HubSpot or Salesforce.
AI Insight columns — AI-generated answers to questions you define about each account. These pull context from all connected data sources and update automatically when views or columns are created.
Text columns — Custom text fields for users to add notes and additional context.
Common use cases
Pre-call prep: Open an account and get a full picture of recent activity, open issues, and talking points before a customer call
Renewal management: Create a view filtered by upcoming renewals and use AI columns to surface health signals and churn risk
QBR preparation: Use AI columns to summarize activity, usage trends, and outstanding items for each account
Team handoffs: Quickly bring a new CSM or AE up to speed on an account without digging through emails and Slack