BBreadbox|Docs
Sign inStart free trial

Relationship Intelligence

Automated relationship scoring, multi-threading detection, gatekeeper routing, and champion risk alerts — powered by your interaction data.

Relationship Scoring

Every contact linked to an account gets a Relationship Strength Score (0-100), automatically computed from your touchpoint data. The score updates every time you log an interaction and recalculates nightly to account for relationship decay.

Scoring signals:

  • Recency (30%) — How recently you last interacted
  • Frequency (25%) — Number of interactions in the last 90 days
  • Bidirectionality (15%) — Two-way communication scores higher than one-way
  • Depth (15%) — Meetings count more than emails alone
  • Seniority match (15%) — Decision makers and influencers get bonus points

Scores are visible on the Relationship Map as strength bars on each contact node.

Multi-Threading

Each account has a Thread Count — the number of contacts with a relationship score above 30. Single-threaded accounts (only 1 active relationship) are high risk: if that person leaves, you lose the account.

Single-threaded accounts surface in the Daily Briefing: "Summit Mfg has only 1 active contact relationship. Engage another stakeholder." The pipeline also shows thread count on deal cards — single-threaded deals get a warning.

Gatekeeper Routing

When a contact has a Scheduling Contact set (the gatekeeper), the system automatically routes scheduling requests through that person. If the briefing says "Schedule renewal with Jane Smith (CEO)," and Jane's scheduling contact is Sarah Miller (Office Manager), the inline form pre-fills Sarah's contact info with the subject "Schedule renewal with Jane Smith."

Set scheduling contacts on the contact's record via the Relationship Map or the contact detail view.

Champion Risk Detection

Contacts marked as Champions are your strongest internal advocates. When a champion hasn't been contacted in 30+ days, the system fires a high-priority briefing alert: "Champion going cold — Jane Smith hasn't been contacted in 32 days." At 45+ days, this becomes critical priority.

The Relationship Map

The visual Relationship Map on each account shows all contacts as interactive nodes with:

  • SVG connection lines (solid for reports-to, dashed for schedules-for, dotted for influences)
  • Node size varies by influence level (decision makers are larger)
  • Strength bar (0-100) on each node
  • Touch status glow ring (green/yellow/red based on recency, pulses when overdue)
  • Routing indicator ("via Sarah") for contacts with gatekeepers
  • Draggable nodes — positions saved per user per account
  • Click "Add Relationship" to connect two contacts with a relationship type
  • Click any node to see full contact detail with quick actions (Call, Email)