AccountWatch

Getting Started

Set up AccountWatch and start monitoring client health in minutes.

AccountWatch is a client relationship intelligence platform that transforms your Slack conversations into actionable health scores, churn warnings, and upsell opportunities. This guide walks you through getting up and running.

Prerequisites

  • A Slack workspace where your team communicates with clients
  • Admin or owner access to install Slack apps in your workspace
  • An AccountWatch account (sign up at accountwatch.io)

Step 1: Connect Your Slack Workspace

  1. Log in to AccountWatch and navigate to Settings > Integrations
  2. Click Connect Slack
  3. You'll be redirected to Slack's OAuth flow — authorize AccountWatch (the Slack bot is called Ace)
  4. Once connected, you'll see your workspace listed under active integrations

Ace only reads messages in channels you explicitly add — it never accesses DMs or private channels unless invited.

Step 2: Add Channels to Monitor

  1. Go to Channels in the sidebar
  2. Click Add Channel and select the Slack channels where client communication happens
  3. Each channel maps to a client account — give it a client name for easy identification

Best practice: add one channel per client. If a client has multiple channels (e.g. #acme-general and #acme-support), add them all under the same client.

Step 3: Wait for Your First Health Scores

AccountWatch analyzes messages continuously. Within a few hours of adding channels, you'll see:

  • Health scores (0–10) on the Clients page
  • Sentiment trends in the Health Trends view
  • Upsell opportunities if the AI detects expansion signals

Health scores update weekly based on aggregated conversation analysis.

Step 4: Explore the Dashboard

  • Clients — Your portfolio at a glance: health scores, labels, status filters
  • Insights — Health trend charts and detected upsell opportunities
  • Reports — Generate weekly agency reports, churn analyses, and per-client PDFs
  • Ace Chat — Ask Ace questions about any client, grounded in their actual conversations
  • Settings — Manage your team, roles, billing, and integrations

Next Steps