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Relationship maps

A relationship map visualizes who on your team talks with which customer contacts, how strong those ties are, and how frequently conversations happen—grounded in the meetings, emails, chats, and tickets FunnelStory already ingests. Open it on an account when you need a single-pane map for coverage planning, escalation handoffs, or spotting single-threaded accounts.

What you see on the map​

  • Team members — internal users with mapped relationships.
  • Contacts — customer-side people pulled from your CRM or directory data.
  • Edges — lines between a team member and a contact, sized and shaded by relationship score, weekly frequency, sentiment, and conversation mix (email, chat, ticket, meeting).

Controls let you search people, filter by conversation type, adjust the time range, and raise or lower how many top relationships display when an account is very large.

Analysis panel​

Expand Analysis to load a natural-language summary of the relationship graph for the selected window. The copy is generated from the same signals powering the map, so it is useful for pasting into account briefs or QBR docs when you need narrative context fast.

Data expectations​

Relationship maps only populate when FunnelStory has conversations (or related activity models) tied to the account. Sparse data yields shorter maps—fix upstream Conversations or Meetings coverage before troubleshooting the visualization itself.

  • Accounts view — open an account before launching the map.
  • Predictions overview — account-level risk and opportunity scores alongside relationship context.
  • Needle movers — high-signal conversation events that often feed relationship strength.
  • Accounts — the anchor record for every map.