FAQ
Questions buyers ask, answered plainly.
How Tellstay scores account health, connects to Salesforce, flags renewal risk early and handles your data, and what the free December 2026 pilot involves.
Scoring
Health scores and renewal risk.
How does Tellstay score customer account health?
Tellstay turns CRM records into typed, timestamped events, turns events into signals with deterministic rules, and rolls those signals up into five health dimensions: Commercial, Adoption, Technical, Relationship and Outcome. Each account gets a band (Healthy, Watch, At risk or Critical) and a renewal likelihood. The same inputs always give the same score.
Does AI calculate the health score?
No. Scores come from deterministic, versioned rules. AI only explains a score, and it is optional. Tellstay’s scores, Renewal Room and reports work with AI turned off.
Can I see why an account’s health score changed?
Yes. Every assessment is versioned and kept, recorded with the model version that produced it, and each change is linked to the dated signals that caused it. Model updates never silently rewrite history, so you can see why an account was red on any date.
How does Tellstay give early warning of renewal risk?
Signals that look small alone are combined into one health view. As an illustrative example (not a real customer), falling active users, a champion marked as left or reopened support tickets would together move the score and the renewal likelihood, shown with a range and a confidence level. The Renewal Room shows every renewal in the next 120 days by stage, with risks and data gaps next to each one.
What happens when data is missing?
Missing data is shown as Unknown, never as zero, and new accounts say “Too early to call”. Tellstay doesn’t pretend to know what it can’t see.
Connections
Salesforce, CSV and other signals.
Does Tellstay sync with Salesforce?
Yes. Tellstay uses a read-only OAuth connection scoped to the Salesforce Account object. Your admin reviews and confirms the field mapping before anything is scored.
Does Tellstay write anything back to Salesforce?
No. The connection is read-only, and Tellstay never writes back to your CRM. Salesforce free-text fields are excluded at ingestion, which keeps notes and personal detail out of Tellstay.
Can I use Tellstay without Salesforce?
Yes. You can start with a CSV export of your accounts.
Which data sources does Tellstay support today?
Today Tellstay uses CRM data from Salesforce, or a CSV import. More signal sources, such as usage, support and engagement, are on the roadmap.
Pilot
The free December 2026 pilot.
What does the free Tellstay pilot involve?
It’s a concierge pilot for a small cohort of design partners. You give a 60 to 90 minute setup call, read-only Salesforce access or a CSV, and 30 minutes a week of honest feedback. You get your whole book scored and explained, a Renewal Room for your next 120 days and direct input into what we build next.
When does the pilot run, and what does it cost?
Onboarding for the December 2026 cohort runs 1 to 12 December 2026. The pilot is free for December 2026 design partners. Pricing after the pilot is shared with pilot partners, and you decide at the end whether to continue.
Who is the pilot for?
VPs and heads of customer success at B2B software companies, where post-sales owns the renewal, whose accounts live in Salesforce or can be exported to a file.
Is a DPA signed before the pilot starts?
Yes. A data processing agreement is signed before any data flows. It lists our subprocessors.
Data handling
Your data and AI.
How does Tellstay keep each customer’s data separate?
Every record belongs to one workspace, and automated tests check that tenant queries are scoped. Database row-level security is being added as a second layer, so tenant isolation is listed as “In progress” on our security page.
Is AI used on our customer data?
AI features are off by default, and an admin turns them on per workspace. For pilot data, AI stays off until our AI provider confirms zero data retention in writing. Only a bounded set of signals is sent, never your whole CRM, and customer text is treated as data, never as instructions.
Does Tellstay send anything to our customers on its own?
No. Tellstay drafts follow-ups, and a person decides what goes out. Nothing is sent to a customer without your approval.
What happens to our data at the end of the pilot?
We delete it on request or at the end of the pilot and confirm in writing.
Is Tellstay SOC 2 certified?
No. We have no SOC 2 report and no security certifications today, and we say so plainly. Our security page lists what is in place, what we finish before pilot data arrives and what isn’t done yet.
Who makes Tellstay, and where is it based?
Tellstay is a product of AvenOrbit Labs Inc., a Canadian company based in Ontario, Canada.
See it on your own accounts.
Onboarding for the December 2026 cohort runs 1 to 12 December.