Go-to-market runs on a loop: understand the business, act on it, and learn from the action. For leaders, managers, operators and ops teams, the hardest part of that loop is scaling the understanding—aligning on your specific context, your definitions, and what "healthy" actually looks like across thousands of accounts. Instead of driving strategy, leadership and ops teams spend hours digging through CRMs, product usage, and call recordings just to piece together a reliable baseline of the business. Today, we are launching Pattern's first two AI agents—Oversee Agent and Account Agent—built to step into that loop, sit on top of your live data, and scale your organizational context instantly.
Oversee Agent
For managers, ops, and leadership. Cross-portfolio analysis on demand, from a 30-second check to deep research that used to take a human analyst days. Ask it “which accounts are showing usage drift in the last 30 days and haven't upgraded to the latest version?" and watch it run — in seconds, on live data, with the full reasoning trail when you want it.
Three depths in one conversation:
Quick checks — "what changed in my book last week?" — answers in seconds.
Book-wide pattern detection — "which accounts renewing next quarter and are in risk?" — analysis that spans accounts, segments, and unstructured signal like calls and tickets.
Analyst-grade research — "rank my Q3 expansion opportunities by ARR potential and tell me why" — multi-step reasoning, runs in minutes, with the full trail.
The Oversee Agent
Account Agent
Pattern's Account Agent started as a tool that helps you make the most out of your account deliverables. We listened to your feedback, and today we're launching our new and improved Account Agent, your working partner on a single account. This agent doesn't just search your deliverables, it can now create new ones within seconds, connect directly to all your sources and knows EVERYTHING you need to know about the account — calls, product signals, history, the notes you've captured. As your trusted partner, it proposes the next move with the evidence behind it.
Three things it does on every account:
Brief you in 90 seconds. "what's changed here since last week?" The agent surfaces relevant updates — recent calls, support tickets, product usage shifts, team notes — without you digging for them.
Tell you what to do next. "what's the strongest expansion signal on this account?" Expansion, risk, or follow-up — with the supporting evidence cited inline.
Draft the artifact. "draft a renewal narrative using last quarter's calls and product trends" Outputs grounded in the actual account record, not a template.
The Account Agent
Steering & Elicitation
As the agent navigates a problem, gathers research, or executes a plan, you can step in — and it can ask you to. Either direction keeps the work pointed at what you actually want. You steer. Send a message anytime — the agent picks up your correction and adjusts course:
"focus on enterprise accounts only."
"use last quarter's data, not last month's."
"pause before drafting — let me review."
The agent elicits. When it detects ambiguity, uncertainty, or a knowledge gap, the agent stops and asks. It always proposes the most relevant options first — and you can answer in free-form too.
Elicitation
Your answers tune the Runtime. Resolving an elicitation doesn't just unblock the task. The answer becomes part of the Pattern Intelligence Runtime — next time the same question comes up, the agent already knows.
Agent Tunning
Explanations & Lineage
Every agent's answer is now fully traceable. Select any text in an agent output and click Explain Selection in the popup — the Explanation pane opens with the agent's reasoning (what it weighed and how it got from one step to the next) and the exact data calls behind the answer. Once generated, the expl~anation stays with the conversation. The highlighted text becomes a clickable anchor — open it any time to revisit the lineage without re-running anything.
Explanation & Lineage
Pattern Intelligence Runtime
The Runtime is what makes the agents possible. It gives them the knowledge they need — business context, semantic modeling, account memory, personal preferences — and the processing power they reason with — data pipelines and analytical tools. With this release, the Runtime is directly editable: type any label, rule, or definition and Pattern auto-routes it to the right layer, instantly applied across every agent.
Pattern's Architecture