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Happensense
Relationship intelligence
This is a live demo environment. All client data is fictional.
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Morning of 13 April 2026 — Sandton region
DK
David Kruger
Relationship Manager · PF004
You manage 10 clients across a premium portfolio. This morning you have 2 urgent signals, 3 competitor alerts, and 4 agent actions awaiting your approval.
Client intelligence Outreach inbox Live assist Digest Commitments
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2
urgent
3
competitor
10
clients
SP
Sandra Pretorius
Regional Manager · Sandton
You oversee 4 relationship managers and 34 clients. One RM is significantly underperforming on signal response. Five clients are flagged at risk this morning.
Floor overview Team performance Risk register Team digest Audit log
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5
at risk
1
inactive RM
34
clients
happensense.com · Relationship intelligence · Demo environment
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Information date
13 April 2026
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