Magnify uses AI agents to generate on-demand insights, revenue forecasts, and key drivers behind churn, expansion, and renewal outcomes across your customer base. To power these insights, Magnify requires access to your customer data through integrations with your existing systems of record.The onboarding process ensures that the AI assistant has access to accurate, well-structured data from your systems of record before populating your dashboard. Below is an overview of what to expect.
Understand Your Source of Truth
Magnify relies on your revenue and customer data to forecast revenue for the current and next quarter and to identify the top drivers of churn and expansion. The first step is determining which integration will serve as your source of truth—the system from which the AI assistant will draw its core data.
Common sources include:
- CRM platforms (e.g., Salesforce)
- Financial reporting tools (e.g., NetSuite)
- Data warehouses (e.g., Snowflake)
Your team should prioritize creating access and permissions for Magnify to connect to this system. For a full list of available integrations and setup guidance, refer to the Integration Guides section of this help center.
Connect Your Data
Once your source of truth is established, the Magnify implementation team will work with you to configure the integrations that supply data to the AI assistant. The AI assistant requires three types of data:
- Revenue records — Opportunity or contract data used to generate forecasts and revenue metrics, including amount, stage, close date, renewal classification, and available-to-renew amounts
- Account data — Canonical account identifiers and names used to associate revenue records and behavioral signals with individual customers
- Product and behavioral data — Feature usage metrics, activity signals, and other telemetry used to surface AI-generated drivers of churn and expansion
Initially, your Magnify CSM will walk you through a survey that will walk through the questions above in order then generate context that will be stored with your AI agent to allow it to use this information for any conversation in the future. You are able to edit this context by clicking on the “Business Context” button on the level navigation.
After integrations are configured, the AI assistant will begin importing and processing your data. No historical data templates or SQL queries are required—data flows directly from your connected systems.
Once the AI assistant has ingested your data, you are free to use the Magnify Analyst agent to analyze your data and generate on-demand insights.
Review and Validate Initial AI Forecasts
After the data has ingested, and if Forecasting is part of your subscription, Magnify will use our forecasting agent to generate an initial forecast dashboard with driver insights. Magnify will schedule a review session with your team. During this session, you will walk through your Forecast dashboard together to assess the quality and accuracy of the initial AI outputs before going live.
The review covers:
- Your AI-generated revenue forecast, displayed across three time periods: Current Quarter QTD (actuals), Current Quarter Remainder (forecast), and Next Quarter (forecast)
- AI-generated drivers, each with an Impact Severity rating (High, Medium, or Low) and a plain-language synopsis explaining why the driver was selected and what action to take
- Brief account summaries, which provide at-a-glance context for each account in the accounts table
Feedback from this session is incorporated by the Magnify team before your dashboard goes live.
Ongoing AI Refresh
After your dashboard launches, Magnify keeps your insights up to date automatically.
- Weekly auto-refresh — Your revenue forecasts and AI-generated drivers update automatically each week as new data flows in from your connected integrations
- Quarterly tuning sessions — Magnify hosts dedicated review sessions to refine driver selection, incorporate feedback, and align outputs with your evolving business context
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