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Sarah Chen

On 2 calls in this window, owning 8 open commitments.

What they owe8

Measured against 28 Apr 2026, the most recent call in the corpus.

CommitmentDueAction typeAccount
Escalate both overage disputes (Comply and Detect) internally to billing and product teams as high priority today.

Support Case #8179 - Clearwater Medical Overage Charges Dispute

10 Apr 2026Pastsaid “today
escalate caseClearwater Medical
Send a written summary of the call and next steps.

Support Case #8179 - Clearwater Medical Overage Charges Dispute

10 Apr 2026Pastsaid “before end of business today
send artefactClearwater Medical
Provide a full written response on the Comply overage dispute.

Support Case #8179 - Clearwater Medical Overage Charges Dispute

12 Apr 2026Pastsaid “within forty-eight hours
send artefactClearwater Medical
Send Derek email confirmation of the dedicated worker change and a direct line for the case.

Support Case #7615 - Crestline Wealth Group Policy Sync Delay

27 Apr 2026Pastsaid “within the hour
send artefactCrestline Wealth
Move Crestline Identity sync to a dedicated worker.

Support Case #7615 - Crestline Wealth Group Policy Sync Delay

27 Apr 2026Pastsaid “right after this call
engineering or configuration changeCrestline Wealth
Escalate support case 7615 to P1 with notes and log data.

Support Case #7615 - Crestline Wealth Group Policy Sync Delay

27 Apr 2026Pastsaid “today
escalate caseCrestline Wealth
Provide Derek an engineering root cause update by Wednesday.

Support Case #7615 - Crestline Wealth Group Policy Sync Delay

29 Apr 2026said “Wednesday
send artefactCrestline Wealth
Flag Derek's renewal concern and delayed-response feedback to the account team.

Support Case #7615 - Crestline Wealth Group Policy Sync Delay

No datenotify or loop inCrestline Wealth

Coaching10

Recorded against the calls this person was on. Where several AegisCloud people attended, the same notes appear for each of them.

Strengths (6)

Improvement notes (4)

Their calls2

CallAccountDateOutcomeSentimentTalk share

Crestline reports Identity sync delays; Aegis support will move them to dedicated worker and escalate.

Crestline Wealth27 Apr 2026Progressed-166%

Clearwater Medical disputes $4,000 April overage charges tied to Comply and Detect

Clearwater Medical10 Apr 2026Escalated-158%