How to Install the Knownwell Chrome Extension
Provides contextual client information while browsing.
Knownwell Client Insights brings your client intelligence directly into your browser, providing contextual awareness as you work across the web. See client health, risk signals, and context instantly on any website without tab switching.
You can download the Chrome extension here. Here's what you need to know:
Key Features
Automatic Client Detection Instantly spot your clients anywhere on the web. Client names are automatically highlighted with color-coded risk indicators—so you always know who needs attention at a glance.
Real-Time Client Scores & Insights Hover over any highlighted client name to see their current health score, recent trends, and key signals. One click takes you directly to their full profile in Knownwell.
Portfolio Health Dashboard Access a floating insights widget showing your complete client list, portfolio health breakdown, and quick search—all without leaving the page you're on.
Gmail Integration Seamlessly track client communications. When composing emails to known clients, the extension provides context and can automatically add tracking for your team.
Intelligent Caching Fast, responsive experience with 24-hour smart caching. Your client data is always ready when you need it.
Real-Time Client Scores & Insights Hover over any highlighted client name to see their current health score, recent trends, and key signals. One click takes you directly to their full profile in Knownwell.
Portfolio Health Dashboard Access a floating insights widget showing your complete client list, portfolio health breakdown, and quick search—all without leaving the page you're on.
Gmail Integration Seamlessly track client communications. When composing emails to known clients, the extension provides context and can automatically add tracking for your team.
Intelligent Caching Fast, responsive experience with 24-hour smart caching. Your client data is always ready when you need it.
Privacy & Security
- Secure authentication with Firebase
- Only activates for authenticated Knownwell users
- No sensitive data logged or shared
- Data stays within your Knownwell environment
How It Works
- Install the extension and sign in with your Knownwell account
- Browse normally (Client names and domains are automatically detected)
- Click through to Knownwell for full client details
Perfect for
- Customer Success Managers
- Account Executives
- Revenue Operations Teams
- Anyone managing client relationships