Frequently
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Everything you need to know about PerformanceX. Browse by category or jump to popular questions below.
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Popular Questions
Pricing & Getting Started
Pricing & Getting Started
Common Objections
What PerformanceX Is
Understanding the platform, what it does, and how it differs from other tools.
What is PerformanceX AI?
PerformanceX AI reads your emails, Slack, calls, and meetings, then tells you the truth about what is actually happening inside your organization. Who drives results? Who quietly drags the team down? Which A-players are checked out and planning their exit? You get data to back your instincts and context to act early, before damage is done.
What is the difference between PerformanceX Platform & PerformanceX AI?
PerformanceX and PerformanceX AI are the same product. The platform is where you view your insights, manage your employees, and connect new data sources. Our AI analyzes millions of messages to identify patterns that would be impossible to catch manually, at least not at scale and without wasting hundreds of hours on manual reporting, monitoring, and performance improvement plans. We give you one product, one subscription, and complete visibility into how your organization actually operates. It is that simple.
How is PerformanceX AI different from other AI tools?
Most AI tools analyze content. PerformanceX analyzes behavior. PerformanceX does not summarize emails or draft messages. It reveals the truth about how work actually happens.
Other tools help you automate tasks. Some just track clicks and keystrokes. PerformanceX transforms the way you run your company.
You catch problems early. You know exactly who is performing and who is dragging the team down. You manage people based on what they actually do, not on what they say.
Every decision comes with proof. Our AI platform has a positive impact on promotions, terminations, and workload changes. PerformanceX does not tell you what someone said. It tells you what they repeatedly do.
How is this different from screen monitoring or keystroke tracking?
PerformanceX does not track keystrokes, take screenshots, or use GPS. That is surveillance. PerformanceX is the Always-On Retrospective. An automated, continuous evaluation of people, outcomes, and job roles that replaces annual reviews with weekly intelligence.
Here is how it works: during setup, you provide your company’s mission and vision statement, as well as the specific job descriptions for each person we monitor. PerformanceX analyzes communication patterns and behaviors against those benchmarks. We do not just tell you who is busy. We advise you on who is doing work that aligns with their role and your company’s goals. Who is off track? What needs to change? Whether your workforce is pointing in the same direction as your C-suite leaders.
How It Works
How does PerformanceX track employee performance?
PerformanceX connects to the tools where work actually happens: email, Slack, Teams, Zoom, phone platforms, CRMs, and project management platforms. During setup, you provide your company’s mission and vision, as well as job descriptions for each employee.
PerformanceX then measures behavior against those benchmarks. Who responds to clients quickly? Who helps teammates? Who delivers on promises? Who creates bottlenecks? Every insight is timestamped, tied to the employee’s actual role, and easy to understand.
How does PerformanceX work for my industry?
Gmail, Outlook, Slack, Microsoft Teams, Zoom, Google Meet, phone platforms (Aircall, RingCentral, JustCall), Salesforce, HubSpot, ServiceTitan, Workday, and most core workforce platforms.
PerformanceX is built to be industry-specific:
For HVAC, plumbing, and electrical companies: We monitor every interaction from the initial call to the final invoice. PerformanceX catches dispatchers rushing callers off the phone, techs offering cash side deals, and office staff taking 24 hours to respond to emails. We integrate with ServiceTitan, your phone lines, email, and text messages.
For agencies: We track the entire client lifecycle from first inquiry to final deliverable. PerformanceX shows you which sales reps respond to leads in minutes and which let them sit for days.
For consulting firms: We help leadership see who is actually delivering and who is creating drag. PerformanceX shows you which consultants respond to client feedback and which ignore it.
For law firms: We integrate with practice management software, document tools, and intake phone lines. We track how paralegals and attorneys handle prospective client calls.
For private equity portfolio companies: We give PE operators real visibility into their investments. When portfolio companies deploy PerformanceX, you see what quarterly reports hide.
How does PerformanceX AI work behind the scenes?
During setup, you provide your company’s mission and vision, plus the job description for each employee we monitor. PerformanceX then analyzes every email, message, call, and meeting against those benchmarks.
Our AI identifies patterns: Who responds to clients promptly? Who follows through on commitments? Who helps teammates? Who creates bottlenecks? Who says one thing in meetings and does another in practice?
You receive weekly reports for each employee and their manager, real-time alerts for urgent issues, and monthly executive summaries that highlight organization-wide trends and provide recommendations. Not raw data. Clear answers about who is performing, who is struggling, and what needs to change.
What integrations does PerformanceX AI support?
Gmail, Outlook, Office365, Slack, Microsoft Teams, Zoom, Google Meet, Aircall, RingCentral, JustCall, Salesforce, HubSpot, ServiceTitan, Workday, and most core workforce platforms.
Setup takes 15 minutes. You connect your tools, provide job descriptions and your company mission, and PerformanceX starts analyzing. By Week 4, you have specific names: who is performing, who is not, and who is planning to leave.
Who Uses It
Who uses PerformanceX AI?
PerformanceX provides customized reports tailored to various roles. PerformanceX delivers weekly reports to each employee and their manager.
For Leadership (CEOs, COOs, CFOs): You see who delivers results and who creates problems. Where execution stalls and why. Which managers are developing talent and which are driving people out. When you put someone on a performance improvement plan, you specify the criteria, and we monitor their progress. Every week, you receive timestamped evidence showing whether they are meeting expectations or not. No more “he said, she said.” Just clear documentation of what actually happened.
For Managers (VPs, Directors, Team Leads): You receive weekly reports on each direct report, showing their overall score, what they did well, and where they need improvement. Every insight includes the actual quote from their email, Slack message, or call, along with a timestamp. You see exactly what happened, why it matters, and what they should do differently. When someone is at risk of burnout or showing early warning signs, you can be alerted before it becomes a problem.
For Employees: Every Monday at 6 AM, each employee receives a private scorecard in their inbox. They see an overall score from 0 to 100, specific wins with evidence showing exactly what they did right, and areas to improve with the actual message or call that triggered it. Each improvement area includes a concrete “Try This Instead” recommendation so they know exactly how to handle it better next time. The scorecard also includes three focus areas for the week ahead. High performers finally get visibility. Under performers see precisely what needs to change and how to make the necessary adjustments.
Can employees see their own performance data?
Yes. Every Monday at 6 AM, each employee receives a private weekly scorecard in their inbox.
What they see:
An overall performance score from 0 to 100, with comparison to last week and the department average.
“Wins Worth Repeating” shows specific things they did well. Each win includes the actual quote from their email, Slack message, or Zoom call with a timestamp. Plus an explanation of why it worked and what to keep doing.
“Opportunities to Level Up” shows specific behaviors to improve. Each one includes the exact message that triggered it, why it matters, and a concrete “Try This Instead” showing how to handle it better next time.
Three focus areas for the week ahead with specific actions.
A projected score for next week if they address the focus areas.
This is not their manager’s opinion. Every claim is tied to real Slack, Email, or Zoom data with timestamps. Employees see specifically what they did, when they did it, and how to do it better. Most issues self-correct by Wednesday. Here is why: people get defensive about feedback because they assume it’s a matter of politics. “My manager does not like me.” “They are playing favorites.” “That is not what happened.” But you cannot argue with an AI. You cannot claim the timestamp is biased. When an employee sees their exact words quoted back to them with a date and time, the excuses disappear. It is simply a matter of gathering evidence and determining what to do about it.
Industry Applications
Does PerformanceX work for HVAC businesses?
Yes. See how it works for HVAC.
HVAC owners often do not discover problems until they receive negative Google reviews or customer complaints. PerformanceX changes that. You see which dispatcher rushed a caller off the phone before they booked. Which tech offered a cash side deal on a recorded line? Which office staff let a property manager’s email sit for 48 hours? Every Monday, you receive a report that shows exactly who is building your reputation and who is destroying it. With timestamps. With evidence. Before it hits your reviews.
Does PerformanceX AI work for agencies?
Yes. See how it works for agencies.
Agency owners find out about account problems when the client escalates or leaves. PerformanceX shows you the warning signs weeks, sometimes months, earlier. Which account manager is slow to respond? Which strategist ignores client feedback? Which team is overloading while another is doing the bare minimum?
You receive weekly reports on every employee, detailing what they did well, what needs improvement, and the specific emails or Slack messages that substantiate it. Problems get addressed before clients notice.
Can PerformanceX work for law firms?
Yes. See how it works for law firms.
Law firm partners often learn about associate issues through exit interviews or client complaints. PerformanceX shows you what is happening right now. Which associates respond to clients promptly and which let inquiries sit. Which paralegals convert intake calls and which lose them? Who is burning out under unsustainable workloads? Who is collaborative with partners and who creates friction? Every insight includes the actual email or call with a timestamp. You see the evidence, not just the opinion.
Will PerformanceX AI work for private equity portfolio companies?
PE operators get dashboards and decks, not the truth about what is happening inside their portfolio companies. Does the team respect the leadership you put in place? Are key employees burned out or interviewing elsewhere? Is the culture aligned or fractured? Are there people problems putting your investment at risk? When portfolio companies deploy PerformanceX, you stop guessing and start seeing the signals that predict whether they will hit or miss their targets.
Detection Capabilities
How does PerformanceX detect toxic behavior?
Toxicity is a pattern, and PerformanceX identifies repeated behaviors across emails, Slack, calls, and meetings. Exclusion. Aggression disguised as directness. Passive resistance. Evasive communication. Meeting hijacking. Credit theft. Client neglect. The slow undermining that never surfaces in meetings but damages teams over time.
Every flag includes the actual message or call with a timestamp so you see exactly what was said, when it was said, and how often. You act on evidence, not accusations. No more “he said, she said.”
How does PerformanceX AI detect burnout and flight risk?
Burnout and disengagement show up in communication patterns before someone quits. PerformanceX compares each employee’s performance week over week. If someone’s scores decline consistently, if they stop improving despite feedback, or if their communication signals dissatisfaction, we flag it.
We do not predict exact departure dates. But if an employee’s behavior shifts in ways that suggest they are checked out or unhappy, you see it in their weekly reports. That gives you time to intervene before you lose them.
Can PerformanceX predict project failure?
Yes, if you integrate project management tools like Asana. PerformanceX tracks commitments against deadlines. If someone says “I will have this done by Friday” and Friday passes with no delivery, we flag it. If the same person misses deadlines repeatedly, you see the pattern.
We do not predict failure from vague signals. We track specific commitments and tell you when they are missed. That gives managers time to intervene before missed deadlines compound into project failure.
Common Objections
Will employees hate this?
Most employees welcome it. Top performers finally get recognized, rather than being overshadowed by loud underperformers. The weekly scorecard clearly shows what they excelled at, complete with timestamps and evidence. Hidden talent gets discovered.
The people who dislike it are the meeting hijackers, the coffee-sippers, and the credit thieves. And that tells you everything you need to know.
Is this legal?
Yes. Federal law (ECPA) permits monitoring company-owned devices and networks. Employees have no expectation of privacy regarding company communications. With proper notice and consent, which we help you implement, monitoring is entirely legal.
This is no different than security cameras in a warehouse. You own the tools, you have the right to see how they are used.
What if my employees find out we are using this?
They should know. Transparency is built into PerformanceX. Every employee receives their own weekly scorecard, which shows their score, wins, and areas for improvement. This is not secret surveillance. It is an accountability tool that rewards performers and highlights areas for improvement.
The legal risk is not monitoring. It is hiding it. We recommend you tell your team from day one.
Does PerformanceX monitor private messages or spy on employees?
No. PerformanceX never touches personal devices, personal email, or private accounts. We only analyze work tools your company owns: business email, Slack, Teams, Zoom, and phone recordings.
We care about work performance, not personal lives. We monitor how people perform their jobs, not what they do in their personal time.
What if PerformanceX is wrong about someone?
Every insight includes the actual email, Slack message, or call that triggered it, with a timestamp. You are not getting an opinion. You are seeing the exact evidence. If PerformanceX flags someone for slow client response, you see the specific emails and dates. If it flags tone issues, you see the exact quote.
You review the evidence and decide on a course of action. PerformanceX also distinguishes between isolated mistakes and repeated patterns, so a bad day does not define someone’s score.
Does PerformanceX tell me who to fire?
No. PerformanceX provides evidence. You decide what to do with it. Some leaders use the reports to coach employees and course-correct early. Others use it to document patterns when someone is on a performance improvement plan. Others use it to validate what they already suspected before making a termination decision.
The tool gives you options and evidence. The decision is yours.
Does PerformanceX replace managers?
No. PerformanceX makes managers better. It removes the politics and guesswork that make management frustrating. Managers receive weekly reports on each direct report, detailing exactly what happened, along with supporting evidence. They no longer rely on self-reported updates or secondhand information.
Managers can focus on coaching, developing talent, and making decisions based on what actually occurred, rather than what people claim happened.
Security & Compliance
Is PerformanceX AI secure?
Yes. Your communications are stored securely on Amazon AWS infrastructure and only accessed when needed to generate reports or answer specific questions. We use enterprise-grade encryption and strict access controls. We never train AI models on your data.
Only authorized leaders receive reports based on the access permissions you define during setup. Employees only see their own scorecard. No one sees raw data dumps. Every report is structured, summarized, and designed to show patterns and evidence, not expose private conversations.
Within 24 hours of your contract ending, we will delete all your information.
Is PerformanceX AI SOC2 compliant?
PerformanceX is built on SOC 2 principles, featuring strict access controls, encrypted data handling, and audit-ready practices. Formal SOC2 certification is in progress. Our infrastructure adheres to SOC 2-aligned standards, and we operate with the same transparency that we promise our clients.
Is PerformanceX AI ethical?
Yes. PerformanceX adheres to four key principles: transparency, proportionality, fairness, and consistency. Employees see their own weekly scorecard with the same evidence their manager sees. No one is evaluated in secret. The criteria are tied to their job description and company goals, not subjective opinions.
Standards apply equally across the organization. High performers benefit because their contributions are finally visible. Underperformers receive specific feedback on what to improve, along with relevant examples and targeted recommendations tailored to their needs. The goal is to help people improve, not catch them failing.
Results & Accuracy
How accurate is PerformanceX AI?
PerformanceX AI delivers up to 94% accuracy across behavioral and performance models. That precision comes from analyzing real work signals, such as emails, Slack messages, calls, and meetings, rather than surveys or self-reported opinions. Every insight is tied to actual evidence with timestamps. You see exactly what triggered each score and recommendation.
What tangible results can companies expect?
Organizations using PerformanceX see measurable outcomes:
Digital Authority Partners reduced turnover from 30% to 4%.
JurisGrowth increased revenue by 38%.
122X ROI from visibility-driven decisions.
Early warning when employee behavior signals dissatisfaction or risk.
You stop reacting to problems after the damage is done. Weekly intelligence means you can identify issues before they become costly, allowing you to act proactively.
How does PerformanceX AI reduce leadership blind spots?
Most leaders only see what employees choose to show them. Status updates. Meeting behavior. Curated Slack messages. PerformanceX analyzes what actually happens between meetings. How quickly someone responds to clients. Whether they follow through on commitments. How do they communicate with teammates when leadership is not watching?
The weekly reports provide a complete picture, eliminating the need for secondhand information or waiting for problems to escalate.
Business Decisions
How does PerformanceX AI support promotions and compensation?
Every week, PerformanceX evaluates each employee across six categories: Technical Competence, Customer Communication, Crisis Management, Team Coordination, Professionalism, and Revenue Impact.
You see who consistently delivers, who helps teammates, who handles difficult situations well, and who clients trust. When it is time for promotions or bonuses, you have months of documented evidence to show exactly who earned them. No more rewarding the loudest voice in the room. Recognition goes to the people who actually deliver.
Can PerformanceX support hiring decisions?
PerformanceX helps you understand what makes your current top performers successful. You see which behaviors, communication patterns, and work habits separate your best people from everyone else.
We do not score candidates during interviews. But once someone is hired and using company tools, PerformanceX starts tracking their performance immediately. Within 30 to 60 days, you know if your new hire matches the patterns of your top performers or if there are red flags.
Pricing & Getting Started
How much does PerformanceX AI cost?
Test Drive (5 employees): $1,749 setup + $14/user/month
Teams of 6 to 40 employees: $6K to $20K upfront depending on size, $14 per employee/month
For most organizations, PerformanceX costs less than a single bad employee costs you in a month. Lost clients. Missed deadlines. Turnover caused by toxic managers. The investment pays for itself when you catch one problem early or retain one top performer who was about to leave. See our full pricing breakdown
Why $14 per employee per month?
One bad hire costs 125 to 150% of their salary to replace. One toxic manager causes 54% higher turnover in their department. One ignored client email can lose a six-figure account.
PerformanceX costs less than the damage a single problem employee does in one month. Companies report 122X ROI. The question is not whether you can afford it. It is what not knowing is already costing you.
What is the 48-Hour Proof Analysis?
You name one employee you are worried about and one you think is a top performer. We connect to your email and Slack accounts and confirm that your data is being pulled into PerformanceX. Within 48 hours of that confirmation, you receive a full performance report for each person covering the last 12 months of their communications.
You see exactly what they have been doing, how they communicate, where the gaps are, and what patterns emerged over the past year. No contract. No commitment.
You see exactly what PerformanceX delivers before you pay anything.
Most CEOs are surprised. The problem employee is usually worse than expected. And the star often is not who they assumed. Once you have seen the proof, you can decide whether to deploy it across your organization.
How do I get started with PerformanceX AI?
Start with the 48-Hour Proof Analysis. Pick one employee you are worried about and one you believe is a top performer. We analyze their real work patterns and show you what is actually happening. No contract. No commitment.
In two days, you will see the evidence. From there, you decide whether to deploy PerformanceX across your team.
Still have questions?
Book a call with our team & we will walk you through exactly how PerformanceX works for your specific situation.