An AI agent for customer success.
Your agent watches every account for churn risk, drafts QBRs, runs renewal prep, and keeps the CRM clean — encoded with your success playbook.
CSM work is monitoring at scale + conversations at scale. The agent handles the monitoring continuously so the CSM spends time on the conversations.
The day it replaces: Watching 200 accounts for health signals, prepping QBR decks every quarter, chasing product adoption, no warning before a churn email drops.
Your customer success manager agent isn't just raw intelligence — it runs, builds, ships, and connects. One continuous flow.
// plus one-click integrations with Slack, Gmail, Notion, your CRM, and 200+ more — the agent connects the rest of the stack itself.
Account health monitor
Watches usage, tickets, NPS, sentiment — pings you when an account slips below its health threshold.
QBR deck generator
Pulls account usage, wins, risks, and roadmap alignment. Drafts the QBR deck in your template.
Renewal prep agent
90 days pre-renewal — drafts the renewal brief, surfaces blockers, proposes expansion angles.
Onboarding coach
Watches new accounts' first 90 days, nudges them through milestones, flags slipping onboarding for a human save.
Customer advocacy tracker
Identifies promoters, surfaces quotes, drafts case study outreach and G2 review asks.
Your agent works inside the tools customer success managers already live in:
Things customer success managers ask before they try it.
Your AI agent, encoded to how you specifically work.
Encode your first workflow in a chat. See a working agent on your process in under an hour.