Customer Success co-build workshop
Coming soonHalf a day with the people who do the work. You leave with one working agent on your own data, not a slide about one.
arrow_backAll teams
support_agent
Keep customers renewingGive every account the context to keep customers renewing
Surface account health, adoption data, and renewal history the moment you need it. Spend less time hunting for context and more time on the relationship.
Contact salesarrow_forwardfact_check
Full account context, always cited
Usage, tickets, contract history and past conversations come back as one answer, each part linked to where it came from.
monitoring
Risk visible before renewal
Accounts drifting away from their own healthy pattern are flagged while there is still room to do something about it.
handshake
Conversations that use the history
Every review, renewal and escalation starts from what the customer has already told you.
Agents
What your team actually runs
Each agent names what it reads, what it writes, and where a person still signs off. Open any card to see it in full.
01Account Health & Risk
Account health brief
One cited view of an account: usage, tickets, contacts and open promises
- Usage and adoption pulled from your product data
- Open and recent support history in plain language
- Commitments made to the customer and their status
Reads
WritesNothingRuns unattended
Churn risk watch
Flags accounts drifting from healthy patterns, with the evidence behind each flag
- Adoption falling away from the account's own baseline
- Support and sentiment signals from tickets and threads
- Sponsor changes and quiet accounts surfaced early
Reads
WritesThe account owner decides the response and sends anything that reaches the customer
The account owner decides the response and sends anything that reaches the customer02Renewals & Expansion
Renewal prep pack
Assembles the case for renewal: value delivered, issues closed, what changed
- Value evidence gathered from the account's own record
- Outstanding issues and their current status
- Contract dates, terms and changes since last renewal
Reads
WritesThe account owner approves the pack before anything is shared with the customer
The account owner approves the pack before anything is shared with the customerExpansion signal finder
Surfaces accounts showing real signs they need more, with the evidence
- Usage patterns that suggest a limit is being reached
- Requests and questions that map to unbought capability
- New teams and sites appearing inside existing accounts
Reads
WritesThe account owner sends any outreach; the agent flags and drafts only
The account owner sends any outreach; the agent flags and drafts only03Customer Meetings & Voice of Customer
QBR & executive review prep
Builds the quarterly review from the account's own record, in your template
- Adoption and outcomes since the previous review
- Commitments from last time and whether they were met
- An agenda shaped around what this customer cares about
Reads
WritesThe account owner and their lead approve before the pack goes to the customer
The account owner and their lead approve before the pack goes to the customerCustomer interview synthesis
Turns discovery and customer calls into themes you can act on, quoted
- Notes and transcripts read across many conversations
- Recurring themes with the quotes that support them
- Follow-up actions attributed to an owner
Reads
WritesThe research owner approves the themes before they are shared beyond the team
The research owner approves the themes before they are shared beyond the teamConnectors
Every agent runs on systems you already use, through your existing permissions — no new data store, no re-permissioning exercise.
Built for how Customer Success teams work
Every capability is designed around the real workflows your team uses every day.
fact_check
Full account context on demand
Pull together usage data, support history, and past conversations for any account in seconds, before every call.
warning
Spot churn risk early
Surface accounts with dropping usage or unresolved issues automatically, so you can act before renewal, not after.
verified
Consistent, cited answers
Every answer sources back to your actual CRM, support tickets, and product data — no guessing on account status.
How it works
Events
Co-build sessions for customer success
Working sessions where teams build a first agent on their own data. Dates for the next round are not set yet.
Agent teardown
Coming soonA live session on what the harness has to know before an agent’s output is worth reading.