AI agents enable CSMs to serve more customers, better. Agents research customers, recommend next best actions, execute them in one click, extract conversational insights, fix contact data, and automate data entry.
The best CSMs get better by leveraging AI agents to get actionable next steps for each account.
Outdated automations that send generic, newsletter-like "no-reply" emails are ignored. A few read them, and almost none click. This digital customer success strategy is killing your net-revenue-retention.
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For the first time, you can get to know ALL of your customers with AI-agents that proactively:
AI agent will ask your customers about their goals, identify success metrics and guide through account setup.
AI agent will ensure the first product usage starts and the customer experiences an 'Aha!' moment.
AI agent will ask for a feedback, get usage forecast, and segment customers based on insights.
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Customers will get assigned to "Growth opportunity", "Satisfied", "Unsatisfied", or "At risk" segments automatically.
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AI agent will show and confirm value, get feedback, forecast usage, and check for upsell opportunities.
AI agent has all the sales playbooks needed for upsells, renewals, and even churned recovery.
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