AI CSM

OVERVIEW

Our AI CSM agent is designed to be the always-on guardian of your customer relationships. It handles onboarding workflows end-to-end, proactively answers customer questions using your product knowledge base, and — most critically — predicts churn before it happens. By analyzing usage patterns, support ticket sentiment, and engagement frequency, the AI CSM surfaces at-risk accounts early, giving your success team the intelligence and time to intervene. It transforms customer success from a reactive function into a proactive growth engine.

CORE CAPABILITIES

• Automated Onboarding — Guides new customers through setup, configuration, and training with step-by-step workflows tailored to their use case and plan tier.
• Knowledge-Powered Q&A — Answers product questions instantly by drawing from your docs, FAQs, release notes, and internal knowledge base — with human handoff for complex queries.
• Churn Prediction — Monitors login frequency, feature adoption, support interactions, and NPS signals to generate churn risk scores and automated alerts.
• Health Score Dashboards — Provides a unified view of customer health with composite scores factoring usage, satisfaction, engagement, and contract data.
• Proactive Outreach — Triggers personalized check-ins, tips, and resource recommendations based on customer lifecycle stage and behavior patterns.
• Upsell & Expansion Signals — Identifies accounts showing expansion intent — increased usage, new team members, or feature exploration — and flags them for your success team.

REAL-WORLD USE CASES