It is a platform that leverages AI agents to enhance customer success management (CSM) by enabling CSMs to serve more customers effectively and efficiently.
It is a platform that leverages AI agents to enhance customer success management (CSM) by enabling CSMs to serve more customers effectively and efficiently. AI agents research customers, recommend actionable next steps, execute tasks in one click, extract conversational insights, fix contact data, and automate data entry. This allows the best CSMs to improve their performance by using AI agents to deliver personalized and data-driven strategies for each account. Unlike outdated automations that send generic, no-reply emails—which are often ignored—this approach ensures meaningful customer engagement, improving net revenue retention.
For the first time, AI agents enable businesses to proactively understand all their customers. These agents ask customers about their goals, identify success metrics, and guide them through account setup. They ensure customers experience an “Aha!” moment during their first product usage, request feedback, forecast usage, and segment customers based on insights. Customers are automatically categorized into segments such as “Growth opportunity,” “Satisfied,” “Unsatisfied,” or “At risk.” AI agents also confirm value, gather feedback, forecast usage, and identify upsell opportunities. They are equipped with sales playbooks for upsells, renewals, and even churned recovery.
The platform offers a cost-effective solution compared to traditional Customer Success Management Platforms, which average $30,000 annually. It enables CS teams to run world-class customer journeys starting at $0.59 per contact per month. Pricing scales based on the number of contacts: $1.60 per contact monthly for up to 250 contacts, $0.59 per contact monthly for up to 1,000 contacts, and customizable pricing for larger volumes. This makes it accessible for businesses of all sizes to implement elite customer success strategies.
By leveraging AI agents, businesses can offer a high-touch experience even to their smallest customers, increasing net revenue retention and improving customer journeys. The platform includes pre-built plays for onboarding, activation, feedback, conversational insights, quarterly business reviews (QBRs), and sales, ensuring a comprehensive approach to customer success. Plans start at $400/month, with custom pricing available for larger needs. This is the first AI agents platform designed specifically for elite customer success teams, ensuring every customer, regardless of size, receives personalized attention and actionable insights.
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It is a platform that leverages AI agents to enhance customer success management (CSM) by enabling CSMs to serve more customers effectively and efficiently.
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