Renewals prepped ahead
Usage, open issues and contract terms gathered before the renewal call.
AI agents for Customer Success
Keep every account healthy and renewing.
Agents watch account health, prep renewals and flag risk early, so your team spends its time with customers.
See risk early. Show up prepared.
Risk flagged early
Signals like falling usage or open escalations are raised to the account owner.
One shared view
Account context lives in a thread the whole team can see.
Renewal packets before the call
An agent gathers contract terms, usage, open tickets and past notes into a renewal brief, ready for the account owner.
Workspace
Northstar BI Renewal Owner Brief
Marcus Lee
Northstar BI sent a 12% renewal uplift. Keep Finance, Procurement, and Legal in one thread.
Renewal Research Agent
Owner brief is ready. Approval is required before vendor outreach.
Medium risk 7 events logged
Churn risk flagged to the owner
When signals point to risk, the agent opens a thread with the evidence and hands it to the right person.
- Read the refund request
- Check the order history
- Refund above team limit
Escalated Needs a decision from Priya, Support lead
The agent paused this step. Reminder sent after 2 hours.
Approve Pause run Cancel
Business reviews prepared on schedule
Scheduled tasks build each quarterly review pack, so it is ready the week before the meeting.
Mon Tue Wed Thu Fri
Daily Executive brief
Runs, pauses for review when needed, and ships an artifact.
Weekly Pipeline review
Runs, pauses for review when needed, and ships an artifact.
Event Renewal risk alert
Runs, pauses for review when needed, and ships an artifact.
Account health in one view
See accounts by stage and owner, and which ones need attention this week.
Running3
Collect spend history
AgentDraft support summary
AgentCheck vendor terms
PriyaWaiting2
Legal clause approval
LegalBudget sign off
FinanceDone3
Evidence packet
AgentRenewal notes
MarcusRisk summary
Agent Template library
Start from a Customer Success template.
Ready made workflows for Customer Success teams. Each one comes with its steps, an agent setup, approval rules and the skills it needs.
- Customer Success template
Renewal prep packet
- Workflow steps
- Agent setup
- Approval rules
- Skills
A person approves: pricing and terms
- Customer Success template
Churn risk alert
- Workflow steps
- Agent setup
- Approval rules
- Skills
A person approves: customer outreach
- Customer Success template
Quarterly review pack
- Workflow steps
- Agent setup
- Approval rules
- Skills
A person approves: anything sent to customers
Getting started
How Customer Success teams get started.
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Pick one workflow
Start with a real customer success workflow that repeats every week.
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Connect your tools
Agents work inside Salesforce, HubSpot, Zoom, Gmail and Slack.
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Set the rules
Choose what the agent may do alone and what waits for a person.
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Start with review
A person checks the work at first. Give the agent more room as it earns trust.
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Expand what works
Add the next workflow, or bring the same setup to another team.
Every feature runs inside the same six controls.
Identity, access, approvals, supervision, audit and policy apply to every agent and every run, whichever part of the workspace it happens in.
See governance and audit- Identity
- Access
- Approvals
- Supervision
- Audit
- Policy
Built for every team
FAQ
AI agents for Customer Success: questions and answers
Short answers to what customer success teams ask before they start.
Contact us directlyDoes the agent talk to customers?
Your team talks to customers. Agents prepare, draft and flag, and anything external waits for review unless you allow otherwise.
How does it spot churn risk?
It checks the signals you choose, such as usage, open tickets and missed meetings, and raises a thread with the evidence when they cross your rules.
What always stays with a person?
Customer conversations, pricing and renewal terms, and anything sent to a customer. You can add more rules at any time.
Which tools does it work with?
Common tools for customer success teams include Salesforce, HubSpot, Zoom, Gmail and Slack. Ask us about the tools your team uses.
Do we need engineers to set this up?
No. During early access we configure and deploy your first workflows directly with your team.
The multiplayer workspace for humans and AI agents is how teams move beyond prompting and safely hand AI real work. It gives people one place to plan, approve, and oversee execution, so they can run work with AI agents they can govern and trust.