Outcome Agent - Identify relevant use cases of your customers using AI

The Outcome Agent uses AI to analyze customer data and automatically identify the most relevant use cases and KPIs. By combining external data, internal insights, and industry practices, it helps align sales and customer success teams to focus on the most impactful outcomes, driving growth and retention.

Engagement Agent: Automate & personalize at scale.

The Engagement Agent automates key interactions like QBRs, check-ins, and escalations, ensuring consistent and strategic customer engagement. Integrated with HubSpot and Slack, it reduces manual tasks by generating AI-powered engagement notes, improving retention and process adherence while saving time for Customer Success Managers (CSMs).

Risk Agent - Proactively Identify and Manage Customer Churn Risks

The Risk Agent identifies and flags potential churn risks using CRM data such as notes, emails, and product usage. It generates risk scores, automates escalation, and provides real-time updates, enabling teams to prioritize customer retention efforts and reduce churn before it escalates.

CSQL Agent - Identify Upsell Opportunities and Boost Revenue

The CSQL Agent analyzes CRM data to identify Customer Success Qualified Leads (CSQLs) for upsell, cross-sell, and expansion. It provides lead scoring and integrates seamlessly with HubSpot for managing tasks and opportunities, helping uncover hidden growth opportunities to drive revenue and increase customer value.