Customer Success
CS teams own the most context-rich relationships in the company, and spend the most time retyping that context. Account-aware agents convert it into the briefings, recaps, and reviews you’d otherwise build by hand.
CS owns the data nobody else has: every conversation with every account, every QBR slide, every renewal narrative, every "what we promised" stored in someone’s email.
But that data lives in inboxes and meeting notes the next CSM can’t access. Renewals run on memory. Reviews get retyped from scratch every quarter. Account context dies when the human owning the account leaves the company.
The fix isn’t a bigger CRM or another note-taking app. It’s agents that read the existing surface (email, calendar, transcripts, CRM activity) and turn it into the artifact the team actually needed.
Meeting Intelligence
Before every renewal call and QBR, an agent pulls the account’s email history, past meeting notes, agreed KPIs, and open issues into a one-pager so the CSM walks in current. No more "let me check with [the AE who used to own this]." The context is on paper before the call.
Meeting Intelligence
Synthesizes a window of email, calendar, and system activity into a brand-voice update sent to the exec sponsor on a cadence you set. Not a chore the CSM has to remember at 4pm on Friday. The exec sponsor stays informed; the CSM stays focused on the work itself.
Meeting Intelligence
Compiles months of account activity into slide-ready bullets with quarterly or thematic structure. Leadership reviews are written by the system, not the team. The CSM edits a draft instead of starting from a blank slide.
Knowledge & Copilots
Years of email, notes, and call transcripts indexed and queryable by meaning, filterable by account. The third CSM on an account inherits the first CSM’s context. Solves the "what did we promise them in 2024?" question that currently has no answer.
VPs of CS, Chief Customer Officers, and CSM team leads at B2B teams with named-account models — where account churn or expansion turns on relationship context the system doesn’t hold. Also CS ops leaders trying to instrument an account-handoff process that currently runs on Slack DMs.
60 min · live · free
Bring one customer success workflow. Walk away with a one-page agent spec and an architecture sketch.
Reserve a seat →
4 weeks · $1,000 / seat
Design your customer success agent over four weekly 90-min calls. Leave with a ready-to-build spec, real cost estimate, and 30-day plan.
Apply for the next Lab →
Private team · from $10K
Bring your whole customer success team. Map the inventory, design the top agents, leave with a prioritized roadmap.
Start a conversation →