Customer Success work, handled by agents.
Churn prediction, account health, the first 30 days of adoption and expansion opportunities are tracked per account. Agents raise the signal; your team makes the call.
Easier work for your team.
Churn before it happens
Churn risk is predicted per account with a recommended intervention.
One health score per account
Usage, support and commercial signals roll into a composite health score with its trend.
Expansion where it fits
Upsell and cross-sell opportunities are identified per account with a revenue estimate.
What the agents take on.
Every task below runs on your own data and reports back before anything is final.
- Churn prediction
- Customer health
- Customer onboarding
- Upsell and cross-sell
From your data to an approved result.
Connect
Your ERP and the other systems the department uses are connected read-only first.
Prepare
The agent gathers, checks and drafts the work, showing the data it used.
Approve
Your team reviews the result and approves, edits or rejects it.
Record
The approved result is written back and every step stays in the audit trail.