Agent Copilot
AI customer success copilots help human CSMs with high-touch named accounts by surfacing account history, product usage, and next-best actions. Digital CSMs cover lower-touch long-tail accounts with automated check-ins and proactive engagement. Both run on the same data and rules, so handoffs between AI and humans stay consistent — giving your team AI for customer success across your entire book of business.
AI Agents for Customer Success Managers
Agentic copilots for your team. Digital CSMs for the long tail.
Give your CSMs copilots to get more done and digital CSMs to cover the long tail customers.
Trusted by leading teams
Copilot for strategic accounts
Equip CSMs with full account context, QBR prep, and next-best actions for high-touch customers.
Digital CSM for long-tail coverage
Provide always-on success support to customers who would not normally get a dedicated CSM.
Proactive risk and renewal workflows
Detect risk early, trigger outreach, and route escalations to the right human owner.
One system across both motions
Run high-touch and scaled CS from the same knowledge layer, rules, and integrations.
Agents that get work done
Support named accounts with human CSM copilots
Extend coverage to long-tail customers with digital CSMs
Surface renewal risk and trigger proactive playbooks
Generate QBR summaries and success plans automatically
... and so much more
Your team of AI Agents
CSM copilot
Give CSMs instant, cited answers about account history, blockers, and product usage in one place.
Digital CSM
Handle long-tail check-ins, onboarding questions, and proactive success nudges at scale.
Renewal & QBR assistant
Prepare renewal briefs and QBR materials with context from CRM, tickets, and product usage.
Customize yours
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How it works
1
Connect your sources
Ingest CRM data, support conversations, product analytics, and docs so agents understand each account fully.
2
Configure two motions
Set playbooks for named-account copilots and digital CSM coverage for long-tail segments.
3
Trigger outreach and escalation
Let agents draft outreach, run check-ins, and route critical moments to the right CSM with full context.
4
Measure impact by segment
Track retention outcomes across strategic and long-tail cohorts, then improve rules continuously.
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Frequently Asked Questions
No — AI for customer success extends your team's reach, it doesn't replace them. CSM copilots make your existing team more effective on strategic accounts by automating research, QBR prep, and risk detection. Digital CSMs cover the long-tail customers who would otherwise get no proactive engagement at all. The result is better retention across every segment without adding headcount.
Teams use AI in customer success for two main motions. First, CSM copilots give your team instant access to account context — CRM data, support tickets, product analytics, and call transcripts — so they spend less time digging and more time building relationships. Second, digital CSMs handle proactive outreach, onboarding questions, and success nudges for long-tail customers at scale. Both motions feed into analytics that track retention outcomes by segment.
Most teams start with CRM account data, support tickets, and product documentation. You can then add health scoring tools, product analytics, and call transcripts as you scale. Inkeep ingests all of these sources so your AI customer success Agents have full account context from day one.
Track leading indicators like response time, risk detection speed, and long-tail engagement rates, then tie them to business outcomes like renewal rate, expansion pipeline, and reduced churn. Inkeep provides segment-level analytics so you can measure impact separately for strategic accounts using copilots and long-tail accounts covered by digital CSMs.
