Copilots help human CSMs with high-touch named accounts, while digital CSMs cover lower-touch long-tail accounts. Both run on the same data and rules, so handoffs between AI and humans stay consistent.
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.
Scale strategic and long-tail customer successwithout scaling manual work.
Scale strategic and long-tail customer successwithout scaling manual work.
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Frequently Asked Questions
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.
Yes. You can set confidence thresholds and routing rules so sensitive situations always escalate to the right owner with full context.
Track leading indicators like response time and risk detection speed, then tie them to business outcomes like renewal rate, expansion pipeline, and reduced churn.