The CSM Agent watches your customer accounts and flags the risk.
It reads usage, support tickets, adoption and executive changes across your customers. It flags churn risk before the renewal, drafts renewal briefs and suggests expansion plays. Your CSMs decide which accounts to work and run the conversations.
No credit card. Verified companies get 5,000 starter credits on the Free plan.
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You pay execution credits for what the agents run, not per seat.
What CSM Agent includes
Each feature works in the app. Where supported, your team can also use it through the MCP server or the CLI.
Account health scoring
One score from usage, support volume, executive changes and sentiment from calls and chats.
Churn risk detection
Flags risk from falling usage, a spike in tickets, quiet executive contacts and late payments.
Renewal brief drafting
Drafts the renewal story with adoption numbers, the value delivered and the expansion options.
Expansion plays
Suggests cross-sell and upsell plays from usage patterns and similar accounts.
Executive change monitoring
Sees when a champion or a detractor changes company, and starts the playbook you set.
QBR generation
Drafts the quarterly business review from usage data, support history and your roadmap.
Sentiment analysis
Reads sentiment in calls, chat threads and support tickets.
Customer copilot
Optional: a copilot inside your product for your customers, answering from your knowledge base.
Related parts of graph8
Workflows, Skills and Routines
Build the automations the agents run: triggers, steps, approvals and schedules.
Explore In AI AgentsYour Twin
A twin of each rep, trained on their own mail, calls and LinkedIn.
Explore In AI AgentsCRO Copilot
Flags deals at risk, drafts the weekly review.
Explore In AI AgentsSDR Agent
Builds territory lists, drafts sequences, routes replies.
Explore In AI AgentsDeal Agent
Proposals, redlines, pricing comparables, case studies.
Explore In AI AgentsSEO and AEO Agent
Drafts pages for search and tracks citations in AI answers.
Explore In AI AgentsContent Agent
Articles, ads, landing pages, enablement, on brand.
Explore In AI AgentsPersonalized Content
Dynamic web and email content per account.
Explore In AI AgentsControl and Safety Layer
Autopilot, Approve or Off, reviewer queues and audit logs.
ExploreWhat is an AI customer success agent?
An AI customer success agent watches account health signals continuously and raises the ones a human should act on: usage falling off, a champion leaving, a renewal approaching without engagement. It is a monitoring and triage job rather than a conversation job, which is why it suits automation better than most customer-facing work.
- Watches usage, support and engagement signals per account without anyone running a report.
- Flags churn risk early enough that the save is still possible.
- Surfaces expansion signals against the accounts already succeeding.
- Writes the context into the record so the CSM opens the conversation informed.
What is an AI CSM agent?
Software that monitors account health continuously and escalates what needs a person. It reads usage, support and engagement signals across the book of business and raises churn risk and expansion opportunity with the evidence attached. The CSM still runs the relationship. The agent raises what needs attention between reviews.
Can AI predict customer churn?
It can detect the signals that precede churn, which is not the same as predicting it. Falling usage, a departed champion, rising support volume, a renewal approaching with no engagement. Treat a churn score as a queue for attention rather than a verdict, because the account manager knows things the data does not.
What signals matter most for renewal risk?
In practice, engagement decay and champion change outrank usage volume. An account can keep using the product while the person who bought it leaves, and that is the more dangerous state. The signals worth wiring first are the ones that move before revenue does.
The agents it works with
Each agent has one job. They all work from the same data, so they agree on what an account is. You choose which decisions they make alone and which come to you for approval.
Research
Researches each account and buyer before anyone reaches out.
Signals
Watches for intent, site visits, hiring and job changes.
Enrichment
Fills in missing contact and company data.
Messaging
Writes the emails, messages and call scripts.
Outbound
Runs the outbound campaigns and moves on to the next account.
Scheduling
Books meetings and handles reschedules.
Reporting
Reports replies, meetings and pipeline.
RevOps
Keeps pipeline stages, fields and the pipeline model correct.
Free for verified companies. Pay for what the agents run.
Every plan has unlimited users. Credits pay for sending, calling and running the agents. Three plans.
Inbound, your first campaign and the AI front desk.
- 5,000 starter credits as you get set up
- 250 credits a month
- Unlimited website visitors and form capture
- AI web chat and AI receptionist
- Send from your own business mailbox
- 1 credit per contact reveal
Unlimited contact data and your own sending infrastructure.
- 10,000 credits a month
- Unlimited contact data, fair use
- Mailboxes, domains and LinkedIn accounts
- Dialer and outbound calling
- Outside-provider enrichment
- Export, API, MCP and CRM push
Everything in Team, at the lowest credit price.
- 75,000 credits a month
- Everything in Team
- Lowest credit price, $0.0067
- Agency client workspaces
- Higher fair-use and export limits
Start free with no credit card, or pick Team or Platform and pay monthly or annually at signup. You can change plans inside graph8 at any time, and your setup and data stay where they are.
- Unlimited users
- Free search and browse of graph8 data
- Getting started package: company research, brand kit, first landing page
- Bring your own AI keys
Talk to us. Qualifying teams get 12 months of unlimited contact data, free. Talk to us
What the plans include
One platform, three plansEvery plan opens the same platform for the whole org. The plans differ in monthly credits, the price of an extra credit, contact data and sending infrastructure.
What the agents run
Paid in credits- Campaigns and sending infrastructure Mailboxes, domains, and deliverability run for you, end to end.
- 5-channel sequencer Email, phone, LinkedIn, SMS, and WhatsApp in automated sequences.
- Dialer and AI voice agents Reps call from the built-in dialer. AI voice answers inbound calls, makes outbound ones and books the meeting.
- AI inbox Every inbound email, LinkedIn message and reply sorted, drafted and answered.
- Meeting routing and booking Route leads to the right rep and book the meeting automatically.
- CRM, pipeline, and quotes Deals, quotes, and each rep's daily list in My Desk.
- Studio content engine Brand, newsletters, landing pages, ads, and campaign content.
- AI agents and workflows Operator and Executor agents for RevOps, deal reviews, and SDR work.
Contact data
Unlimited on Team- Unlimited contact data on Team and Platform Reveals are unlimited for every user on Team and Platform, under fair use. On Free, each reveal costs 1 credit.
- Export, API and MCP bulk Exports, API and MCP bulk pulls, CRM push and webhooks on Team and Platform, under fair use.
- Buying signals Visitors, intent, hiring, and job-change signals on every account.
- Waterfall enrichment Outside providers on Team and Platform, pay on match or bring your own keys.
- Free search and browse Your whole team explores 700M+ contacts and 100M+ companies.
For the whole team
Always on- Unlimited users, no seat fees Invite everyone. Pricing never scales with headcount.
- Sending infrastructure on paid plans Mailboxes, domains and phone lines at cost plus 30%, LinkedIn accounts at $10 a month, paid from your credits.
- Built-in CDP and integrations Warehouse, 500+ connectors, two-way CRM sync included.
- Monthly or annual Pay monthly and cancel anytime, or pay annually and save 20%.
- Fair-use rate limits Limits apply on all plans. They guard against scraping, not real GTM work.
Credits pay for sending, calling, AI and enrichment. Monthly credits are used first, then starter credits.
Try the CSM Agent on your customer accounts
Sign up free, with no card. Verified companies get 5,000 starter credits on the Free plan, then extra credits are $0.05 each.