← AI Agents / Agent · CSM Agent 16+ features in Agents

The AI agent that watches every customer.

Monitors usage, support tickets, adoption metrics, and exec changes across your installed base. Flags churn risk 90 days out. Drafts renewal briefs and expansion plays. Your CSMs work the right account, not the inbox.

Inside this application

Key features shipped in CSM Agent.

Sourced from the platform feature catalog. Every entry is live in production today, included in your plan, and accessible via app, MCP, or CLI.

Feature

Account health scoring

Multi-signal score: usage, support volume, exec changes, sentiment from calls + chats.

Feature

Churn risk detection

Detects risk from declining usage, ticket spikes, quiet executive accounts, late payments.

Feature

Renewal brief drafting

Draft renewal narrative with adoption metrics, ROI proof points, and expansion opportunities.

Feature

Expansion play surfacing

Identifies cross-sell + upsell plays based on usage patterns and similar-account benchmarks.

Feature

Exec change monitoring

Detects when champions or detractors move companies. Triggers playbooks.

Feature

QBR generation

Drafts quarterly business review docs from usage data, support history, and roadmap.

Feature

Sentiment analysis

Pulls sentiment from calls (Gong, Fireflies) + chat threads + support tickets.

Feature

Customer copilot

Optional embedded copilot for your customers in your product, grounded in your KB.

Start with CSM Agent

CSM Agent, included free. Pay only for execution.

Spin up graph8 in 3 minutes. CSM Agent runs on the same first-party data layer as the rest of the platform - sequencer, dialer, ABM, AI agents - all free to try.

graph8 Execution Plan

$499 /month

7-day free trial. No credit card. Cancel anytime.

Unlimited contact data for every user MCP Unlimited included, a $25/user value. Searching never uses credits.
You only pay for execution

Campaigns, dialer, AI voice, and AI workflows

Meetings routed and booked for you

75,000 execution credits a month

Unlimited users, no seat fees

MCP Unlimited
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Unlimited contact data. Fair-use policy applies. 2,500 execution credits/mo included.
$25 /user/mo
Get MCP Unlimited
Pay As You Go Try the full platform free. 1,000 contact reveals and 500 execution actions included, then $0.05/credit.
$0 /month
Start free, no card

Execution credits send, call, and run agents. Contact credits reveal and enrich the people you're targeting.

Start free in 3 minutes. No credit card required.

graph8 Execution Plan What $499 runs for you

Search and browse stay free for your whole team on every plan.

Your GTM, executed 75,000 credits included

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

Clone any rep's voice for inbound and outbound calls with live booking.

AI inbox

Replies triaged, drafted, and answered across every channel.

Meeting routing and booking

Route leads to the right rep and book the meeting automatically.

CRM, pipeline, and quotes

Deals, quotes, and AI-prioritized actions in the AE Cockpit.

Studio content engine

Brand, ICPs, messaging, landing pages, and campaign content.

AI agents and workflows

Named agents (SDR, Deal, CSM, CRO) plus automations across the platform.

Data without limits Included

MCP Unlimited for every user

A $25/user value, included for the whole org on the Execution plan.

No monthly cap on contact data

Reveals, lookups, enrichments, and exports run org-wide, every seat.

Buying signals

Visitors, intent, hiring, and job-change signals on every account.

Waterfall enrichment

Third-party providers draw execution credits per matched provider, pay only on match. Bring your own vendors too.

Free search and browse

Your whole team explores 700M+ contacts, 100M+ companies, intent, and visitors.

Org-wide by default Always on

Unlimited users, no seat fees

Invite everyone. Pricing never scales with headcount.

Every feature unlocked

No tiers gating voice, enrichment, sequencer, campaigns, or the desktop app.

Built-in CDP and integrations

Warehouse, 500+ connectors, two-way CRM sync included.

Month-to-month, no contracts

Cancel anytime. Credits never expire.

Fair-use rate limits

Rate limits apply on all plans. They guard against scraping, not real GTM work.

Credits get cheaper as you commit
$0.05 Pay As You Go -> $0.01 MCP Unlimited -> $0.0067 Execution
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Ready to Replace Your Sales Stack?

One platform. $499/month. No data cap, 75,000 credits, unlimited users. Battle-tested and launching campaigns in 3 minutes.

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