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. 500 free execution actions to start.
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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.
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Workflows, Skills and Routines
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Explore In AI AgentsYour Twin
A twin of each rep, trained on their own mail, calls and LinkedIn.
Explore In AI AgentsCRO Copilot
Forecasts pipeline, flags at-risk deals, 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
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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.
You pay for what the agents run. Every user is included on the Team plan.
Execution credits send, call, and run agents. Contact credits reveal and enrich the people you target. Three ways in.
A free entry point to the full platform. No credit card.
- 1,000 contact reveals to start
- 500 execution actions free
- Full platform access, no card
- Then $0.05 per credit
Unlimited contact data, in the tools you already use.
- Unlimited contact data, fair use
- 2,500 execution credits a month
- Priced per user, not per org
Unlimited users and data. Every app, one bill.
- Campaigns, dialer, AI voice, and AI workflows
- Meetings routed and booked for you
- 10,000 execution credits a month
- Unlimited users, no seat fees
- 7-day free trial, no credit card
Everything in the Team plan
$99 / mo, all includedThe $99 Team plan is the full platform: everything below, for the whole org. MCP Unlimited and Pay as you go are lighter entry points with usage and seat limits.
What the agents run
10,000 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 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
Included- MCP Unlimited for every user A $25 per user value, included for the whole org on the Team 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, 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.
- Every feature unlocked No tiers gating voice, enrichment, sequencer, campaigns, or desktop.
- Built-in CDP and integrations Warehouse, 500+ connectors, two-way CRM sync included.
- Month-to-month, no contracts Cancel anytime.
- Fair-use rate limits Limits apply on all plans. They guard against scraping, not real GTM work.
Execution credits send, call, and run agents. Contact credits reveal and enrich the people you target.
Try the CSM Agent on your customer accounts
Sign up free, with no card. You start with 500 execution actions and 1,000 contact reveals, then pay $0.05 per credit.