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.
No credit card. 500 free execution actions to start.
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You only pay for execution credits when CSM Agent actually runs.
Key features shipped in CSM Agent.
Sourced from the platform feature catalog. Each entry is part of the graph8 application layer and accessible through the app, MCP, or CLI where supported.
Account health scoring
Multi-signal score: usage, support volume, exec changes, sentiment from calls and chats.
Churn risk detection
Detects risk from declining usage, ticket spikes, quiet executive accounts, late payments.
Renewal brief drafting
Draft renewal narrative with adoption metrics, ROI proof points, and expansion opportunities.
Expansion play surfacing
Identifies cross-sell and upsell plays based on usage patterns and similar-account benchmarks.
Exec change monitoring
Detects when champions or detractors move companies. Triggers playbooks.
QBR generation
Drafts quarterly business review docs from usage data, support history, and roadmap.
Sentiment analysis
Pulls sentiment from calls, chat threads, and support tickets.
Customer copilot
Optional embedded copilot for your customers in your product, grounded in your KB.
Related surfaces in the same bucket.
CRO Copilot
Forecasts pipeline, flags at-risk deals, runs the cadence.
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
Ranking and AI answer engine optimization.
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
Reviewer queues, audit logs, autonomy lanes.
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 human still runs the relationship; the agent makes sure nothing goes unnoticed 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.
One agent is not the product.
Each agent owns one job with a defined boundary, and they run against the same buyer graph so they do not disagree about what an account is.
Research
Reads the market before anyone acts.
Signals
Listens for intent. Surfaces the trigger.
Enrichment
Raw records in, complete records out.
Messaging
Writes the words that get replies.
Outbound
Moves to the next account. Runs the motion.
Scheduling
Holds the calendar. Keeps time.
Reporting
Speaks in numbers. Closes the loop.
RevOps
Keeps the system honest. Owns the pipeline model.
Every agent shares one shell, one set of proportions and one material. They are told apart by collar and by a single head accessory, never by colour, which is the same discipline a real fleet needs: the differences have to be the ones that matter.
You pay for what graph8 executes. Unlimited users 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.
Your GTM, executed
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 Clone any rep 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 every rep's ranked day 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.
Data without limits
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.
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 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.
Catch churn risk before the renewal.
Usage, support, sentiment, exec changes, renewal briefs, and expansion plays live on the same buyer graph, so every CSM works the account that matters now. Pay for execution, not seats.