Customer Success Team

Agents that keep your book of business healthy. Triage support tickets, draft knowledge base articles from product releases, proactively flag at-risk accounts, and scale one CSM's playbook across the whole team.

Agents

8 Skills

8 Workflows

Team Members

Ellen

Executive Coaching Agent

Reads sales and CS call transcripts post-meeting. Flags yellow (minor) or red (major) coaching moments in real time via Slack DM to the rep. Rep can reply with context; agent learns from the feedback and updates its scoring skill. Source: Alaina (Mixteap) Apr 15.

2 skills2 workflows1 app

Glenn

Sales Follow-Up Specialist

Reads every sales call transcript, classifies outcome as Tier 1 (hot, send proposal), Tier 2 (warm, re-engage later), or Tier 3 (not now, close-lost). Drafts tier-appropriate follow-up email, proposes a deal stage move, and waits for human approval in Slack before sending. Source: Jim (Probo).

Jalen

Churn Signal Analyst

Team-wide agent that runs daily churn risk detection. Pulls product usage, support tickets, NPS, and call transcript sentiment, evaluates rules to promote or demote account risk levels, opens save plans when thresholds hit, drafts outreach based on the primary

2 skills2 workflows1 app

Leslie

CS Team Coordinator

Team-level agent for CS leaders. Rolls up book-of-business health across direct reports, delivers a weekly "who needs help" digest, and flags reps with stale coaching cadence or sliding attainment.

2 skills2 workflows2 apps