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Customer Success Assistant

Keep customers long before they think about leaving

Customer success assistant — tracks account health, churn and renewal risk, NPS follow-up, onboarding milestones, expansion signals and lifecycle transitions.

Every week it does for you:

  • Scores account health and flags customers trending down
  • Predicts renewal risk and spots expansion signals
  • Prepares summaries and QBR packs for upcoming renewals
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CS Guardian — assistant output panel
CS Guardian — assistant output panel

Skills

15 skills

  • Customer Health Monitor

    Analyses engagement, payment history and activity every week to flag customers who are at risk.

  • Health Score Trends

    Reads health score history to detect improving or declining customers and recommends how to respond.

  • Renewal Risk Predictor

    Predicts renewal risk for upcoming contracts using health scores, churn reasons and upsell value.

  • Expansion Signal Detector

    Finds customers ready to buy more: growing invoices, strong health scores and positive feedback.

  • Lifecycle Transition Monitor

    Tracks contact lifecycle stage changes and flags regressions such as a customer moving to churned.

  • Customer Journey Summarizer

    Writes an executive summary of each customer journey from the unified timeline of activities, deals and tickets.

  • NPS Follow-upProposes · needs approval

    Finds NPS detractors and poor service ratings, flagging critical responses that need immediate follow-up.

  • Onboarding Milestones

    Watches customer onboarding plans for stalled plans, overdue tasks and go-live dates at risk.

  • Contact Financial Insights

    Analyses each customer's payment behaviour and flags risks such as overdue invoices and slow payers.

  • Churn Prevention

    Combines usage drops, ticket backlog, payment status and onboarding progress to warn of churn risk.

  • Feature AdoptionProposes · needs approval

    Detects enabled modules that are barely used and creates tasks to help the customer adopt them.

  • Usage Pattern Analyst

    Summarises usage behaviour: active-user ratios, power users and comparisons across plan tiers.

  • Onboarding ProgressProposes · needs approval

    Tracks the customer onboarding checklist, detects skipped steps and sends gentle nudges.

  • Customer Success Narrator

    Writes a weekly narrative on customer health, renewal pipeline risk and onboarding progress.

  • QBR Prep

    Assembles the quarterly business review pack for accounts nearing renewal: adoption, support load and NPS.

In chat

Sample questions on live data

Every answer is a proposal inside the asker’s permission scope. Writes still wait for an authorised person.

1

Who is about to churn before renewal?

Contract Renewal Risk Predictor

  1. 1.Combines health, tickets and payment delay
  2. 2.Names the signal that fired
  3. 3.Drafts a play for the owner

An alert with an owner, not a dashboard nobody opens.

2

Prep a QBR for this account.

QBR Prep

  1. 1.Pulls usage, tickets, invoices and open risks
  2. 2.Drafts an agenda
  3. 3.Leaves numbers cited to source records

A pack the CSM edits before the meeting.

3

Any expansion hiding in usage?

Expansion Signal Detector

  1. 1.Finds accounts over their plan
  2. 2.Checks open opportunities
  3. 3.Drafts a hand-off to sales

A lead for sales to accept, not an auto-quote.

See also

Nearby apps and assistants

The person decides, not the AI

Every write an assistant proposes waits for an authorised human to approve it. Nothing executes on its own.

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