Ai Customer Success Agent WorkflowBlueprints

Inspiration for creating AI agent workflows for your buyer & customer journeys

Turn a conversation with our AI into custom agents

Generate custom AI agent blueprints specifically for your B2B

1. Call (813) 906-1084 2. Chat with our AI agent 3. Agent emails you agent blueprints
Awareness Agent
Consideration Agent
Purchase Decision Agent
Onboarding Agent
Retention Agent
Expansion Agent
Advocacy Agent
Awareness Agent
Consideration Agent
Purchase Decision Agent
Onboarding Agent
Retention Agent
Expansion Agent
Advocacy Agent

ABM Engagement & Nurturing For Existing Accounts

A personalized engagement and nurturing program for existing customer accounts, using AI to tailor content and touchpoints to drive retention and expansion.

Document
Email
In-App Message

Onboarding Checklist Nudge

Automatically monitors customer onboarding progress, sends personalized reminder emails, and escalates stalled accounts to CSMs.

Workflow
Data
Email

Automate Third-Party Integration Setup

Streamlines the connection of third-party integrations by automating credential exchange, configuration, and providing AI-powered error handling.

Workflow
Data
Document
Direct Message

Simplify Data Migration with AI

Automates the import of customer data files by intelligently mapping fields, cleaning data, and providing detailed migration results.

Data
Email

Automate Sales-to-CS Customer Handoff

Creates a comprehensive customer brief from sales data to ensure smooth handoff to Customer Success after deal closure.

Data
Document
Email

Monitor & Respond to Customer Sentiment

Automatically analyzes support interactions for negative sentiment and escalation signals, alerting managers to potential issues before they become critical.

Data
Document
Direct Message

Monitor Usage Drops & Send Proactive Outreach

Automatically detects significant product usage drops, sends personalized check-in emails to at-risk customers, and schedules follow-up actions.

Data
Email

Predict Churn Risk & Alert Team

Aggregates account data, analyzes churn risk with AI, alerts teams about high-risk accounts, and provides recommended intervention actions.

Data
Report
Direct Message

Identify Unused Features & Send Education

Identifies valuable but unused product features, determines relevance to specific customers, and sends targeted educational content to drive adoption.

Data
Report
Email

Generate Automated QBR Reports

Compiles customer usage data, generates AI-powered business review summaries, and creates visually engaging QBR reports with minimal manual effort.

Data
Report
Presentation
Email

Analyze Customer Feedback Themes

Aggregates feedback from multiple channels, uses AI to categorize into themes, and generates actionable reports with key sentiment insights.

Data
Report

Automate NPS/CSAT Survey Follow-ups

Automatically sends personalized follow-up emails based on customer survey scores, addressing detractors with urgent outreach and engaging promoters for advocacy.

Workflow
Email

Celebrate Customer Milestones

Automatically detects significant customer usage milestones, sends personalized congratulatory messages, and creates opportunities for positive engagement and relationship building.

Workflow
Email
Data

Turn a conversation with our AI into custom agents

Generate custom AI agent blueprints specifically for your B2B

1. Call (813) 906-1084 2. Chat with our AI agent 3. Agent emails you agent blueprints
Awareness Agent
Consideration Agent
Purchase Decision Agent
Onboarding Agent
Retention Agent
Expansion Agent
Advocacy Agent
Awareness Agent
Consideration Agent
Purchase Decision Agent
Onboarding Agent
Retention Agent
Expansion Agent
Advocacy Agent