Agents Overview

An agent for every stage. A motion for every moment.

Six agents, each built for a different stage of the customer lifecycle. They monitor product usage, track external signals, assess commercial opportunities, and drive the right action for every account, automatically. Better onboarding, stronger adoption, higher ACV, GRR that holds. The entire lifecycle, covered, with no extra lift from your team.

Echo

Echo sees churn risk early by listening to what customers say, watching how they use your product, and understanding the patterns that matter.

Activator

You define the onboarding goals, Activator finds the best path for each customer to achieve them. Queue up the next best actions for a CSM to review, or let Activator execute them automatically.

Radar

Radar watches the web so your team doesn't have to. Acquisitions, leadership changes, funding rounds…every external signal that could impact your revenue, surfaced automatically. Paired with our agent Echo, your team has eyes on everything: inside the product and out.

Delta

Delta identifies every account that has a propensity for upsell or to be commercially strengthened, sends initial outreach to make a case, and hands warm, qualified opportunities to your team for closing.

Guardian

Guardian continuously monitors product usage across every account and proactively drives adoption, before it ever turns into churn risk.

Anchor

Anchor reviews every upcoming renewal individually, sends the right notification, and opens the right conversation with the right context already in place. Your team skips the prep and gets straight to closing.

From our Resources

Featured Article

How to evolve your Digital Customer Success function

Discover the four stages of digital CS maturity, and start building your roadmap to advancing your motion to the next level.

6 mins

Ready for a new world of Customer Success, powered by AI?