Private beta · Built for Customer Success teams

Customer Success
doesn't need another
dashboard.

It needs momentum. CS Agent is the AI colleague that keeps things moving — after every interaction, and in the moments between.

Request early access See the demo See it in action
csagent.app · Sarah C. · Clarify
Today's session
Morning digest 8:00 AM
Pre-call · Meridian Health 9:15 AM
Post-call recap 10:43 AM
Northgate alert 1:17 PM
CS Agent — your portfolio assistant
Sarah C. · Senior CSM · Clarify
Monday, March 9
CS
CS Agent 8:00 AM
Good morning Sarah. Here's where things stand.
AccountSignalStatus
Northgate Logistics No login in 11 days. 3 support tickets. At risk
Meridian Health API SLA issue open. QBR overdue. Watch
Beacon Financial Strong usage. Call today. On track
CS
CS Agent 1:17 PM Heads up
Proactive alert · Northgate Logistics

11 days no login. Dana's manager is submitting tickets — not Dana. She's been your champion for 18 months and she's gone quiet. Renewal in 45 days.

I don't think this is a lost account. It's an account that needs to hear from you today.

Ask about your portfolio, accounts, or what to work on next…
The problem

Never lose momentum
with a customer again.

Your tech stack, connected. CS Agent pulls it all together so you always know what needs to happen next.

75
Accounts in a typical CSM's portfolio. Most tools help you see them. CS Agent helps you stay ahead of all of them.
$10M
In ARR proactively managed with confidence.
0
Accounts lost to a missed signal this quarter. That's the goal. CS Agent is how you get there.
How it works

Your AI colleague — always
prepared and ready to act.

8:00 AM — Morning digest
Your day, before it starts
Every morning, CS Agent surfaces what changed overnight — who's at risk, what's overdue, and what you need before your first call.
AccountSignalStatus
Northgate No login in 11 days At risk
Meridian API SLA issue open Watch
Beacon Strong usage, call today On track
9:15 AM — Pre-call brief
Walk into every call prepared
15 minutes before every meeting, CS Agent tells you what the customer cares about, what you committed to last time, and what you haven't sent yet.
"Marcus opened the last call frustrated about API response times. He'll lead with this. Don't wait for him to raise it."
1:17 PM — Proactive alert
Catches what you miss. Drafts the message. Waits for your word.
CS Agent noticed the Northgate pattern before you did. Flagged it, drafted the message, asked for the go-ahead. You didn't have to think about it.
"I don't think this is a lost account. It's an account that needs to hear from you today."
Integrations

Connects to your
existing stack.

No new workflow. CS Agent plugs into what you already use — so you spend time on relationships, not admin.

Google Calendar
Google Calendar
Meeting context & prep
Gmail
Gmail
Draft & send from CS Agent
Gainsight
Gainsight
Timeline entries & CTAs
Gong
Gong
Call transcripts & summaries
Salesforce
Salesforce
Account & contact data
Slack
Slack
Alerts & team visibility
Zoom
Zoom
Call recordings & context
Google Drive
Google Drive
Docs & shared resources

Ready to build momentum?

CS Agent identifies the patterns and surfaces what you need to act before it's too late. We're working with a small group of CS teams to shape what comes next.

Request early access

Built by a CSM, for CSMs.