AI workers for Customer Success

AI workers for customer success teams that watch account health, prep renewal briefs, and flag customers gone quiet before they churn. Connect HubSpot, Gmail, and Slack, then let the firewall control exactly which account data the worker reads.

• CRM Scribe Language model Logs your meetings and email threads into the CRM so records stay current without manual data entry.
• Meeting Prep Assistant Language model Builds a prep sheet for each meeting on your calendar: who, history, open items, and talking points.
• Renewal Radar Language model Watches upcoming renewals, spots quiet accounts, and drafts timely check-in emails before it is too late.
• Google Review Watch Language model Checks your Google reviews every morning and tells your team which new ones need a reply today.
• Meeting Entity Relevance Finder Decision model Finds matching meeting that was actually about a customer, project, vendor, person or topic you name, including the internal ones the target was never invited to.
• Intro Debt Language model Finds warm-intro requests you still owe and leaves double-opt-in or connection email drafts — never sends.
• Email Entity Relevance Finder Decision model Finds matching message that is actually about a customer, project, vendor, person or topic you name, internal and external, and names the false positives a keyword search returns silently.

Browse every worker kit