AI SPECIALIST · CUSTOMER SUCCESS
Meet your Customer Intelligence Specialist
Know which customers need attention, understand why, and know what to do before they churn.
CUSTOMER INTELLIGENCE · LISTENING
Support tickets
Usage & health data
Renewal signals
NPS & survey feedback
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Finding patterns…
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Recommended action
3 enterprise accounts show declining usage and rising ticket volume — reach out before renewal.
WHAT IT DOES
Your AI colleague for customer health.
Your Customer Intelligence Specialist continuously watches customer health, support activity, usage and renewal signals to identify who needs attention, why, and what to do about it before it’s too late.
01
Monitor
Monitor account health across usage, support and sentiment signals.
02
Detect
Detect early warning signs of risk before they show up as churn.
03
Segment
Segment which customers are at risk versus which are ready to expand.
04
Explain
Explain why an account’s health is changing, not just that it changed.
05
Recommend
Recommend the next best action for each account, ranked by urgency.
ON ITS OWN
Powerful on its own.
Hire one Specialist. Give it a job. Let it get to work.
YOU ASK
“Which customers are at risk of churning this quarter?”
Usage data
→
Support tickets
→
Renewal timeline
→
Health scoring
→
Risk ranking
AT-RISK ACCOUNTS
01 — Acme Corp
02 — Novus Health
03 — Brightline
The Specialist doesn’t just flag who’s unhappy. It tells you why, and what to do next.
REAL-WORLD USE
What would you actually use it for?
Your best customer suddenly goes quiet.
Situation
A top account stops logging in, and nobody on the team notices until the renewal conversation.
Customer Intelligence
Tracks usage and engagement in real time and flags the drop the moment it happens.
Outcome
Usage dropped 80% three weeks ago — the champion changed roles and no one else was onboarded.
Usage drop→
Champion change detected→
Renewal at risk in 45 days→
High priority→
Recommendation: re-onboard new stakeholder
Support tickets are piling up for one account.
Situation
One customer has filed 12 tickets this month, and support is treating each one separately.
Customer Intelligence
Connects the tickets to a single underlying issue and calculates the account’s real risk.
Outcome
All 12 tickets trace back to one integration bug — this account is now a churn risk.
You don’t know who’s ready to expand.
Situation
Sales wants expansion targets, but nobody has a reliable way to tell who’s actually getting value.
Customer Intelligence
Identifies accounts with rising usage and adoption that are strong expansion candidates.
Outcome
8 accounts are using 90%+ of their seats and have already asked about additional features.
Renewals keep coming as a surprise.
Situation
A renewal falls through, and the team finds out the account had been unhappy for months.
Customer Intelligence
Surfaces renewal risk early by combining health score, sentiment and support history.
Outcome
A 90-day early warning window instead of finding out on the renewal call.
You can’t tell which complaints are serious.
Situation
Every account has some complaints — but which ones actually predict churn?
Customer Intelligence
Separates normal friction from the signals that actually precede cancellation.
Outcome
Three specific complaint patterns account for 70% of last year’s churn.
THE AI WORKFORCE
One Specialist is useful.
A Workforce is powerful.
Customer Intelligence doesn’t just watch accounts alone — it hands off what it finds to the rest of your AI Workforce, so a single customer signal can become a fully-formed business decision.
SIGNAL
Customer signal
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SPECIALIST
Customer Intelligence — discovers the customer problem
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SPECIALIST
Product Intelligence — understands the product impact
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SPECIALIST
Market Intelligence — checks the competitive context
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SPECIALIST
Chief of Staff — weighs the business impact and turns it into priorities
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RESULT
Decision
SEEN TOGETHER
What happens when Specialists work together?
A customer problem becomes a business decision.
CUSTOMER INTELLIGENCE
“Enterprise customers are increasingly frustrated with onboarding.”
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PRODUCT INTELLIGENCE
“Customers struggling with onboarding are also failing to activate Feature X.”
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MARKET INTELLIGENCE
“Competitors have introduced a simpler onboarding experience.”
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CHIEF OF STAFF
“Onboarding is becoming a competitive and revenue risk — improving activation could protect $2.4M in expansion opportunity. Here are the recommended actions.”
TRY IT
Just ask.
These are the kinds of questions a Customer Intelligence Specialist answers every day.
SPECIALIST
4 accounts are showing high churn risk, led by Acme Corp with a 45-day renewal and declining usage.SPECIALIST
8 accounts are using over 90% of their seats and have asked about additional features in the last 30 days.SPECIALIST
Brightline’s score dropped after their champion left the company — no other stakeholder has logged in since.SPECIALIST
Novus Health’s 12 open tickets all trace back to one integration bug — that’s the one to resolve first.SPECIALIST
Two accounts over $50K ARR have had no login activity in the past three weeks.SPECIALIST
Usage has declined since their champion left — recommend proposing a re-onboarding session before discussing renewal terms.WHO IT’S FOR
Built for people who need answers, not another dashboard.
Customer Success Leaders
“Tell me which accounts need me right now.”
Customer Success Managers
“Help me walk into every renewal prepared.”
Founders
“Tell me if we’re about to lose a customer.”
Account Executives
“Tell me who’s ready to expand.”
Support Leaders
“Show me which tickets are actually urgent.”
THE WORKFORCE
Works with your other Specialists.
Customer Intelligence works naturally with:
Ready to put your Specialist to work?
Give your team an AI colleague that doesn’t just answer questions — it gets the work done.