AI Teammates
AI Teammates that work with your CSMs, in every customer journey.
Each AI Teammate has its place: your Playbook, a journey, a step, a customer, your Business Outcomes, or your CSM in private. Your CSM approves everything that goes to the customer.
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The assistant knows which screen you are on.
On a customer, a journey, a step, the portal or an email, the assistant suggests what helps there. On a step: where it stands, the next actions, a message for the customer, a new schedule.
Every action waits for a click from your CSM.
When an AI Teammate wants to write, its work waits for approval. Your CSM approves or cancels. Your customer sees an AI Teammate's work after approval, never before.
Your AI Teammates work within your method.
You write each AI Teammate's instructions and give it its skills. Placed in your Playbook or assigned to a step, it starts when the journey gets there. Your AI assistants, such as Claude or Codex, connect through the MCP connector.
Six AI Teammates, one method
Playbook Agents
SoonPlaced in your Playbook, they work in every journey. They suggest Playbook improvements, approved by your Head of CS or a CSM.
Journey Agents
SoonOne per journey. They alert your CSM as soon as a Customer Outcome slips, and suggest the shortest path to reach it.
Step Agents
One at each step. It drafts a message for the customer, suggests the next actions or reschedules the step, for your CSM to approve.
Customer Agents
SoonOne per customer. It files what comes in from the customer, emails or files, on the right journey. It works for your team and never talks to the customer.
Business Outcome Agents
SoonIt measures how far each Customer Outcome and each Internal Outcome is reached, and gives their health to your Head of CS.
Personal Agents
SoonPrivate to each CSM. It prepares their day and the list of what they need to approve; no one else sees it.
Where your AI Teammates sit
An AI Teammate in your Playbook
You place an AI Teammate in the flow with its instructions; the journey resumes when it is done.
An AI Teammate on a step
Assigned to a step, it starts when the step comes to it, and its work is logged in the step's thread.
Your AI assistants
Claude, Codex or another AI assistant: a thread gives it a goal and receives its answer, through the MCP connector.
A step from a meeting
SoonAn action promised in a meeting becomes a step of the journey, suggested to your CSM.
Handoff between AI Teammates
SoonOne AI Teammate hands over to another, in the same thread.