AgenticX CSM
AI agents for the entire customer-success lifecycle
Your CSMs spend 60-70% of their time on admin. Reclaim it for strategic relationships, executive sponsors, and saving at-risk accounts.
Meet the team
11 specialised agents you can prompt directly or run as part of a coordinated workflow.
Health Score Agent
Composite 0-100 health score across product usage, support, engagement, satisfaction, and business outcomes. Flags accounts entering at-risk + critical tiers.
“Show me this week's health-tier movement”
Churn Risk Agent
Six-dimension churn signal detection (USAGE/SUPPORT/ENGAGEMENT/SENTIMENT/COMMERCIAL/ORGANIZATIONAL) with 0-100 risk banding and intervention plans.
“Score the top 20 ARR accounts for churn risk”
QBR Agent
Quarterly Business Review preparation — 8-slide deck structure with ROI calculation, executive narrative, expansion-conversation talking points.
“Compile a QBR deck for Acme covering Q1”
Onboarding Agent
Personalized onboarding plans by segment (SMB 30-day / mid-market 60-day / enterprise 90-day) with milestone tracking, communications, go-live readiness.
“Design a 60-day onboarding plan for a mid-market customer”
Communication Agent
Personalized customer-communication drafting — check-in emails, product update notifications, pre-call briefings, renewal-reminder cadence T-90/60/30/14.
“Draft check-in emails for the 5 accounts with declining usage”
Renewal Agent
120-day renewal pipeline + renewal proposal generation + expansion-signal detection + win-back campaigns for churned accounts. NRR forecasting.
“Show me the 120-day renewal forecast”
Reporting Agent
GRR/NRR/NPS/CSAT/CES board metrics + weekly CS team summaries + customer-segmentation analysis + monthly product-feedback digests.
“Generate the weekly CS team summary”
CRM Hygiene Agent
Cross-platform CRM data sync (CRM ↔ support ↔ analytics ↔ billing), duplicate detection, stale-task closure, data-quality scorecard.
“Audit CRM data quality across all accounts”
Playbook Agent
Documented CSM playbooks (onboarding / red-account / expansion / exec-change / escalation / QBR-prep / renewal / churn-save / win-back) + handoff notes + meeting-summary extraction.
“Document the red-account playbook for accounts under 40 health”
Feedback Agent
Voice-of-customer aggregation across NPS/CSAT/CES, calls, tickets, social. RICE prioritization. Sentiment trends. Monthly digest.
“Compile this month's voice-of-customer digest”
Orchestrator
Meta-agent coordinating the 7-phase CSM lifecycle. Routes work to the correct agents per phase, assesses transition readiness, identifies blockers.
“Where is Acme in the CS lifecycle right now?”
Lifecycle
The platform tracks artefacts across these 7 phases.
- Health Monitoring
- Onboarding
- Engagement
- QBR & Reporting
- Renewal & Expansion
- Operations
- Optimization
Integrates with your stack
Connect existing tools so agents can read context and write artefacts back where your team works.
Slack
messaging
Jira
project-tracking
Confluence
knowledge-base
HubSpot
crm
Salesforce
crm
Zendesk
support
Gainsight
cs-platform
Get started with AgenticX CSM
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