Inquiry.
Requests from chat, email, phone, SMS, social and self-service in one queue, each tied to the account it came from.
Tickets, knowledge and renewals on one screen your success team works in.
The ticket names a customer the CRM calls something else, and nobody in either application can see the other one. We connect the help desk, the CRM and the knowledge base, and build the screens a success team works from, with no AI in the build.
Built for success teams that resolve from knowledge.
It fits a team that already runs a help desk and a CRM and wants the ticket, the answer and the account in one place.
- An agent answers from memory because the article is in another application.
- Sales is about to upsell an account that has an export failing since the update.
- A renewal is a surprise because nobody saw the escalations and the breached tickets that came before it.
The help desk, the CRM and the knowledge base, joined.
Your help desk, CRM and knowledge base stay where they are. We connect them so the ticket, the article and the account read from each other, and the work from your channels lands in one queue.
- Support desk
- CRM
- Knowledge base
- Remote assist
- Analytics
Named by category: the applications are yours, and the solution is built on the ones you run.
Five screens, from the first message to the renewal.
Each screen shows one stage of the work, read from the application that owns it, so nobody re-keys a customer to find the answer.
Triage.
Each ticket with its product, its tier and its service clock, routed to a named owner.
Resolve.
The ticket beside the matching articles and the account record, so the open ticket sits next to the renewal date and the answer next to the problem.
Feedback.
What the customer said about the ticket and about the article that answered it, kept on the record.
Renewal.
Accounts listed by days to renewal, with open escalations and breached tickets beside each, so renewals are seen early.
Step up to the agentic version.
AI Customer Success OS puts an agent on this same surface. It drafts replies from the knowledge base, drafts articles from the ticket as it is solved and proposes a touch for each account at risk, and a person approves each one.
- Replies drafted from the knowledge base
- Articles drafted from the ticket as it is solved
- Accounts at risk with a proposed touch each
What it costs to start.
An integrated solution is built for a professional services fee. You choose between a larger upfront fee, or a lower fee with a monthly managed services fee for a minimum term, which is how the build is recouped. The proposal carries the figures, and it comes after a short conversation, not before. We templatize our solutions as far as we can, so the customization for each client stays small. The estimate is guaranteed: if we estimate low, we absorb the difference. Discovery is no-risk, so the first number you see is one you can budget against.
Questions people ask.
How is customer success software different from a help desk?
A help desk manages tickets: intake, routing, service clocks and resolution. Customer success covers the whole relationship: onboarding, support, adoption, renewals and the signals that an account is at risk. The help desk stays at the centre here, with the knowledge base and the CRM joined to it, so that a ticket, an article and a renewal date are visible together.
Do we have to replace the applications we run?
No. The integrated solution connects the applications you already run, through their published APIs with keys from your own instance. Replacing a system is a decision taken when it genuinely cannot do the job, not a default, because the cost that hurts is usually in the gaps between systems rather than in any one of them.
What does an integrated solution cost?
An integrated solution is built for a professional services fee, and you choose how to pay it: a larger upfront fee, or a lower fee plus a monthly managed services fee with a minimum term, which recoups the build. The proposal carries the figures, after a short discovery conversation. We templatize our solutions as far as we can, so the customization for each client stays small. The estimate is guaranteed: if we estimate low, we absorb the difference. Discovery is no-risk, so the first number you see is one you can budget against.
How is this different from the agentic version?
An integrated solution is one surface your people work in, with one record, one workflow and one dashboard over the systems you already run, and it is still a surface you operate. AI Customer Success OS adds an agent for each job on that surface, acting through the applications, with the obvious steps run without you and the money waiting for your digit. You can start with the integrated solution and step up.
The same step, for other teams.
Tell us how your team works today.
One question is enough. A person replies within one business day, and we say so plainly if a service or the agentic version fits you better.
What happens next.
- A person who has run this solution reads your question and replies within one business day.
- If it needs a conversation, a 30-minute call at a time you pick.
- A straight answer, including when we are not the right fit.
Or just ask
Talk to us about this solution.
One question is enough. Say who you are and a person who has run this reads it and replies within one business day.