Customer Success Manager Demo
Proactive customer success agent that monitors engagement, predicts churn, and drives account growth
AI Active
Active Customers
1,247
Avg Health Score
78%
At Risk
23
Retention Rate
94.2%
Customer Health Dashboard
Real-time monitoring of customer engagement and risk
Acme Corp
Health: 85%
Risk: Low
Last Activity: 2 days ago
Next Check-in: Tomorrow
Recent AI Actions:
Sent welcome emailScheduled demoShared case study
TechStart Inc
Health: 45%
Risk: High
Last Activity: 12 days ago
Next Check-in: Today
Recent AI Actions:
Sent renewal reminderScheduled urgent callOffered discount
Global Solutions
Health: 72%
Risk: Medium
Last Activity: 5 days ago
Next Check-in: In 3 days
Recent AI Actions:
Sent feature updateRequested feedbackScheduled check-in
InnovateLabs
Health: 91%
Risk: Low
Last Activity: 1 day ago
Next Check-in: Next week
Recent AI Actions:
Referred new customerPosted testimonialExpanded usage
Automated Campaigns
AI-driven engagement campaigns
Welcome Series
ActiveSent:45
Opened:78%
Clicked:23%
Feature Updates
ActiveSent:32
Opened:85%
Clicked:34%
Renewal Reminders
ActiveSent:12
Opened:92%
Clicked:67%
Success Stories
ScheduledSent:28
Opened:71%
Clicked:41%
Quick Actions
Key Features
Customer Health Scoring
Real-time calculation of customer satisfaction and engagement levels
Churn Prediction Analytics
AI models predict customer churn risk with 89% accuracy
Automated Check-in Campaigns
Personalized outreach based on customer behavior patterns
Usage Pattern Monitoring
Tracks feature adoption and identifies expansion opportunities
Upsell/Cross-sell Recommendations
Intelligent suggestions for additional products and services
Retention Strategy Automation
Proactive interventions to prevent customer churn