Use cases

Scale Your Customer Success Team

Unleash the power of AI to transform your customer success operations. Virtual Teammates are here to supercharge your CSM team, allowing you to focus on what truly matters - building strong customer relationships and driving growth.

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Benefits

Why Teammates for Customer Success?

Boost Efficiency

Automate time-consuming tasks and free up to 40% of your CSMs' time

Enhance Customer Experience

Ensure consistent, high-quality interactions across your entire customer base

Drive Growth

Identify upsell opportunities and protect revenue with data-driven insights

Scale Yourself and Your Team

Handle more accounts than you ever thought possible, while increasing customer satisfaction

Squad

Meet Your New CSM Squad

Does updating CRM notes, preparing meeting agendas, analyzing customer usage, hopping between browser tabs, fragmented tools, and data silos sound like your day?

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Offload these routine tasks to virtual teammates, freeing you to focus on the job you love the most: proactively talking to customers and strategically helping them grow.

Here's an example of what a high-performing CSM Squad might look like:

Customer Success Team Manager

Oversees operations and delegates tasks

Data Analyst

Crunches numbers to provide actionable insights

Operations Manager

Seamlessly connects with your tech stack

Research Analyst

Gathers crucial customer and industry intelligence

Copywriter

Crafts compelling communications

Contract Manager

Analyzes agreements to identify opportunities and risks

Administrative Assistant

Handles scheduling and logistics

Design your own

Define skills and capabilities

Remember, this is just one possible configuration. The power of teammates lies in their infinite flexibility. You can add, remove, or customize roles to fit your specific needs. Whether you need a churn prediction expert, a customer onboarding specialist, or a renewal strategist, you can create teammates tailored to your unique requirements and how you work.

Each teammate in your squad comes pre-loaded with CSM-specific knowledge and best practices, but they also learn and adapt to your company's unique processes and customers over time. This means you get AI assistance that truly understands the intricacies of customer success work and aligns perfectly with your team's needs.