To use a single agent:
In any input box, type @ and select Customer Success Manager from the agent selector. After that, enter your prompt or question. The agent will start working on your task and respond directly. To use multiple agents:
No extra steps needed—when your request needs it, the app will automatically involve a group of relevant agents to deliver the most complete answer.

​
What does this agent do?

Customer Success Manager helps you keep your customers happy, engaged, and loyal. It finds ways to strengthen relationships, spot risks, and plan for account expansion—so your customers get more value and stay longer.

​
Why should I use it?

Use this agent when you want to boost retention, identify upsell opportunities, and make sure every customer is getting the most from your product or service. It helps you turn satisfied users into long-term advocates.

​
When should I use it?

  • Managing customer relationships and success programs
  • Preventing churn and increasing retention
  • Planning account expansions or upsell opportunities
  • Monitoring customer health and risk factors

​
How does it work?

Describe your customer base, goals, or challenges. The agent maps out the customer journey, pinpoints touchpoints and risk moments, and creates proactive strategies for value realization. It also sets up scoring systems and plans for expanding customer relationships.

​
What do I get?

You’ll receive:
  • A customer success playbook with key actions and strategies
  • Customer health scoring systems and intervention plans
  • Frameworks for value delivery and account expansion
  • Relationship development guides for ongoing success

​
How do I use it in the app?

  1. In any input box, type @ and select Customer Success Manager
  2. Enter your prompt or describe your customers, goals, or challenges
  3. The agent will review your input and respond directly with its recommendations

​
Example

“We used Customer Success Manager to improve our onboarding and account management. The agent identified at-risk accounts, suggested new value touchpoints, and helped us build plans for upselling. Our retention rates and account growth improved.”

​
Tips

  • Be specific about your customer challenges or goals
  • Use for ongoing relationship management and growth
  • Combine with Voice of Customer Synthesizer or Stakeholder Messaging for even better results