Health you don't have to assemble
Every account carries a current health summary — usage, tickets, sentiment, renewals — built from your connected systems and refreshed on schedule.
AI for Customer Success teams
Every account watched — churn risk flagged before the QBR.
The Customer Success pack keeps living health summaries on every account, nudges adoption where it stalls, and flags churn risk with the evidence attached — so CSMs spend their time on saves, not spreadsheets.
Connects to Gainsight · Salesforce · Slack — plus anything with an API
Observability
latency (ms)
Faithfulness0.98
Citation cov.0.95
Safety1.00
promptcontextmodeltoolsapprovaloutput
ai-insights ▸ quality { overall: 100 }
Day one
What customer success teams see when they log in.
Not a blank canvas — a working role with default goals, allowed tools, and the guardrails already on.
Adoption nudges that ship
Stalled feature adoption triggers drafted outreach in your playbook's voice — you approve the touch, the agent handles the assembly.
Churn flags with receipts
Risk alerts arrive with the why: declining usage curves, open escalations, sentiment turns — evidence a CSM can act on, not a black-box score.
Skills invoked · governed by policy & licensing
data.summarizerisk.assesscomms.draft_response
Systems
GainsightSalesforceSlack
In the pack
The Customer Success Agent ships ready to work.
Summarizes supplied account context, assesses potential risk, and drafts outreach; it does not monitor accounts or send messages. Installed from the library, wired to your systems, and run through the same 8-gate chain as everything on Cortex.
- Summarize supplied account context
- Assess potential retention risk
- Draft outreach for review
Governed for this role
Proactive with customers. Conservative with their data.
Success agents read across systems to build the picture — under permissions that scope exactly what account data each agent may touch, with every summary traceable to its sources.
- Account data access scoped per agent through ontology permissions
- Outreach drafts pend until the CSM approves the touch
- Health scores explain their drivers — no unexplainable numbers
- Every summary cites its sources into the ledger
audit/verify
ok: true
verifyChain ▸ chained SHA-256 · signed receipts
FAQ
What customer success leaders ask.
Where do health scores come from?
From your connected sources — product usage, support tickets, CRM, and communications — combined by an agent whose scoring drivers are explained on every output. If you can't see why, it doesn't ship.
Can the agent email customers directly?
Only in the autonomy mode you set. Most teams run suggest-or-approve: the agent drafts, the CSM sends. Autonomous sends are possible for low-risk touches, with the oversight dial per agent.
What systems does it connect to?
Gainsight, Salesforce, and Slack drivers ship in the catalog, with the generic REST driver and OpenAPI import covering proprietary usage stores.
Keep exploring
Where to go next.
Agent Library
Every Customer Success agent and skill, filterable across the 21,500+ item catalog.
All roles
Ten more enterprise role packs — from Service to Field Operations.
Agent Studio
Extend the pack or build your own role — no code, full governance.
Pricing
Individual, Team, and Business — governance included on every plan.
Put a governed Customer Success to work this week.
Start a free trial, install the pack, and connect your systems — or bring us one workflow and we'll demo it end to end.