Start with a Marketplace template
The Marketplace ships pre-built Agents you can clone in one click. Adapt them to your segments, your renewal cadence, your playbook. Or build a custom Agent from scratch.Atlas, the Account Analyst
In-depth research on an account, producing a structured report — useful before QBRs and renewal conversations.
Apla, the Account Planning Agent
Researches an account and writes the plan back to your CRM — handy for expansion across the book.
Browse the Marketplace
The full catalog of Agents — health scoring, renewals, QBR prep, customer comms.
Pick your path
How hands-on do you want to be? Pick a tab — the rest of the page is written for you.- No build
- Build visually
- Build with AI
You don’t need to touch the builder. Open the cloned Agent above, ask in plain English, and let it work across the systems it’s connected to.
Sharpen the answers with knowledge
Upload your CS playbooks, segmentation rules, renewal use case docs, and product positioning. Every conversation references them — sharper output, no new setup.Add knowledge
Upload context once. Every conversation references it.
Make it run on its own
When you find yourself summarizing the same account state every Monday, set a trigger — every CSM gets a weekly book-of-business digest, every at-risk account auto-flags. One toggle, no code, no builder.Triggers
Schedule runs, fire on CRM events, listen to webhooks.
Ready to go further?
When prompting and templates stop being enough — when you want the Agent to follow your team’s playbook word for word and orchestrate cross-system signal monitoring — pick the Build visually tab above.The four levels in customer success
How the autonomy ladder plays out across your book of business:L1 — Assisted
A CSM asks the Agent to summarize Acme’s last quarter before a check-in — the Agent returns a snapshot with usage, tickets, and any deal-stage shifts.
L2 — Copilot
A CSM asks for renewal plans across 12 accounts — the Agent drafts each plan, the CSM reviews and queues outreach.
L3 — Autopilot
Product usage drops on a key account → health score updates → the CSM is alerted with a draft outreach plan, all without anyone touching a dashboard.
L4 — Self-driving
You set the objective — “reduce gross churn” — and the Workforce scores health, drafts outreach, and logs to the CRM, with its risk-signal criteria tuned through evals as churn outcomes flow back.
Zoom into a single use case
Each use case below is a working entry point — clone a template, then run it, shape it visually, or build with AI depending on which tab fit you.Account health & churn signals
Score every account on health with reasoning, not just a number. Surface risk before renewal.
QBR & business review prep
Auto-generate exec-ready QBR decks from CRM, support, and usage data — minutes, not hours.
Renewal & expansion outreach
Draft account-aware renewal and expansion plays for every account, every quarter.