Relevance AI
Relevance AI
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Every usage dip diagnosed, not just detected

The Adoption Tracker does not stop at the graph. It finds who stopped, works out why, and takes the action the cause deserves: a fix, a nudge, or an honest question.

API usage down 38% · Ridgeline
Adoption Tracker

Ridgeline’s API usage just fell off a cliff. Finding out who stopped before deciding what to do about it.

Segmenting usage by team4s

The drop is entirely the data team. Every other team is steady, so this is not disengagement.

Checking recent tickets and changes3s

They migrated their warehouse last week and the integration’s credentials broke with it. This needs a fix, not a nudge.

Sending the updated setup guide1s
Booking an enablement call2s
Diagnosed, not just detected. The dip is the data team only: their integration broke in last week's warehouse migration. Everyone else is steady. I sent their admin the updated setup guide and booked an enablement call for Friday. No reminder emails went to anyone, because nobody drifted.

How it works

Usage down 38%Feature unused · 14 daysLogins dropped · MeridianCSM asks for a read
Setup guide sentEnablement call bookedDiagnosed flag to CSMAccount record updated

Triggered by usage movement

When an account’s usage moves past its normal range in your product analytics or CRM, the agent opens an investigation the same day.

Diagnoses before it acts

It segments the dip, checks it against the account’s own history and your release timeline, and decides whether the cause is a fix, a drift, or nothing at all.

Acts through your channels

Fixes and guides go to the affected users by email, enablement calls land on the calendar, and diagnosed flags reach the CSM in Slack.

Without Relevance

With Relevance

A dashboard shows usage down 38%. Someone notices it at the Monday review, a week late.

The agent catches the dip the day it starts and opens an investigation, not just an alert.

The alert says "usage down". Whether it is one team, one bug, or the whole account is someone’s afternoon to find out.

The dip gets segmented by team, user and feature until it has a cause: a broken integration, a departed user, a seasonal lull.

Every dip gets the same reminder email, including the ones your own release caused.

The response matches the diagnosis: a fix and an apology when the cause is ours, a nudge when users drifted, silence when the pattern is normal.

The summer slowdown triggers the same fire drill it triggered last year.

The agent checks the account’s own history first. A dip that matches last year’s seasonal pattern is noted, not escalated.

Adoption gets watched on the accounts big enough to have a named CSM.

Every account’s usage gets the same investigation the day it moves, across the whole book.

When the cause is unclear, the alert ships with a guessed explanation attached.

When the data cannot explain the dip, the agent says so, and hands the CSM the specific questions to ask instead of a fabricated cause.

Held to a quality bar, on every run

Every diagnosis is checked against eval test cases written for this exact job before any action fires. If a run fails the bar, it never ships.

Adoption Tracker

Pass rate · last 14 days

Sampling 2% of live runs · 96% passing this week

Dips are attributed, not just reported96%
Seasonal patterns never raise alarms93%
Unknown causes are flagged as unknown94%
Nudges reach only the users who drifted91%

Train your agent like an employee

Onboard it with your playbooks and correct it in plain English. It learns the lesson for good, and nothing changes until you approve it.

Adoption Tracker
Instructions updated
Tool added
Release notes lookup
13 evals added
Dips are attributed, not just reportedSeasonal patterns never raise alarms+11 more
Publish version 4
PDFAdoption Playbook.pdf240 KB
Handle usage dips the way this playbook prescribes.
Read Adoption Playbook.pdf. Updated my instructions, added a release notes lookup tool, and wrote 12 evals to check every run.
Never nudge users over a dip we caused. If a release or migration broke something, that is our fix, not their reminder.
Got it. I added an eval that fails any user nudge where the dip correlates with one of our own releases, so those runs route to a fix instead.
Teach it something new…
Ask

Built for enterprise teams

Run agents on your real data with the access controls, audit trails, and residency guarantees enterprises require all built in.

Monitoring

Real-time visibility into every agent’s activity, performance, and cost.

RBAC

Control who can use, build, edit, and deploy agents.

Data residency

Multi-region deployment keeps your data within your required geography.

Version control

Full version history on every agent. Roll back to any previous state.

Audit logs

Every action, every decision, every tool call logged and exportable.

Human-in-the-loop

Set approval gates on any action or allow agents to ask questions.

SSO / SAML

Enterprise single sign-on with SAML 2.0. Centralize identity & access.

PII masking

Detect and redact personally identifiable information.

SOC 2 Type IIGDPROTEL & Delta Sharing
KPMG
"The ability to be vendor agnostic and the ability to scale across a breadth of functions is a really key feature."

Levi Watters

Partner, KPMG Australia

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Autodesk
"The key for us was how we can modularize industry knowledge and the best playbooks, and apply it."

Allen Roh

Senior Marketing Manager, Autodesk

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Canva
"We're looking for every place where AI can allow sellers and customer success reps to be more engaged with customers."

Rob Giglio

Chief Customer Officer, Canva

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"The ability to be vendor agnostic and the ability to scale across a breadth of functions is a really key feature."

Levi Watters

Partner, KPMG Australia

Read more

Team it up with more customer success agents

Deal won
  1. 1
    Handoff brief sent
  2. 2
    Intro email sent
  3. Kickoff booked

Customer Transitioner

Hands new customers off from sales to success.

Kickoff call done
Data imported
8 seats activated
Go-live Friday

Onboarding Guide

Drives new customers through every setup step.

Renews · +24%Push multi-yearFlat renewal

Renewal Manager

Tracks renewals and preps the motion early.

Seats
New team
Usage
Sponsor
Upsell

Upsell & Cross-Sell

Spots upsell and cross-sell potential per account.

Can't reset my password
Sent a reset link — you're all set
Ticket resolved

Support Triage

Classifies, prioritizes and routes inbound tickets.

Q2 Review

QBR Prepper

Assembles QBR decks with the metrics that matter.

72
Apr
55
May
42
Jun
Trigger exec check-in

Churn Risk Detector

Flags at-risk accounts and suggests next steps.

Every agent you add shares one stack

These agents all run on one platform: one gateway, one router, one eval suite, one audit trail. Every agent after the first ships faster.

  • Triggered by key events or signalslike Zapier
  • Given access to contextlike Zep
  • Connected to your appslike Composio
  • Access to all LLMslike OpenRouter
  • Performance evaluatedlike Braintrust
  • No-code agent builderlike Dust.tt
  • Coordinated into teamslike CrewAI
  • Chained into multi-step processeslike n8n
  • Kept alive through long-running worklike Temporal
  • Traced at every step of every runlike Langfuse

Put the Adoption Tracker to work this quarter

We partner with enterprise teams to take this work off their plate. An agent built with you, proven against your quality bar, and live in weeks.