The all-in-one AI plugin for Customer Success Managers

Skills for customer success managers 17

• customer engagement assistantBuilds onboarding plans, health scores, upsell lists and playbooks, for example a 30-day onboarding plan for a new enterprise account.
• customer success managerScores account health and builds retention and renewal plans, for example a renewal plan for an account with falling logins.
• customer insights analystSegments customers and predicts churn, sentiment, lifetime value and pricing views, for example grouping accounts by usage tier.
• product usage analytics assistantTurns usage exports into adoption reports, behavior segments and upsell leads, for example finding accounts that never used reporting.
• customer feedback insight assistantCategorizes raw feedback into sentiment and trend reports plus response drafts, for example sorting 200 survey comments into themes.
• customer issue resolution assistantGuides triage, root cause, prioritization and resolution plans, for example a plan for a billing failure hitting ten accounts.

Plus a start-here assistant, the prompt library and the app builder, and for members the daily brief.

Ready-made prompts 261

• Automated Customer Responses26 prompts, like Answer Customer Product Questions
• Personalized Customer Engagement19 prompts, like Create Personalized Success Plans
• Sentiment Analysis13 prompts, like Analyze Competitor Sentiment
• Customer Journey Mapping10 prompts, like Identify Customer Touchpoints
• Churn Prediction20 prompts, like Analyze Customer Sentiment for Churn
• FAQ and Knowledge Base Creation27 prompts, like AI Response Optimization Plan
• Trend Analysis8 prompts, like Collect Data for Trend Analysis

Apps you can build with AI 6

• Churn research serviceBuild it to combine customer exit reasons with account history, so you see what happened without assuming one caused the other. Demo included.
• Source-linked onboarding and feature adoption assistantBuild it to run onboarding and feature adoption in one owned tool instead of renting several subscriptions. Demo included.
• Customer expansion researchBuild it to find expansion openings backed by evidence, not automatic upsell suggestions you cannot defend. Demo included.
• Personalized marketing and support coordination portalBuild it to run personalization, campaigns, support and analytics from one place your team controls. Demo included.
• Customer feedback insight and prioritization workspaceBuild it to turn scattered feedback into prioritized product insights, each one traceable to its source. Demo included.
• Source-linked conversational support and feedback consoleBuild it to cut handling time and lost context, with every answer traceable back to a source. Demo included.

AI agents 12

In the download. An agent runs a whole recurring task for you, step by step, and asks you before anything important. Ask your AI: "Run the Sales Renewal Commitment Review Agent". Each one also has a guided set-up with sample data on its page.

• Sales Renewal Commitment Review AgentAccount teams know every unfulfilled commitment before renewal.
• Call Escalation Callback AgentMake sure every promised callback happens on time and is recorded.
• Script and Knowledge Article Gap AgentClose the top gaps in scripts and articles and confirm that they reduce long calls and repeat contacts.
• Outage Surge Communication AgentGive agents and customers one accurate message during an outage and keep it up to date.
• Account Setup Blocker Chaser AgentFind stuck customers early and move each of them to the next setup step.
• Kickoff Call Preparation AgentStart every kickoff with a verified summary of what was sold, what the customer expects and who is involved.
• Training Session Attendance Recovery AgentMake sure every key user finishes training, either live or through a catch-up path.
• Welcome Sequence Personalization AgentGive each new customer the welcome track that fits their plan and role and switch it when they stall.
• Executive Sponsor Change Alert AgentDetect a sponsor change early and have a new relationship in place before renewal risk grows.
• Feature Request Closure AgentMake sure every customer who asked for something hears back when it ships or is declined.
• Customer Health Survey Follow-up AgentMake sure every low survey score gets a personal reply and a check that the issue was solved.
• Customer Churn Save AgentAt-risk customers are found early and contacted with a message that fits their cause.

Connections (MCP servers) 12

A guide in the download. A connection lets your AI work in an app you already use. You add only the ones you use: ask your AI "Which apps can you connect to?" and follow the steps on each connection's page.

• Attio MCP serverLet your AI read your Attio company records and notes, and write new notes for you.
• Outlook Assistant MCP serverLets your AI read, search, send, and organise your Outlook email, calendar, and contacts from the chat.
• Outlook MCP serverLets your AI read, search, draft and send Outlook email and browse your OneDrive files for you.
• Google Workspace MCP serverLets your AI read and write your Gmail, Calendar, Drive, Docs, Sheets and more, all from one chat.
• MCP Emails serverLet your AI read, search, send and organize email in your own mailbox. No install needed.
• ChatterBox MCP serverSend a ChatterBox bot to your Zoom or Google Meet call and get the transcript, recording, and a summary.
• PipesHub MCP serverLets your AI search across your work apps like Google Workspace, Microsoft 365, Slack and Jira, and answer with the sources it found.
• WayStation MCP serverConnect your AI to Notion, Slack, Jira, Airtable and other work apps so it can look things up and update them for you. No install needed.
• Google MCP serverLets your AI read and send Gmail, manage Calendar events, browse Drive files and handle Tasks for you.
• One MCP serverLet your AI work with Gmail, Slack, Stripe, Notion, GitHub and hundreds more apps through one connection. Official. No install needed.
• Mail MCP serverLets your AI read, search, send, reply to and forward email across several accounts for you.
• Fluxmail MCP serverLet your AI read, search, draft, send and organize email across your mailboxes. Official.

Your Grok Bot team 12

• Customer Success ManagerAssesses customer health, prevents churn, and finds upsell opportunities using confirmed data.
• Product Usage Analytics AssistantTurns product usage data into churn risk, upsell leads, and adoption insights for customer success managers.
• Churn Prediction and Retention AssistantPredict churn, segment at-risk customers, and generate retention actions from your customer data.
• Quarterly Business Review BuilderBuilds a client QBR from a folder of artifacts, proving value and surfacing risks.
• Churn RadarWatches account health signals and tells you which customers to call this week.
• Customer Engagement AssistantPersonalized customer engagement for Customer Success Managers.
• Customer Success Response ManagerHandles customer conversations, support, and retention for Customer Success Managers.
• Sentiment Insight CompilerAnalyzes customer feedback, social media, and reviews to reveal sentiment, churn risks, and growth opportunities.
• Customer Issue Resolution AssistantGuides customer success managers through issue triage, resolution, and proactive monitoring.
• Client Health DashboardGenerates a prioritized client health report with RAG status and recommended actions.
• Customer Success Trend AnalystTurns customer data into trend insights and proactive success actions.
• Contract Renewal RadarSweeps your contracts folder and calendars every renewal decision deadline before it's too late.