AI for customer success
15 workflows. Churn warnings, QBR prep, renewal lists and account plans, built from your usage data, tickets and CRM instead of by hand.
$149/month per workspace · Unlimited people · AI usage billed by your provider
- 66%
- of customer success managers still spend a big part of their day on repetitive admin processes. Vitally, 2023 survey of 679 CSMs
All customer success workflows.
15 workflows
- Start here Flag accounts at risk of leaving Get a weekly list of customers showing signs of churn, with the reason for each. Customer success · On a schedule Works with Amplitude, Mixpanel, Intercom, Pylon, HubSpot, Salesforce, Stripe, PayPal.
- Start here Prep a quarterly business review Get the QBR deck drafted from usage, tickets and goals. Customer success · When you ask Works with Amplitude, Mixpanel, Intercom, Pylon, HubSpot, Salesforce, Stripe, PayPal.
- Start here Summarize renewals coming up See every renewal in the next 90 days with health and risk. Customer success · On a schedule Works with HubSpot, Salesforce, Stripe, PayPal, Amplitude, Mixpanel.
- Write a one-page account plan Goals, blockers, next steps and renewal date on one page. Customer success · When you ask Works with HubSpot, Salesforce, Granola, Fireflies.
- Run onboarding check-ins New customers get the right nudge at the right step of onboarding. Customer success · On a schedule Works with Amplitude, Mixpanel, Gmail, Microsoft 365, HubSpot, Salesforce.
- Weekly update to the customer's executive Send a short progress note to the customer's sponsor without writing it from scratch. Customer success · On a schedule Works with HubSpot, Salesforce, Intercom, Pylon, Gmail, Microsoft 365.
- Catch the meaning of a customer email Know when a customer is unhappy even when the email is polite. Customer success · When something happens Works with Gmail, Microsoft 365.
- Find expansion opportunities Spot accounts that are outgrowing their plan. Customer success · On a schedule Works with Amplitude, Mixpanel, Stripe, PayPal, HubSpot, Salesforce.
- Answer "what did we promise this customer?" Find every commitment made to a customer across emails, calls and contracts. Customer success · When you ask Works with Gmail, Microsoft 365, Granola, Fireflies, Box.
- Turn a customer call into actions After a customer call, the notes become tasks, a recap and CRM updates. Customer success · When something happens Works with Granola, Fireflies, HubSpot, Salesforce, Linear, Asana.
- Get renewals ready early Every renewal gets a prep task, an update request and an assembled pack, so the agent isn't rushing in the last week. Customer success · On a schedule Works with HubSpot, Salesforce, Gmail, Microsoft 365.
- Chase hiring managers for interview feedback Maito chases overdue interview feedback and shows which decisions are slipping, without ranking candidates. Customer success · On a schedule Works with Gmail, Microsoft 365.
- Ask for a review after each finished job Each finished job gets the same neutral review request, and unhappy customers are routed to support first. Customer success · When something happens Works with Slack, Email.
- Track promises made to clients Candidate promises in email and call notes become tasks with an owner and date, so nothing gets buried. Customer success · When something happens Works with Gmail, Microsoft 365, Granola, Fireflies, Linear, Asana.
- Prepare monthly client reports Pull the month's numbers from each platform, check they line up and draft the commentary for the strategist to review. Customer success · On a schedule Works with Amplitude, Mixpanel, Windsor.ai, Supermetrics, Airtable, Microsoft 365.
Where AI helps a customer success team.
Maito pulls together what a CSM would otherwise gather across five tools. It flags accounts at risk of leaving by reading analytics, support tickets, your CRM and billing. It prepares a quarterly business review, writes a one-page account plan, and summarizes renewals coming up. It also turns a customer call into actions and answers what you promised a customer from emails and call notes.
The relationship stays with the CSM. The CSM decides what to do about a risky account, adds context to a review and presents it, and approves the weekly update before it reaches a customer's executive. Maito reads and drafts. It does not send to customers on its own, and it does not decide how to raise an expansion.
Start with the quarterly business review for one account. Connect your CRM, support desk, analytics and billing, then ask @Maito in Slack to prep the review. Compare it with the one you would have built. If it saves you an afternoon, set up the at-risk flag as a Loop that posts to your team channel every week.
Questions.
Whatever you connect: product analytics for usage, your help desk for tickets, your CRM and billing for contracts and renewals.
It drafts check-ins and updates. A CSM decides what to send.
Minutes for the workspace: create it, connect your AI provider and connect Slack. Each workflow then takes one request to your agent, plus signing in to any tool it needs.
No. You set up each workflow by asking your agent in plain words. A repository is only needed for coding work.
$149 per workspace per month, with unlimited people and $20 in cloud credits each month. Your AI provider bills its usage separately.