01
Define Your Key Business Triggers
We connect directly to your sources of customer data and work with you to define the critical events that require action. This could be job changes, complaints, or product usage data showing a clear expansion opportunity.
02
Automate Proactive "Plays"
When a trigger is detected, our system automatically runs a pre-designed "play." For a churn risk, it can create a task in the CRM and assign it to the CSM. For an expansion opportunity, it alerts the Account Manager with the key details. If needed, the same can be done for outreach.
03
Deliver One-Click Actions, Not Just Alerts
Instead of a vague notification, your team gets a specific Slack alert with full context and a templated "check-in" or "upgrade" email. This system uses AI to do the heavy lifting but lets your team make the final call on important decisions with a single click and let the AI perform the action.
