Customer Success Agent Bundle
This bundles all the agents needed for driving customer success inside your hubspot or Salesforce CRM. Outcome agent, CSQL agent, Risk agent, Engagement agent
CSQL Agent
The CSQL Agent leverages data to uncover customer buying patterns, analyzing emails, meetings, and product usage to generate Customer Success Qualified Leads. These leads can be validated and managed in your CRM, turning them into new sales opportunities.
Allocation Agent
Accelerate initial allocation, replenishment and rebalancing. Boost in-stock rates and sales while eliminating manual efforts. Maximize revenue by allocating with real-time insights
Planning and Allocation Agent Bundle
Contains the key planning and allocation agents Allocation, Scenario Planning and Recommendations.
Outcome Agent
The Outcome Agent partners with customers from the sales stage, aligning efforts towards achieving the right outcomes. By crafting compelling use cases and defining key KPIs, the agent ensures a seamless transition from sales to post-sales teams, promoting retention and growth.
Sales Agent Bundle
Contains all our current sales agents - Beta
Engagement Agent
The Engagement Agent helps engage customers effectively with tailored strategies, generating and capturing interactions in a structured format. It drives meaningful engagements, from QBRs to case study sharing, to boost adoption and customer satisfaction.
Reporting agent
Generate exec reports on the fly to meet your business needs. Streamline the Monday rush and empower decision making. AI generate reports to meet specific business needs and created insights to support those reports.
Risk Agent
The Risk Agent helps identify and address potential customer churn before it occurs, using historical data and industry insights to detect risks. With playbooks and escalation protocols, your team is equipped to mitigate risks and ensure customer retention.
Rebalancing agent
Accelerate initial allocation, replenishment and rebalancing. Boost in-stock rates and sales while eliminating manual efforts. Rebalancing agent instantly rebalance inventory for optimal stock using weekly sales, store inventory and seasonal trends.
Replenishment Agent
Accelerate initial allocation, replenishment and rebalancing. Boost in-stock rates and sales while eliminating manual efforts. Replenishment agent reorder replenishment to on-demand needs and AI generated forecasts.
