The agentic OS for Customer Success

Give every CSM
a team of agents.

A workforce of AI agents and a predictive signal engine, working as one. The agents run research, drafts, monitoring, and forecasting around the clock. Your CSMs do the work humans are best at: building relationships, winning trust, and driving expansion.

app.customersignal.com / priority
Good morning, Aimee · Tuesday, March 11
Synced 2 min ago
Needs your action today
12
Drafts awaiting review
8
Expansion opportunities
34
Quarterly NRR trend
112.4%↑ 4.2
Priority Queue 12
All accounts · Today
Acme Corp $48K ARR · Renewal 94d Churn Risk
6 ↓3 NPS
Champion engagement ↓60% 94%
Adoption stalled at 3/12 features 91%
Diagnosis Champion silent 14d after VP Eng departure. Risk Analysis recommends exec outreach — predicted churn 73% → 22% with intervention.
Northstar Labs $112K ARR · Renewal 187d Expansion Ready
9 ↑1 NPS
Seat utilization 96% · 3 new admins added 98%
API volume trending +180% 72%
Opportunity Expansion Analysis quantifies +$38K ARR (Enterprise tier + Analytics add-on). Champion is a 4-quarter promoter — 68% win likelihood.
Meridian Health $76K ARR · Renewal 312d Healthy · Watch
8 NPS
4 new user activations this week 81%
Possible new use case detected 42%
Auto-handled NPS agent triggered advanced workflow education to 4 new users. No human action needed — re-evaluating in 7 days.
Agent Inbox 8
Awaiting review
Outreach Drafting 7 min ago
Renewal pitch drafted
For Meridian Health — 312d to renewal. Tone matched to your last 3 sent emails.
Account Research 28 min ago
Q4 briefing ready
Northstar Labs — new VP Eng announced this morning, plus updated org map and recent news.
Expansion Analysis 1h ago
+$38K expansion proposal
Northstar Labs — Enterprise tier + Analytics add-on. 68% win likelihood based on similar accounts.
Risk Analysis 2h ago
New risk: Atlas Group
Champion departure pattern detected. 3 of 5 power users inactive 10d+. Diagnosis ready.
Built for

Customer Success teams managing $10M+ ARR

A multi-agent workforce, purpose-built for Customer Success.

Specialized AI agents, each trained on a specific CS discipline. They run continuously, coordinate through a shared signal layer, and hand off to humans when it matters.

Autonomous
Account Research
Specialist · Always-On

Continuously researches every account — recent funding, leadership changes, product news, hiring patterns, public sentiment — and surfaces context the moment a CSM opens an account.

Now Working
Drafting Q4 briefing for Northstar Labs — new VP of Eng announced this morning.
312
briefs this week
~38h
saved
Proposes
Next Best Action
Strategist · Per Account

For every account, NBA predicts the single highest-ROI move available right now and ranks alternatives by expected impact. Proposes plays; CSMs approve the ones worth running.

Now Working
12 plays queued for review. Top recommendation: exec outreach to Acme Corp — 73% → 22% churn impact.
847
accounts scored
94%
play accuracy
Autonomous
Risk Analysis & Diagnosis
Sentinel · Always-On

Monitors every signal across every account, 24/7. Detects churn risk early, diagnoses root cause (product, sentiment, relationship, or organizational), and escalates with a full picture, not just a number.

Now Working
Flagged 3 new at-risk accounts overnight. Diagnosis: champion departure pattern at Atlas Group.
38
risks active
91d
avg lead time
Autonomous
NPS
Voice of Customer · Always-On

Runs NPS at user and account level continuously throughout the customer lifecycle. Analyzes open-ended feedback. Pipes sentiment directly into every other agent. Drafts closed loop communications.

Now Working
Survey fired to 17 power users hitting feature milestone. Response rate: 64%.
2.4k
responses/mo
4.1×
vs. scheduled
Proposes
Expansion Analysis
Hunter · Continuous

Scans every account for expansion signals: seat saturation, new admins, API growth, sustained promoter NPS. Quantifies the opportunity in ARR. Proposes the move; your CSM engages and closes it.

Now Working
34 expansion-ready accounts identified. Proposed pipeline impact: +$1.2M ARR this quarter.
68%
avg win rate
+38%
NRR uplift
Proposes
Outreach Drafting
Writer · On Demand

Writes the email, the QBR deck outline, the executive briefing, the renewal pitch; all grounded in account context, recent activity, and your team's voice. CSMs edit and send. No more blank pages.

Now Working
Drafted 24 outreach pieces this week. Queued: renewal pitch for Meridian Health — awaiting CSM review.
~22h
saved/CSM/wk
87%
sent as-drafted
Orchestration layer. All agents share one signal stream. Risk Analysis briefs Outreach Drafting. Expansion Analysis prompts Next Best Action. They work as a team and report into yours.
847
Accounts covered

When the answer is in your data, ask the team.

Your agents run continuously in the background. When something specific comes up about an account, a customer segment, your whole book of business — ask in plain language. The same workforce that built the brief is the one that answers the question. And if you want them to do something, just say so.

app.customersignal.com / ask
Ask · The team is listening
6 agents available
You · 9:14 AM
Which of my financial services accounts look most like Atlas Group did 90 days before they churned? Draft a re-engagement plan for the top three.
Routed to Risk Analysis Outreach Drafting
Cross-referenced 47 financial services accounts against the Atlas pre-churn signal pattern. Three strong matches.
Northbridge Capital
87% match
  • Adoption dropped 34% over 30 days
  • Champion silent for 18 days
  • NPS detractor in last survey
Bluestone Partners
81% match
  • Two key seats unprovisioned
  • QBR rescheduled twice this quarter
Crestview Holdings
73% match
  • Support volume +220% month over month
  • Login frequency halved since February
Re-engagement plan drafted for all three. Outreach Drafting routed it to your inbox — sequenced by urgency, grounded in each account's specific signals.
Routed to
Risk Analysis
Running
Outreach Drafting
Queued
Sources consulted
Account profiles 47
Months of product usage 18
NPS waves 4
Support tickets 1,284
Try asking
"Who hasn't logged in this week and has open expansion potential?"
"Build a QBR deck for my top 5 accounts by ARR."
"Which customers are likely to refer us right now?"
Ask anything about your customers — or tell the team what to do…

The intelligence layer your agents run on.

Agents don't act on hunches. Every move is informed by a live predictive engine: correlating signals across your customer base, learning which combinations matter, and forecasting where each account is heading.

app.customersignal.com / signal-engine
Signal Engine — Account Forecast
847 accounts Model confidence 91.4%
Acme Corp · 90-day trajectory
NPS + engagement composite, with intervention scenarios
90d forecast
High Mid Low NOW -90d -45d Today +45d +90d
Historical
With intervention
No action
Downside risk
Active signal paths
1,248 +47
Learned combinations
Adoption <30% + NPS drop ≥2 + Champion silent
Churn within 90 days 89%
Seat util >90% + NPS ≥9 sustained
Expansion convertible 76%

Day one it works. Day one hundred, it knows your product.

Most agent platforms ship the same brain to every customer. CustomerSignal tunes to your product, your customers, your expansion patterns. Every signal it processes, every play that lands, every survey response, the system gets sharper at predicting what happens next in your business.

Model confidence — your tenant
Prediction accuracy on 90-day account outcomes, since onboarding
Trending up
Day 1 Day 30 Day 60 Day 90

Signal weights tune to your data

Generic SaaS leading indicators on day one. Within ninety days, the model knows which behaviors actually predict retention, expansion, and churn — for the product you ship, not the textbook one.

Typical SaaS model Your product's model

Agent playbooks adapt to what works

Outreach that closes gets reinforced. Plays that don't move the needle, get pruned. The agents learn your team's voice, your customers' triggers, and what "good" actually looks like in your business.

Generic templates Your custom playbook

Customer archetypes surface from your data

Generic ICPs on day one. By month three, the system has surfaced the personas in your data that expand, churn, and refer — including the ones your team didn't know existed.

5 textbook segments 23 learned archetypes

Five customers in, the model sees patterns. Fifty customers in, it sees patterns you didn't know existed.

CSMs spend most of their time on low-ROI work.

"After a decade building tools for Customer Success and CX teams, I watched the same pattern in every company: brilliant CSMs hired for their relationship instincts, then buried under research, drafting, data hygiene, and reactive triage. Little time was left for the most important part: building the relationship and actively growing accounts."

C
Chad · Founder, CustomerSignal
Previously, Promoter.io

The work that fills CSM calendars isn't relationship work. It's preparation, paperwork, and pattern-matching. The kind of work agents do faster, more consistently, and at a scale a human team simply cannot match.

01
Hours of account research before every call: pulling news, funding rounds, leadership changes, recent tickets, NPS history. Agent work. Not human work.
02
Drafting the same emails, briefings, and QBR decks over and over, for every renewal, every check-in, every escalation. Agent work. Not human work.
03
Manually scanning dashboards to find which of 470 accounts need attention this week, and missing the early signals on half of them. Agent work. Not human work.
04
NPS surveys sent once a year, disconnected from product behavior, with responses no one ties back to action. Agent work. Not human work.

Give that work to agents.
Give the humans back what they should be focused on: growth.

Three foundations of a Customer Success Operating System.

Each one is necessary. None of them exists in one place today. That's the gap CustomerSignal fills.

01

Behavior fused with feedback.

Product data tells you what customers did. NPS and qualitative feedback tell you how they felt. Neither alone predicts outcomes — together they do, with unprecedented accuracy. This fusion is the core of the engine.

02

Signal-triggered engagement.

No more "day 7 email, day 21 check-in." Onboarding, education, and drip content fire when the customer's data says they're ready — not when the calendar says to send it. Your content library becomes a library of responses.

03

Agents that act, not dashboards that watch.

Six specialized agents handle the work CSMs were never meant to spend their days on — research, drafting, monitoring, scoring, surveying. They run continuously, hand off cleanly, and free your humans to do what no agent ever will.

Set your Customer Success team up for success.

Don't hire CSMs because they're great with people and then watch them spend most of their week on work that has nothing to do with people. Those days are over.

CustomerSignal is a different kind of Customer Success platform. Agents take the prep, the research, the drafting, the monitoring. Your CSMs get back to relationships, expansion conversations, and the strategic work that actually moves NRR.

Win more expansion conversations
Expansion Analysis surfaces them. Outreach Drafting prepares them. Your CSM closes them.
Catch churn 91 days earlier
Risk Analysis runs 24/7 — diagnosing root cause, not just flagging a score.
Cover 3× the book of business
When agents handle preparation, monitoring, and drafting, one CSM scales without sacrificing depth.
Give CSMs back their week
Agents handle the 80% of work that drained them. Humans focus on the 20% that builds careers — and customer relationships.

The Customer Success Operating System today. The operating system for every customer-facing team tomorrow.

CustomerSignal starts with CS, because that's where the revenue math is most urgent. But the same agent workforce, with signals fused with feedback and action grounded in intelligence, extends naturally to Marketing, Product, and Support. One operating layer for the entire customer-facing organization.

CustomerSignal for CS
For Marketing
For Product
For Support

Be first when the
agents go to work.

Early access opens soon. Waitlist companies get a first look at the Customer Success Operating System, founding-customer pricing, and a direct line to the product team.

No spam. No sharing. Just product updates and early access.