Use case · Customer success team
CS

Renewal risk
before it shows up in CRM.

CS teams federate CRM, support tickets, product analytics, and Slack — account health, escalation context, and QBR prep with citations across every touchpoint.

All use cases
Federation path

Customer success joins
your full stack.

Cu
Customer success
Gyri graph
Support + product
How teams work

From signup to
live workspace.

01

Unify account signals

HubSpot, Intercom, Zendesk, Mixpanel, and Slack threads on one account graph.

02

Cited account briefs

CSMs and agents pull renewal context with links to tickets, usage, and exec email.

03

Write-back insights

Risk flags and success plans persist as typed insights — visible to sales and product.

04

CS buildout

We configure health dashboards, renewal workflows, and MCP playbooks for your book of business.

Federated sources

Stack this team uses.

Typical connectors for this team — swap for your stack during signup.

HubSpot CRM, marketing, sequences Native
Intercom Support tickets Native
Zendesk Ticketing & help center Native
Mixpanel Product analytics Native
Slack Team comms Native
Plan

Required tier

Pro

Pro includes workflows, product analytics connectors, and agents for renewal automation.

Get started

Start free

Start free with CRM + Slack + one support source. Prep your CS buildout at signup; production renewal workflows typically need Pro.

Your buildout request is saved at signup and queues after you verify email and send your first command through Claude MCP.

Related: Workflow automation

Ready to build?

Edit the prepopulated buildout request on signup — we start when Claude MCP connects.

How it works