Retention
Keep the customers you already have. Recover the ones you lost.
Your CSMs know their accounts. The worker makes sure nothing slips through.
The success worker acts as a copilot for your CS team—surfacing account health signals, flagging risks before they become churns, and running automated check-ins so your CSMs can focus on the relationships that matter most.
Surface account health in real time
The worker monitors usage, engagement, and support signals across all accounts—and gives your CSMs a clear picture of which accounts need attention and why.
Run automated check-ins
When a CSM defines a check-in cadence, the worker handles it. Personalised outreach, on time, with the right context—so the human conversation starts where it should.
Flag risks before they escalate
When health signals drop, the worker alerts the CSM with context and a suggested action—so they can intervene at the right moment, not after the damage is done.
What teams get
3×
More accounts managed per CSM
80%
Of check-ins handled autonomously
40%
Earlier detection of at-risk accounts
“Until now I had to look in many different places to get context on each account. Now I have a copilot that helps me in every meeting, every communication—and when we think it's right, handles it directly.”
Óscar — Success & Onboarding Lead, Metricool
3× more accounts per CSM · 80% of check-ins automated
Common questions
See it on your stack.
We’ll map the right workers to your team’s actual operations—no generic demo.