Onboarding handoff
A closed deal starts onboarding: tasks, kickoff and the sales context passed to the CS team.
Automation & integrations →For customer success teams
Automation and AI for customer success teams.
We build the systems behind onboarding, account reviews and support: the sales context reaches your team when a deal closes, an account summary is ready before each call, and accounts at risk are flagged before renewal. Each system has a named owner on your team.
Who it is for
Does this sound like your team?
Good fit
- New customers wait while sales context is passed on by hand.
- CSMs open four tools to prepare for one call.
- You learn about renewal risk when the customer says they are leaving.
- The same support questions are answered from scratch every day.
Not sure yet?
The Technical Diagnostic maps your systems, data and workflows in 2–3 weeks and tells you what to build first.
See the Technical Diagnostic →Examples
What we can build for customer success teams
Each example links to the service that builds it.
Account summary before a call
Pulls CRM, product usage and support history into one brief before each customer call.
AI agents →Renewal alerts from usage data
Flags accounts with falling usage or open issues before the renewal date.
AI agents →Support ticket triage
Reads new tickets, tags and routes them to the right team, and drafts a first reply for review.
AI agents →Tools
Built with
- HubSpot
- Pipedrive
- n8n
- LlamaIndex
- Python
- APIs and webhooks
Not sure where to start?
Where to start
5 minutes · free · no sign-up
Readiness check
Ten questions about your systems, data, workflows and documents. You see where you stand and where we would start.
Start the readiness check →2–3 weeks · fixed scope
Technical Diagnostic
A review of your systems, data and workflows. You get an audit report and an engineering roadmap you can use with any team.
See the Technical Diagnostic →How every project runs
From diagnostic to a system your team owns
- 01
Technical Diagnostic
2–3 weeks: audit report and roadmap.
- 02
Build in sprints
4–6 weeks each, documented as we go.
- 03
Hand over to a named owner
Documentation, a runbook per tool and training for the person on your side who owns it.
- 04
Ongoing support, if you want it
Monitoring, fixes and small builds. We act as the second line behind your owner.
FAQ
Frequently asked questions
Not sure where to start? The Technical Diagnostic is the first step for every build.
Which support and product tools do you connect?
The ones you already use. We connect them through APIs and webhooks, and the Technical Diagnostic confirms what fits your stack.
Will an agent reply to customers on its own?
Not unless you decide it can. Replies are drafted for review by your team, and every action is logged.
What does our team need to prepare?
A list of the questions customers ask most, the documents that answer them, and a person who owns that content.
How long does it take?
We start with the 2–3 week Technical Diagnostic. The build runs in sprints of 4–6 weeks.
Tell us what slows your team down.
A 30-minute call. We’ll tell you what we’d build first.
What happens next
- 130-min callWe look at your situation and tell you what we would build first.
- 2Technical Diagnostic2–3 weeks, fixed scope: audit report and roadmap.
- 3Build in sprints4–6 weeks each, documented and handed over.