Customer Operations at Scale, Simple Tickets to Complex Cases.
Onboarding, expansion ops, retention triage, billing inquiries, support resolution. One agent across Salesforce, HubSpot, Stripe, Intercom, Snowflake, and the rest of the modern SaaS stack, on duty 24/7 in every market you sell to.
Account #4291 · Health-score drop
Product usage signal
active users -42% (7-day)
Billing posture check
on-time, no failures
Support thread review
2 open tickets
Expansion play drafted
champion email + agenda
CSM brief delivered
in Slack, with context
Triaged end-to-end in 11 seconds
CRM · billing · helpdesk · telemetry, closed-loop
What's achievable for B2B SaaS teams with Interactive AI
0-0%
Tier-1 Tickets Auto-Resolved
<0s
Mean Response, Email + Chat
0% lift
Upsell Capture
0% reduction
Voluntary Churn
0+ hrs/wk
Reclaimed per CSM
0+ systems
Orchestrated per Interaction
Every SaaS workflow, in production.
Start with one domain, prove it in production, then expand across the operation.
SaaS
Customer Support
SaaS
Onboarding & Activation
SaaS
Billing & Renewals
SaaS
Technical Triage
SaaS
Churn & Save
SaaS
Expansion & Upsell
From Manual Retention Triageto Closed-Loop Customer Operations.
Today
Interactive Agents
Ready when you are
Start with a Pilot.
2-6 weeks
To live production
Fixed
Scope, Fee, Timeline
Day 1
Real customers, real data
Acting, not just logging
Operating across your full SaaS stack, not just the CRM.
Interactive Agents read your billing system, write to your CRM, update tickets in your helpdesk, and act inside your product. The expansion motion stops living in a spreadsheet.
How It Works
Compounding Customer Intelligenceyour CX team owns
Five stages that turn your customer playbooks into an autonomous customer-ops system that gets sharper with every interaction.
Encode your customer playbooks into agent routines
CSM team plays, expansion criteria, NPS thresholds, and policy-checked outreach templates become deterministic routines your CX team owns.
Playbooks
CSM plays + escalation
Expansion Criteria
Usage thresholds + ICP
Outreach Templates
On-brand, policy-checked
Wire the agent into your full SaaS stack
CRM, billing, helpdesk, product telemetry, data warehouse. Read and write across them under role-based access scoped per persona.
Salesforce
CRM connected
Stripe
Billing connected
Intercom
Helpdesk connected
Ship to one customer-ops domain within the 2-6 week Pilot
Start where impact compounds, typically retention triage, expansion ops, or tier-1 support. Success criteria defined before kick-off.
Every customer-facing action evaluated and logged
Brand voice, policy compliance, and accuracy scored on every output. Sensitive cases route to a CSM or AE with full context.
Customer ops authors the playbook, not engineering
When the agent misfires, the trace points to the specific rule. CX leads edit policies directly. No engineering ticket on the critical path.
Enterprise-grade
SOC 2 Type II and ISO 27001 certified · GDPR and EU AI Act in progress
Powered by the platform
Every customer action, fully traceable.
The platform underneath every SaaS deployment, built for CX teams who answer to enterprise customers, SOC 2 auditors, and revenue leadership in the same week.
B2B SaaS Operator Questions
Common questions about deploying production AI inside a B2B SaaS customer-ops function. Can't find what you need?
Build the Operating Layer Underneath Your SaaS.
Start with a 2-6 week Pilot. One domain (typically onboarding, expansion triage, or support resolution), full integration, measurable success criteria, production traffic from week six.