Voice AI for Customer Success Teams
Proactive Client Check-ins & Retention Calls at Scale
Run proactive check-in calls, collect NPS and feedback, handle renewal conversations, and identify at-risk accounts — all automated, so your CS team focuses on strategic relationships.
The problem
- CS team can't call every customer regularly
- At-risk accounts aren't identified until it's too late
- NPS and feedback collection is manual and inconsistent
- Renewal conversations start too late
- Onboarding follow-ups get deprioritized
What it does
- Automated quarterly/monthly client check-in calls
- NPS and satisfaction score collection
- Renewal reminder and upsell conversations
- At-risk account identification from call sentiment
- Onboarding follow-up sequences
- Feature adoption check-ins
- WhatsApp summaries to CS managers
- CRM integration with health score updates
How it works
- Campaign Scheduled - Check-in calls scheduled based on renewal dates or health scores
- AI Calls Client - Professional check-in with satisfaction and feedback collection
- Insights Captured - NPS score, feedback, and sentiment analyzed
- CS Team Alerted - At-risk accounts flagged, upsell opportunities identified
Results
- 95% - Client Touchpoint Rate
- 2x - Faster At-Risk Detection
- 30% - Higher NPS Response Rate
Frequently asked questions
Does it replace customer success managers?
No. It handles routine check-ins and data collection so CSMs can focus on strategic accounts and relationship building.
Can it detect at-risk customers?
Yes. Sentiment analysis during calls flags unhappy clients for immediate CSM attention.
Does it handle renewal conversations?
Yes. Proactive renewal reminders with customizable scripts for upsell and expansion opportunities.
Can we customize check-in frequency?
Yes. Configure monthly, quarterly, or custom schedules based on account tier or health score.
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