Voice AI for Customer Success Teams
Proactive Client Check-ins & Retention Calls at Scale
Run proactive check-in calls, collect NPS and feedback, handle renewals and spot at-risk accounts automatically so your CS team focuses on 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
- Transcript - Of every check-in
- 24/7 - Renewal reminders
- 4 - Languages on one call
Check-ins that actually happen
Every CS team plans quarterly check-ins and makes half of them. The agent makes all of them: it calls on the schedule you set, asks the three questions you wrote - is the product doing what you bought it for, what is getting in the way, would you recommend us - records the answers as fields, and flags the accounts whose answers changed. Renewal reminders go out on the same schedule, with the transcript attached for the account manager.
What it captures, and what it escalates
Structured where it can be, human where it must be.
- NPS or a satisfaction score, asked the same way every time
- Open feedback, transcribed
- Renewal intent and the date the customer expects to decide
- Anything that sounds like churn risk or a complaint, escalated to the account manager the same day
What it will not do
It does not negotiate a renewal, resolve a support issue, or promise a feature. It asks, listens, records and escalates; the relationship stays with the person who owns it.
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.
If this sounds familiar
- We keep missing calls - what is that costing?
- Customers ring after we close
- The line is engaged all morning
- Should I hire a receptionist?
- People book and then do not turn up
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