Leverage AI agents to offer High-touch experience for your SMB customers
Imagine a business impact if all customers would get the same attention
Wingman AI Agent CSM enables higher productivity
Onboarding Play
AI agent will ask your customers about their goals, identify success metrics and guide them through account setup.
Activation Play
AI agent will ensure the first product usage starts and the customer experiences an 'Aha!' moment.
Feedback Play
AI agent will ask for feedback, get usage forecast, and segment customers based on insights.
Conversational Insights
Customers will get assigned to "Growth opportunity", "Satisfied", "Unsatisfied", or "At risk" segments automatically.
QBR Play
AI agent will show and confirm value, get feedback, forecast usage, and check for upsell opportunities.
Sales Plays
AI agent has all the sales playbooks needed for upsells, renewals, and even churn recovery.