Zendesk Integration

Each week, this agent compiles customer feedback from Gong, Salesforce, and Zendesk into a digest and sends it to product teams.

When an account's health score drops the agent compiles a risk assessment and identifies the top drivers with evidence e.g., “Usage down 35% in last 60 days” or “Two P1 incidents unresolved.” The agent then alerts the assigned customer success manager with context and proposes proactive actions such as offering a renewal incentive. All insights are logged back into the CRM for tracking.

90 days before renewal, the agent scans all customer signals — product usage trends, health scores, ticket volume, NPS sentiment, and exec engagement. It generates a renewal risk assessment, highlighting key drivers such as declining usage or negative sentiment. The agent drafts a renewal strategy with recommended actions and alerts the CSM in Slack. For high-risk accounts, it queues a one-tap approval to engage the executive sponsor and logs all actions back to the CRM for visibility.

Ahead of major milestones like QBRs or renewals, the agent compiles a digest of customer signals — usage patterns, ticket and sentiment trends, NPS responses, and community chatter. It synthesizes these into a concise, ready-to-share summary that highlights wins, friction points, and expansion opportunities, saving CSMs hours of manual preparation.

Critical issues often sit idle while support teams work to understand whether it's urgent and what exactly is broken. Ambient agents can instantly triage new support tickets which involves classifying the issue, checking system status, surfacing related reports, and even attempting to reproduce the problem using internal tools. This allows customer support teams to jump straight into resolution with the full context.

Each morning, this agent summarizes support ticket activity and notifies relevant stakeholders to keep everyone aligned.