# AI Customer Success Manager

Help you answer customer questions, handle routine requests, and stay on top of account issues. The agent can check billing and account details, prepare updates, complete safe actions, and surface complex cases in a custom UI for your review and response.

## How it works

1. 1
   
   ### Connects to HubSpot, Stripe
   
   Securely authenticates with HubSpot, Stripe out of the box. Add or swap integrations below. No code, no glue scripts.

2. 2
   
   ### What AI Customer Success Manager does
   
   Help you answer customer questions, handle routine requests, and stay on top of account issues. The agent can check billing and account details, prepare updates, complete safe actions, and surface complex cases in a custom UI for your review and response.

3. 3
   
   ### Loops you in when it matters
   
   Anything ambiguous, sensitive, or out of policy shows up in a custom UI with full context, so you can review, approve, or take over in one click.

## Who's it for?

This agent fits naturally into the day-to-day of these teams and companies.

**Roles**  
Founder  
Customer Success  
Support  
Operations

**Companies**  
SaaS  
E-commerce  
Healthcare  
Financial Services  
Real Estate  
Education  
Manufacturing  
Professional Services

## Customize the agent

Add or remove integrations and skills below. Your changes are written into the builder link. Open the agent in the workspace and it starts pre-configured.

### Integrations

Tools the agent can call. Click an active chip to remove it, or pick from the suggestions to add more.

HubSpot  
Stripe  
Airtable  
Asana  
Calendly  
Discord  
Figma  
GitHub  
Gmail  
Google Calendar  
Google Docs  
Google Drive  
Google Sheets  
Intercom  
Jira  
Linear

### Skills

Reusable capabilities the agent can apply. Mix and match from the suggestions, or type your own.

- No skills added yet.
- Send email
- Schedule meetings
- Voice calls
- SMS notifications
- Generate weekly reports
- Web search
- Document analysis
- Translate languages
- Sentiment analysis
- Generate summaries
- Draft messages for review
- Update CRM records
- Create tickets
- Send Slack alerts

## Start building

The text below is the brief that opens the workspace pre-filled. Edit anything you want. Toggle integrations and skills above and they'll auto-update here.