Customer Success · Use Case
AI Agent for Customer Success Teams
Customer success means being proactive, not reactive. Pokee monitors health signals across your tools and automates outreach so your team catches churn risk before it's too late.
The Problem
- Health scores require manual data compilation from multiple tools
- Renewal conversations start too late in the cycle
- Onboarding follow-ups depend on individual rep memory
- Usage drops go unnoticed until the customer churns
- QBR prep takes hours of pulling reports
What You Can Automate
- 1
Health score alerts from usage data
Time saved: 30 min/dayPokee monitors product usage and flags at-risk accounts before they disengage completely.
Prompt“Every day, check PostHog for accounts with login frequency down 30%+ week-over-week. Alert the account owner in Slack with the customer name and drop details.”
- 2
Automated onboarding check-ins
Time saved: 15 min/customerPokee tracks onboarding progress and intervenes at the right moment to prevent early churn.
Prompt“14 days after a new customer signs up, if they haven't completed onboarding milestones, send a personalized check-in email with helpful resources.”
- 3
Renewal reminder pipeline
Time saved: 20 min/renewalPokee initiates renewal conversations with full context so nothing is last-minute.
Prompt“60 days before each customer's renewal date, create a task for the CSM with the customer's health score, usage stats, and last interaction.”
- 4
QBR deck generation
Time saved: 2 hours/QBRPokee compiles QBR data from multiple sources into a presentation-ready format.
Prompt“Two weeks before a QBR, pull the customer's usage metrics, support ticket history, and feature adoption. Create a report with highlights and growth recommendations.”
- 5
NPS follow-up automation
Time saved: 15 min/responsePokee catches detractors immediately and initiates personalized recovery outreach.
Prompt“When a customer submits an NPS score below 7, alert the CSM in Slack and create a follow-up task. Draft a personal outreach email referencing their feedback.”
PostHogBefore vs After Pokee
| Metric | Before Pokee | After Pokee |
|---|---|---|
| Churn detection | Noticed after cancellation | Flagged at first drop |
| Onboarding follow-up | Manual, inconsistent | Automated at day 14 |
| Renewal prep | Scramble 2 weeks before | Pipeline starts at day 60 |
| QBR prep time | 3-4 hours per account | Auto-compiled in minutes |
| NPS response time | Days or never | Same-day personal outreach |
How It Works
- 1
Connect your tools
Head to pokee.ai/authorizations and link each tool in your stack with one-click OAuth. Takes 2 minutes total.
- 2
Describe workflows
Tell Pokee what you want automated in plain English. No triggers to configure, no flowcharts to build.
- 3
Pokee executes
Workflows run automatically with intelligent error handling and adaptation. When tools change or edge cases appear, Pokee adjusts.
Why Pokee
Natural language setup
Describe workflows like talking to a colleague, not configuring a flowchart.
Unlimited steps
One description can chain 10+ actions across all your tools. Zapier charges per step.
Self-healing
When APIs change or rate limits hit, Pokee adapts. Zapier breaks.
Context-aware
Pokee understands your data and makes intelligent decisions about edge cases.
One price
All integrations, all workflows, unlimited actions. No per-Zap pricing.
Deployment & Governance
Runs where your data lives, with humans in control
Private deployment
A dedicated managed tenant, your own VPC on AWS, Azure or GCP, on premises, or air-gapped. Your data never leaves your boundary.
Approvals and audit
Approval gates wherever you set them, role-based access, and a full audit log. Every agent action is attributable and reviewable.
Measurable pilots
Pilots run on two or three real workflows, typically live inside two weeks. Measure time saved, accuracy and cycle time before rollout.
FAQ
- How quickly can customer success teams get started with Pokee?
- Most teams are automating within 5 minutes. Connect your tools via OAuth, describe your first workflow in English, and Pokee starts executing immediately.
- What if my workflow is complex or has many conditions?
- That's where Pokee shines. Unlike trigger-action tools, Pokee handles complex conditional logic, branching paths, and context-dependent decisions. Describe the full logic in English.
- Can Pokee handle sensitive customer success teams data securely?
- Yes. SOC 2 Type I certified with Type II in progress. All data encrypted in transit and at rest. OAuth tokens revocable anytime. Enterprise plans offer on-premise deployment.
- How much does it cost?
- Free tier includes 500 credits. Paid plans start at $19.99/month for unlimited integrations and workflows. No per-automation pricing.
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