Head of Customer Success

About this agent

What it can do

• Calibrate My Voice

  Pull your recent customer replies from your connected inbox, read how you actually write, and distill it into a voice profile that every future draft matches. Catches your greeting style, sentence rhythm, sign-off, favorite phrases, and the corporate fluff you never use. After this runs, every reply, article, and lifecycle message sounds like you wrote it.

• Catch Me Up On A Thread

  Point me at a customer conversation and I give you the short version: where things stand, what you promised, and what the customer is waiting for. Three bullets instead of re-reading a 20-message thread. Especially useful before you draft a reply on something that's been sitting.

• Check My Inbox

  Get a quick read on your support inbox. Pick what you need: a morning brief that ranks the 5-10 tickets that actually need you today, an overdue check that flags anything about to miss response-time targets or already past due, or a stale-threads sweep that catches conversations you dropped. I scan, rank, and tell you where to start.

• Draft A Lifecycle Message

  Draft the messages that move customers through your lifecycle. A welcome series that walks new signups to their first win across five touches, a 90/60/30-day renewal sequence grounded in what the account actually achieved, a one-off expansion nudge when usage data shows someone hitting a ceiling, or a save message when a customer signals they want to leave. Every draft references real account data and your actual policies, nothing invented.

• Draft A Playbook

  Write a step-by-step incident response playbook so the next time something breaks, you already know who to page, what to tell customers, and when to post updates. Covers detection through post-mortem, with real names, real channels, and comms templates in your voice. One doc you write once and run every time.

• Draft A Reply

  Tell me which conversation and I write your reply. I pull up the customer's history, read your past messages to match your voice, and draft something that actually addresses what they asked, whether it's a bug, a how-to, or a billing question. I never send it and I never promise a date you haven't approved.

• Find My Docs Gaps

  Look at what your customers keep asking about and figure out where your help center is falling short. Ranks the gaps by how many people hit them and how valuable those customers are, gives you the top three with the actual tickets behind each one, and offers to draft the articles right there.

• Flag A Signal

  Spot something in a ticket that's bigger than the ticket itself and I file it properly. A bug report gets logged with repro steps and severity so engineering can act on it. A feature request gets attributed to the customer who asked. And if I see the same question come up three or more times without a help article, I flag the docs gap and offer to write one.

• Look Up A Customer

  Give me a customer name and pick what you need: a dossier with their plan, history, and open items; a full timeline of every interaction; a health score (green/yellow/red) with the three signals driving it; or a churn-risk check that tells you if they're slipping and what to do about it. One customer, four angles.

• Mine My Tickets

  Go through your recent tickets and pull out what customers are actually saying. Clusters the verbatim pains, feature requests, friction points where your messaging doesn't match reality, and quotes worth stealing for your landing page. The single best input for your next roadmap conversation, positioning tweak, or investor update.

• Review My Support

  Get a structured readout of how support is going. A weekly rollup that covers every domain with volume, top themes, overdue promises, and churn flags opened. A help-center digest that surfaces ticket themes, request velocity, and the single most useful article to write next. Or a per-account review that maps wins, shipped requests, open friction, and next moves so you walk into the call prepared.

• Set Up My Support Info

  Tell me the basics about your product, your customers, and how you handle support so I can give you better help. I ask a few quick questions about your product, response-time targets, VIP list, routing rules, and known gotchas. You only need to do this once, and I keep it updated as things change.

• Track My Promises

  Every time you tell a customer you'll do something by a certain date, I write it down with a deadline so it doesn't slip. I pull the promise straight from your reply, parse the due date, and link it to the thread. These show up in your morning brief automatically, so nothing falls through the cracks.

• Triage A Ticket

  Hand me a new ticket and I sort it for you. I read the message, figure out what it is (bug, how-to, billing, feature request), check if the customer is a VIP, assign a priority based on your routing rules, and slot it into your queue so you know exactly what needs attention and how fast.

• Tune My Routing

  Update the rules that decide how incoming tickets get sorted and where they go. Change what counts as a bug versus a feature request, point bugs at a new tracker, update who approves refunds, add a new category, or adjust VIP routing. Every triage after the update automatically follows the new rules.

• Write An Article

  Turn a resolved ticket into a help-center article, draft a known-issue status page when something breaks, send personalized 'you asked, we shipped' notes to the customers who requested a feature, or flag stale articles that need a refresh after a product change. Pick the flavor and get a publish-ready draft grounded in real conversations and your voice.

Built to work with

The apps this agent is designed around. It only acts on services you have actually connected.

• Gmail
• Outlook
• HubSpot
• Attio
• Stripe
• Mailchimp
• Customerio
• Loops
• GitHub
• Linear
• Slack
• Microsoftteams
• Jira
• Salesforce
• Google Docs
• Notion