Agents › Customer service
Gmail Customer Success Agent
From a customer's first payment, it checks who logs in and sets up, spots who stopped or is ready for more, and sends the next step. When a call is the right move, your owner hears about it with the reason.
15 minutes. You'll see how it would run at your business, the hours it frees up and what it costs.
- ✓Checks who logged in and set upevery hour
- ✓Spots who stopped or is ready for moreevery night
- ✓Sends next steps or tells the owner to callsame day
Your team calls at the right time, with the reason.
Gmail
Stripe
HubSpot
SlackHow it works
The agent does the job from start to finish, on its own schedule. Your team talks to it in Slack or Teams.
Starts at the first payment
It sees a new paying customer in Stripe and starts watching them, with their plan and start date.
- 2
Checks who logged in and set up
Every hour it looks at who logged in to your product and which setup steps they finished.
Spots who stopped or is ready for more
Every night it reads the customer's history in HubSpot and their plan, and flags who went quiet and who is near the edge of their plan.
Sends the next step
A customer who stopped gets a short email from your inbox with the next step to take.
Tells the owner when to call
When a call is the right move, the account owner gets a Slack message with the reason, and a note goes on the HubSpot record.
What you get
A customer who stopped logging in gets noticed that night, not at renewal.
Your team calls when it matters, and knows what to say before they dial.
Customers who slowed down get a nudge from your inbox the same day.
What this looks like at your business
New customers watchedEach new paying customer watched from day one.
Designed for software companiesQuiet customersWho stopped and who is ready for more, flagged each night.
Designed for software companiesOwner callsThe owner hears who to call, with the reason.
Designed for software companiesBuilt for your company
Your version, set up around how you work
No two businesses run this job the same way. Your Gmail Customer Success Agent follows your process, your rules and your software, not a template.
No login for 3 days, a setup step not done, or the signs that matter for your product.
Your tone and your next steps, sent from the inbox your customers already know.
The account owner, your success lead, or the founder for your biggest customers.
Stripe, HubSpot, Gmail and Slack today. If you bill through Chargebee or track customers in Salesforce, your version works there.
Works in the software you use
You make the key in your own accounts. Nothing to install on your computers.
Part of a team of agents
Agents pass work to each other, so a job keeps moving without someone on your team handing it along.
Takes each new customer from signed to set up, with a kickoff plan and a Monday update.
Onboarding moves without anyone chasing it.
See this agent →Tracks each trial to paid, so the Customer Success Agent starts on the first payment.
Trials that stall on day two, not day 30.
See this agent →Spots signals like a plan limit or a fifth user, and writes the account owner the conversation to open.
Know who's ready to buy more before they ask.
See this agent →Built for
Book a 15-minute call
Get your version of the Gmail Customer Success Agent
Bring how your team does this job today. In 15 minutes you'll know how your version would run, the hours it frees up and what it costs.
Questions about the Gmail Customer Success Agent
Is my customers' information safe?
Yes. The agent reads only the payments, records and usage its job needs, in your own accounts. Customer details never go into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Does it change my data?
It adds notes in HubSpot and sends email from your inbox. It doesn't change payments, plans or prices in Stripe.
Can it follow the way we work?
Yes. Your version uses your signs, your emails and your people. We set that up with you after the call.
Can I turn it off?
Yes. Remove its key in Gmail, Stripe or HubSpot and the agent loses access right away.
What does it cost?
You get the price on the call, along with the hours it saves your team.