The future of
Customer Success.
An agentic platform that automates CSM workflows, orchestrates AI agents across the customer journey, and turns your playbooks into living, intelligent systems.
Customer Success is
drowning in manual work.
From manual playbooks to
agentic orchestration.
CSCX.ai sits beneath your CSM team, automating workflows and orchestrating AI agents that handle the heavy lifting—so your team can focus on relationships.
Automate everything
except the relationship.
Faster, Structured Onboarding
Turn your CSM playbook into a living, automated workflow. Reduce time-to-value and ensure every customer gets a consistent, high-quality experience.
Agent-Powered Success Plans
Build and maintain customer success plans, action items, and exec-facing summaries automatically. AI agents keep everything up-to-date.
Automated CSM Workflows
QBR prep, stakeholder mapping, renewal tracking, risk flagging—all automated. Your CSMs spend time on customers, not spreadsheets.
AI-Augmented GTM Operations
Automatically collect data from calls, CRM, and docs. Generate follow-ups, risk flags, and renewal narratives without manual effort.
Customer Health Intelligence
Real-time health scoring powered by usage telemetry, engagement signals, and predictive models. Know which accounts need attention before it's too late.
Expansion & Renewal Playbooks
AI agents identify expansion opportunities and execute renewal playbooks. Protect and grow ARR systematically.
Protect and expand ARR.
Eliminate grunt work.
- Reduce manual CSM work by 60%+ — Let AI handle data collection, reporting, and admin tasks
- Improve time-to-value by 40% — Consistent, automated onboarding for every customer
- Increase NRR through proactive engagement — AI-powered health scores catch risks early
- Give leadership better visibility — Real-time dashboards on customer health and outcomes
Be first to experience
agentic Customer Success.
CSCX.ai is currently in development. Join the waitlist to get early access, shape the product roadmap, and receive founding customer pricing.
Questions? Contact info@casadvisory.ca