The tool offers real-time insights into regulatory changes relevant to a business, mitigating compliance risks.
AI Copilot for Sales
The tool generates executive summaries of deals, identifies issues, suggests the next best actions, and more.
AI Research Solution for Due Diligence
The solution enhances due diligence assessments, allowing users to make data-driven decisions.
AI Customer Support Agent
The agent streamlines your customer support processes and provides accurate, multilingual assistance across multiple channels, reducing support ticket volume.
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[0] => Array
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[_id] => 68b18b1eb1f1855985eb6a73
[name] => Service Plan Optimizing Agent
[description] => Managing customer service plans is complex. Customer Success Managers must review usage patterns, monitor support interactions, and interpret feedback to decide if a plan still fits. These manual reviews often take time, vary across accounts, and lead to reactive decisions.
The Service Plan Optimizing Agent brings structure and speed to this process. It continuously analyzes customer activity, adoption levels, and goals to surface the best plan options. Recommendations are clear, whether it means an upgrade, downgrade, or adjustment for better value.
At the core, the agent uses advanced language models to interpret unstructured signals like support tickets, feedback, and success notes. These insights are then combined with structured data such as usage reports and adoption metrics, creating a complete view of each customer.
With regular optimization, customers remain on plans that grow with their needs. Enterprises see stronger relationships, lower churn, and greater revenue from accounts that are well aligned with the right level of service.
[image] => https://d3tfuasmf2hsy5.cloudfront.net/assets/worker-templates/follow-up-reminder-agent.svg
[video] =>
[icon] => https://d3tfuasmf2hsy5.cloudfront.net/assets/worker-templates/follow-up-reminder-agent.svg
[sourceType] => FILE
[status] => REQUEST
[department] => Customer Service
[subDepartment] => Customer Success
[process] => Account Management
[subtitle] => Recommends tailored service plan adjustments based on evolving customer usage and goals.
[route] => service-plan-optimizing-agent
[addedOn] => 1756465950671
[modifiedOn] => 1756465950671
)
)
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