Agent in a Box

Now anyone can automate
complex post-sales work.

A no-code platform for agents that understand your customer context, across onboarding, engagement, growth and retention.

Platform

Everything You Need to Deploy AI Agents

Enterprise-grade platform for building, deploying, and managing AI agents at scale

Visual Workflow Builder

Drag-and-drop interface with pre-built blocks for data, logic, and actions. Build complex workflows without code in minutes.

Pre-Built Templates

100+ ready-to-use agent templates for common customer workflows. Deploy in minutes with customization options.

Deep Integrations

Connect to your CRM, support desk, email, calendar, and product analytics. Single source of truth for all customer data.

Human-in-the-Loop

Optional approval workflows for external communications and critical actions. Maintain control while automating at scale.

Forward Deployed Engineers

Dedicated engineering support to customize agents, build integrations, and ensure successful deployment at scale.

Enterprise Security

SOC 2 compliant with role-based access, audit logs, and data encryption. Your customer data stays secure and private.

AI Engine

Powered by Your Customer Knowledge Graph

AI agents that understand the complete context of every customer relationship through analysis of 1B+ tokens across all touchpoints.

Unified view across meetings, emails, support tickets, product usage, and surveys
Automatically identifies patterns, risks, and opportunities
Real-time updates as new interactions occur
Context-aware AI that gets smarter over time

Use Cases

AI Agents for Every Customer Touchpoint

Deploy intelligent automation across the entire customer lifecycle

Onboarding

  • Automate sales handoff with complete context transfer
  • Create personalized onboarding plans and timelines
  • Set up communication channels and kick-off meetings
  • Send welcome emails and resource packages
  • Generate weekly progress reports

Engagement & Adoption

  • Track product usage and feature adoption
  • Send personalized tips and best practices
  • Generate comprehensive account health reports
  • Identify at-risk accounts before they churn
  • Recommend next steps based on usage patterns

Renewal & Retention

  • Create personalized value reports with ROI metrics
  • Send timely renewal reminders based on contract dates
  • Trigger risk mitigation workflows for at-risk accounts
  • Draft renewal proposals with usage data
  • Generate churn analysis and prevention plans

Growth & Expansion

  • Identify upsell and cross-sell opportunities
  • Detect expansion signals from usage patterns
  • Create qualified leads with supporting data
  • Share relevant case studies and testimonials
  • Identify customers for advocacy programs

How It Works

Build Your First Agent in Minutes

Simple four-step process to create powerful AI automations

1

Set Trigger

Choose when your agent activates: field changes, events, or scheduled times

2

Bring Data Together

Pull context from your CRM, support, product, and communication tools

3

Add AI Logic

Use LLMs to analyze, decide, and generate personalized responses

4

Take Action

Send emails, update records, create tasks, or call external APIs

100+

Pre-built Agent Templates

1B+

Tokens Analyzed for Context

10 min

To deploy one agent from a template

3 wk

To go live on the platform

What it connects to

Your agents run on the tools you already use

An agent is only as good as the context it can reach. Statisfy pulls from Salesforce and HubSpot for CRM, Zendesk for support, Slack for messaging, and Mixpanel for product analytics, with enterprise native integrations across CRM, support, messaging, analytics and email.

  • Salesforce CRM
  • HubSpot CRM
  • Zendesk Support
  • Slack Messaging
  • Mixpanel Product analytics
  • See every connector Full list

Agents can also call any external API as an action, so a tool without a native connector can still be part of a workflow.

What it costs

Statisfy is priced on the size of the book you cover, not per seat, so adding CSMs or deploying more agents does not change the price. There is no public list price; like most platforms in this category, pricing is quoted against your scope. Ask for a written quote tied to your account volume, and see how that compares on the platform comparison.

Proof

150 hours a week back at Observe.AI

Observe.AI put Statisfy agents on note-taking, summarization and action items across its customer base. The admin work went away, and the CS team got the time back.

150 hrs
Saved per week through automation
15%+
Of CS team time given back
2%+
GRR improvement in 2025
“Our GRR is up 2%+ in 2025 with Statisfy and their actionable customer health insights.”
Deepak Kumar, Chief Customer Officer, Observe.AI
Read the Observe.AI story

Ready to Deploy AI Agents for Your Customers?

Join forward-thinking teams using AI to automate customer workflows and drive better outcomes

Security

Security and Compliances

We are on a mission to make every customer journey more successful, and it starts with a commitment to the highest standards of data protection.

SOC 2 Type II
GDPR
CCPA
ISO 27001 ISO 27001
HIPAA
Visit Statisfy Trust Center

FAQ

Questions & Answers

What is Statisfy Agents in a Box?
Agents in a Box is a no-code platform for building AI agents that understand your customer context. You start from 100+ pre-built templates and deploy your first agent in about 10 minutes, with no code to write. Deploying a single agent and going live on the platform are two different timelines: most teams are live on Statisfy in about 3 weeks, and individual agents take minutes each after that.
What does Agents in a Box integrate with?
Agents pull context from Salesforce and HubSpot for CRM, Zendesk for support, Slack for messaging, and Mixpanel for product analytics, alongside email, calendar, and data warehouses. Statisfy ships enterprise native integrations, and agents can call any external API as an action, so a tool without a native connector can still be part of a workflow.
How much does Agents in a Box cost?
Statisfy is priced on the size of the book you cover rather than per seat, so adding CSMs or deploying more agents does not change the price. There is no public list price; like most platforms in this category, pricing is quoted against your scope. Ask for a written quote tied to your account volume.
What results have customers seen with Statisfy agents?
Observe.AI automated note-taking, summarization, and action items with Statisfy agents and reported 150 hours saved per week, roughly 15% of the CS team's time given back, and gross revenue retention up 2%+ in 2025. Deepak Kumar, Chief Customer Officer at Observe.AI, said their GRR is up 2%+ with Statisfy and its actionable customer health insights.
Do I need to write code to build an agent?
No. A visual, drag-and-drop workflow builder uses pre-built blocks for data, logic, and actions. You set a trigger, bring data together from your tools, add AI logic, and choose the action to take.
What kinds of work can the agents automate?
Onboarding, engagement and adoption, renewal and retention, and growth and expansion. Agents can draft emails, update CRM records, create tasks, and call external APIs.
How do the agents keep a human in the loop?
Optional approval workflows sit in front of external communications and critical actions, so you automate at scale while a person stays in control of what goes out.
What does it connect to, and is it secure?
Agents connect to your CRM, support desk, email, calendar, and product analytics for a single source of truth. Statisfy is SOC 2 compliant with role-based access, audit logs, and data encryption.