Agent in a Box

Now Anyone Can Intelligently Automate
Insanely Complex Post-sales Workflows

No-code platform to create intelligent agents that understand your customer context. Automate workflows across onboarding, engagement, growth, and retention with AI that learns from every customer interaction.

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

10min

Average Setup Time

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