Embed AI Into Every CS Workflow

Ensure your CSMs are equipped to create healthy, growing customers

Meeting Agent

AI trained for post-sales summaries and follow-up

Key Features

  • Customer Follow-up Emails

  • Prioritized Tasks

  • AI-driven Summaries & Customer Sentiment

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Customer Agent

Embed AI into any current post-sales or CS tech stack

Key Features

  • Meeting Agent Features, plus

  • Adaptive Customer Health Scores

  • GenAI Native Workflows (Customizable & Prebuilt)

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Agentic CSP

For CS Teams ready for a fully Agentic CSP experience

Key Features

  • Customer Agent Features, plus

  • Renewal / Expansion Forecast

  • Project Templates, Customer Surveys, and More

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Turn Meetings into Insights

Statisfy Integrates with  
Popular Notetakers

Already use Gong, Chorus, Avoma or Zoom?
Great! We’ll help you get even more from that investment.

For Those Without An AI Notetaker

The Statisfy Notetaker

is built specifically for CS

Supported Conferencing Apps
Zoom
Teams
Meet
Webex
Supported Productivity Apps
Office
Workspace
Slack

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Explore All The Statisfy Features

Customer Health

Customer
Agent
-
Meeting Agent
Features
Adaptive Machine Learning Health based on past renewals and churn
Agentic
CSP
Infer customer sentiment for every customer interaction
Monitor Implementation, Adoption, and ROI Health based on product usage
Automatically track and discover customer stakeholders across all customer touchpoints
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Track stakeholder sentiment  based on whether business objectives are met
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Recommended Best Next Steps based on Health

Customer Meetings

Customer
Agent
Meeting
Agent
Features
Al Model optimized for insights relevant and helpful to post-sales workflows
Agentic
CSP
Personalize follow-up emails with key discussion points and next steps
Automatically generate prioritized follow-up tasks assigned to owners
Customer-ready meeting summary and meeting recording
Meeting summaries include customer sentiment
Integrates with Salesforce and Hubspot CRM for meeting note storage

Customer Insights

Customer
Agent
-
Meeting
Agent
Features
Stella search (GPT Style Bot) to query and synthesize customer insights
Agentic
CSP
-
Pre-defined and extensible prompt library provides out-of-box insights
Workflow Engine automates sharing customer insights with cross-functional stakeholders (e.g., product, marketing, and sales teams)
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Customer Insights based on product and service sentiment
Automate account field updates based on customer calls and emails
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Use Case adoption summarized from all customer touch points
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-

Platform

Customer
Agent
-
Meeting
Agent
Features
Integrates with your CRM, Support, Product Analytics, & Data Warehouse applications
Agentic
CSP
-
Best in Class Security: SOC II Type 2 certified, GDPR, CCPA, HIPPA compliant
Create and manage account projects (i.e. Onboarding, Renewal Management, Go Green Plan, etc)
No Custom Configuration needed; Streamlined onboarding provides Zero-to-Value within weeks
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-
Single Sign-on
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Customer Surveys
-
Self-serve and Admin Dashboards to track customer data (e.g., NRR, ORR, Health Trends, Churn Risk, Product Usage, Open Tasks etc)
Manage every account attribute through standard and customized fields
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-
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Security and Compliances

We are on a mission to make CSMs more successful by developing a GenAI native CSM CoPilot to deeliver customer outcomes and build relationships.

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