AI Agents for Customer Teams

AI Agents for Customer Teams

AI that understands every customer signal, generates the work your team does manually, and acts — across every account, every time.

Stella AI

Ask anything. Stella does the rest.

Chat with your customer data. @mention specialized agents. Stella searches, analyzes, drafts, and acts — across every account, every signal. The same surface, no matter what you're asking for.

  • Natural language queries across all customer data
  • @mention specialized agents for deep analysis
  • Auto-generates QBRs, account plans, and transition plans
  • Reasoning panels show how Stella arrived at its answer

"The real unlock was Stella AI — being able to chat with our data and enhance our responses has made our team far more effective."

Ari Hoffman — Head of Customer Experience, Skyflow

Three pillars

Predict. Generate. Automate.

Stella runs three kinds of agents under the hood. Each one stands alone. Together, they replace hours of manual CS work every week.

Predict

Know what's coming — before it happens

Statisfy reads every customer signal — product usage, support sentiment, meeting transcripts, stakeholder changes — and turns it into a health score that explains itself, a ranked list of risks, and the next best action for every account.

  • Adaptive AI health score grounded in 6 customer signals, with every factor visible
  • Trained on your actual renewals and churn
  • Proactive risk alerts with the why, not just the what
  • Next-best-action ranked by impact, ready for your CSM to execute

"Our GRR is up 2%+ this year with Statisfy and their actionable customer health insights."

Deepak Kumar — Chief Customer Officer, Observe.ai

Generate

Briefs, QBRs, and emails — written in seconds

Statisfy turns customer data into the artifacts your team actually delivers. QBR decks, meeting prep, account plans, executive briefs, customer emails — generated from your real data, ready to review, never starting from a blank page.

  • Full QBR decks in 45 seconds
  • Meeting prep briefs surfaced before every call
  • Account plans, executive briefs, transition plans — all drafted from real account context
  • Customer-ready emails for renewals, check-ins, and follow-ups

"Statisfy NoteTaker has delivered real efficiency gains for our CSMs and uncovered insights we couldn't get anywhere else."

Ryan Lehman — Senior CS Operations Manager, Illumio

Automate

Agents that do the work — not just suggest it

Beyond predictions and drafts, Statisfy agents take action — updating CRM fields, escalating at-risk accounts, sending renewal emails, prepping QBR decks on autopilot. Build them visually with Agent Studio, approve where needed, let them run.

  • Visual drag-and-drop workflow canvas, no engineering required
  • 100+ pre-built agent templates across the customer lifecycle
  • Human-in-the-loop approvals for critical actions
  • Forward Deployed Engineers help customize complex workflows

"The agentic automations we've launched with Statisfy are saving our team hours of busy work. I'm a fan."

Tammy Chun — Head of Customer Strategy & Operations, Eightfold.ai

And More

Everything your team needs

A complete platform for managing the customer lifecycle — beyond just intelligence.

Email Builder

Create personalized, customer-ready communications with AI-generated drafts. Templates for renewals, check-ins, QBR follow-ups, and more.

Surveys

Build and send customer surveys directly from Statisfy. Track responses, analyze sentiment, and feed results into health scores automatically.

Projects & Templates

Track onboarding, implementation, and any structured engagement with project templates. Assign tasks, set milestones, and monitor completion.

Knowledge Base

Centralize playbooks, process docs, and best practices. Stella AI searches your knowledge base to ground answers in your team's expertise.

Custom Fields & Objects

Extend the data model to match your business. Add custom fields to accounts, contacts, and opportunities — all queryable by Stella AI.

Approvals

Human-in-the-loop workflows for critical actions. Review AI-generated emails, CRM changes, or escalations before they go out.

Dashboards

ARR, NRR, renewals pipeline, health distribution, and team performance — pre-built and customizable. Share with your C-suite without building a single report.

Integrations

50+ integrations. Connected in minutes.

CRM, support, analytics, notetakers, messaging, surveys — all your customer data unified with bidirectional sync. Don't have a notetaker? The Statisfy Notetaker is built specifically for customer-facing teams.

CRM

Salesforce Salesforce
HubSpot HubSpot

Support

Zendesk Zendesk
Intercom Intercom
Freshdesk Freshdesk
Jira Jira
Pylon Pylon
Unthread Unthread

Notetakers

Gong Gong
Chorus Chorus
Avoma Avoma
Clari Copilot Clari Copilot
Attention Attention
Fathom Fathom
Firefly Firefly
MindTickle MindTickle

Analytics

Mixpanel Mixpanel
PostHog PostHog
BigQuery BigQuery
Redshift Redshift
Snowflake Snowflake

Email & Messaging

Gmail Gmail
Outlook Outlook
Slack Slack

PM & Surveys

Wrike Wrike
Rocketlane Rocketlane
Qualtrics Qualtrics
SimpleSat SimpleSat

Other

NetSuite NetSuite
DealHub DealHub
Google Drive Google Drive

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

See the agents in action

Book a 20-minute demo. We'll show you AI agents handling QBR prep, risk alerts, and renewals — live.