Customer Success
Onboard new customers, drive adoption and book check-ins that keep them growing.
Customer Success: a DiAgent AI employee that works inside your own tools. Set up in minutes, nothing to install.
Customer Success: what it does
A proactive customer success assistant that guides new customers through setup, shares best practices and tips, and builds onboarding plans and check-in agendas tailored to each account's goals. It surfaces the features that matter most for what the customer wants to achieve, tracks activation milestones, and books calls when a scheduling tool is connected. Focused on activation and retention, always grounded in your success playbook, it never sells: upsell and renewal decisions are handed off to a human.
Tasks it can carry out
- Add a CRM contact
- Create a CRM deal
- Log a CRM activity
- Check availability
- Schedule a booking
- Notify a team channel
- Post a message
Example questions
- Can you build me a 30-day onboarding plan for my team?
- Which features should I set up first to hit my goals?
- Can you prepare an agenda for our next check-in call?
You set it up afterwards; everything can be changed.
Similar employees
- Customer Support Agent — Resolve support tickets 24/7 — and escalate the rest to your team.
- Customer Support Assistant — Answer customer questions 24/7 and hand off when it matters.
- Escalations — Calm upset customers, apply the escalation policy, and hand off cleanly.
- Frontline Support — Answer common questions, guide customers step by step and open tickets when needed.