PLATFORM
The context to decide.
The tools to follow through.
Understand your customers, manage their lifecycle, and coordinate execution with Agent Caleb and Automation & Workflows.
Customer workspaceAccount prioritiesFROM PORTFOLIO TO ACCOUNT
Where should we focus?
Connect each signal to a customer and a next step.
Prepare an adoption plan for AcmeCloud, using the account’s goals, usage, and open support issues.
UNDERSTAND CUSTOMERS
One account picture.
Better-informed decisions.
Spend less time piecing together the customer story.
- Customer 360
- Account details, people, subscriptions, and activity in one view.
- Account Health
- Understand account condition and investigate what has changed.
- Product Adoption
- See how product use connects to the customer’s goals.
- Customer Engagement
- Keep stakeholders, conversations, and meeting context connected.
- Surveys & Feedback
- Bring customer feedback into the wider relationship.
- Customer Intelligence
- Identify risks and growth opportunities with the context behind them.
MANAGE THE LIFECYCLE
Keep customers moving toward value.
Coordinate onboarding, renewal readiness, and opportunities to grow.
- Onboarding
- Align playbooks, milestones, dependencies, and owners around first value.
- Retention & Churn Risk
- Identify potential churn signals and coordinate retention plans with clear owners and follow-up.
- Renewals & Expansion
- Prepare renewal and growth conversations using the wider account context.
GET WORK DONE
Turn customer context into action.
Reduce manual preparation and keep the next step moving.
- Agent Caleb
- Ask about an account or portfolio. Prepare personalized recommendations, QBRs, and action plans.
- AI Recommendations
- Review relevant next steps with the customer context and reasoning behind them.
- Automation & Workflows
- Use triggers, conditions, tasks, and notifications to coordinate recurring processes and follow-through.
Your team reviews the proposed work and approves consequential actions before execution.
Explore Agent Caleb
REPORTING & INSIGHTS
See the results. Focus the team.
Use reporting to guide decisions across accounts and owners.
- Analytics & Reporting
- Review customer, lifecycle, and revenue trends across the portfolio.
- Team Performance
- Compare outcomes by team, owner, and account within Analytics.
A FEW USEFUL ANSWERS
Before you decide
How do the platform capabilities work together?
Business Profile supplies your business context, while Customer 360 brings individual account information together. Health, adoption, engagement, and feedback help explain what needs attention. Agent Caleb and Automation & Workflows help teams prepare and coordinate the next steps. Analytics provides reporting across accounts and owners.
How does Agent Caleb use these capabilities?
Agent Caleb uses the customer context available in atEaseAI to understand an account or portfolio and prepare personalized recommendations and plans. Your team reviews the proposed work and approves consequential actions before execution through supported capabilities.
Do we need a separate product analytics tool?
You can connect a supported product analytics source. If you do not use one, your developer can send selected usage events from your backend through the Product Usage API. Available usage context depends on the source and events you provide.
TAKE A CLOSER LOOK
See how your team
could work in atEaseAI.
Bring one customer situation to a demo, or explore the platform with a 30-day free trial.
30 days · Up to 50 customer accounts · No credit card required