Increase CS Capacity with Delegate AI Workflows

November 19, 2024

Benefit

Increase Net Revenue Retention and scale your Customer Success or Account Management Team capacity by delegating priorisation of accounts and the required actions to our AI Agent and save time by executing with just one click across multiple systems.

Transcript

0:00 Hi, I'm Hugh and at 42AI we're building the customer success agent for B2B. Now let me tell you why. It's because the goes market stack is a mess.

0:10 There are so many different tools you need to use to get to do your job that it's next to impossible.

0:15 You have Salesforce, you've BI tools like Looker and Snowflake, you've got support tools like Zendesk, Jira tickets for bugs, there is so much going on to understand the context of the customer, it's next to impossible to get your job done.

0:28 But what if someone else could do it for you and 10 times faster? Well, say hello to 42AI. 42AI does the hard work of understanding which customers need attention now and why.

0:43 It does this by integrating into all the different tools. And when it's found someone that I need to pay attention to, it's going to send me an alert.

0:50 So with this particular customer here, we can see we've got Acme Inc. It's a high value customer. They're really struggling on support.

0:58 And there's also a churn opportunity in Salesforce. Okay, not good. But there's some positive signs. Uhm, they're doing well with our particular product.

1:06 And it looks like they're a good upsell opportunity. Now, I could take one of these one-click actions. But actually, I'm going to see what other information 42AI sent me.

1:16 Okay, so it sent me the support tickets. Okay, this doesn't look good at all. And these bug tickets don't look good.

1:22 I think we should send a personalized email. So I'm going to click that button. Again, all one-click, super fast. and what 42AI is doing.

1:30 Is it's grabbing all of the contacts to create this message. Okay, let's give this a once-over. Okay, it's mentioning everything I need it to mention.

1:40 Now, I could send this in email or via Zendesk. But because it's a bit of an upsell, it's probably going to take a few emails.

1:46 Let's add to a sequence in Outreach. Okay, cool, that's done. Now, that's just the human in the loop flow. You may have noticed that a message popped up here.

1:56 Where 42AI has a high degree of confidence, it just automates the process. And this is a game-changer, because traditionally, a lot of people are very reactive to escalations, whereas now, people are becoming proactive.

2:09 And it enables people to ultimately spend more time developing real relationships with customers, and then using 42AI to build workflows to address critical pain points.

2:20 Anyway, as always, if you're interested, please do get in touch. Cheers.

Alex Berry
Co-Founder
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