What’s the latest from ChurnZero’s platform? Keep reading for a roundup of highlights, including an introduction to our newest AI Agents, plus new ways to customize, communicate, and share across the platform.
Meet our newest AI Agents: Verse and Crux
Verse: Tailored insights and takeaways, written into your slides automatically.
Verse analyzes completed Dynamic Slides presentations and writes executive summaries, chart explanations, next steps, and more—tailored to the data in your deck. Content is automatically added to your slides exactly where you want it, so your team spends less time writing and more time presenting with confidence.
Crux: Translate presentation insights into customer-ready emails.
Crux reads your Dynamic Slides presentation and generates a summary email with key insights and recommended next steps. It’s ideal for post-meeting or even no-meeting follow-up, helping teams share impact faster.
Learn more:
Details on the AI teammates announcement
Updates across ChurnZero: customize, connect, communicate.
What to know:
- New table styling options:Â Customize tables with background colors, border styles, alternate row shading, and more using the new Table Properties menu.
- Column resizing, everywhere: Stretch or shrink table columns, retain your preferences as you work, and keep data readable—no more repeated resizing.
- AI Signals in ChurnScores and Advanced Reporting:Â Use Signal segment types in Segment Results widgets, as well as add Signal-based ChurnScore factors, like number of signals or most recent signal.
- Stronger Salesforce security:Â Rotational Refresh Tokens are now in place, reducing token reuse risk and increasing sync security.
- Smarter sharing for reports and plans:
- Use rich text formatting in internal and external shared emails from Account Insights, Success Plans, Journeys, Custom Dashboards, and Renewal Hub.
- Sharing invite and recurrence emails from customer-facing reports and plans now show up in timelines and message segments—just like other system messages.
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