What’s new on ChurnZero’s platform? This month: Agentic Essentials, custom customer profiles, and new Play steps.
Agentic Essentials
Agentic Essentials is designed to help you start with the right foundation. This annual subscription brings together ChurnZero’s AI Marketplace, AI credits, ChurnZero Connect (MCP), Knowledge Sources, and the Customer Intelligence Profile, so your AI-powered work can be grounded in rich product, business, and customer context.
With Agentic Essentials, your team can use ChurnZero Connect to bring live ChurnZero data into Claude or ChatGPT. You can also use Knowledge Sources and Customer Intelligence to give ChurnZero AI more of the context it needs to produce relevant, useful outputs.
Agentic Essentials also includes access to all ChurnZero’s AI agents and assistants, including three new handoff agents built to protect customer context at critical transition points:
- Baton helps standardize Sales-to-CX handoffs.
- Liftoff helps carry implementation context into the ongoing CS relationship.
- Transfer helps preserve account history during CSM-to-CSM transitions.
Three new ways to customize your customer profiles
- Account Insight report tabs let you dedicate a profile tab to a single Account Insight Report, so report data lives directly on the customer profile.
- Custom Table tabs let you group related tables into their own focused tab, with control over the columns shown in each table.
- Attribute tabs let you create focused field views for specific teams or use cases, such as implementation details, usage stats, contract data, or license information.
Four new Play steps
Plays can now automate even more of the follow-through that often happens after a customer milestone, risk signal, or workflow step. New Play steps include:
- Publish Note: Create notes automatically from a template or from scratch, and share them via email, Slack, or Microsoft Teams.
- Log Activity: Automatically log a completed activity to the customer record.
- Generate Dynamic Slide: Start Dynamic Slide creation automatically from a Play.
- Run Agent: Put an eligible AI agent to work inside a Play. Admins control which agents are eligible.
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