October we announced Kit, ChurnZero’s AI assistant. Our customers’ AI tools and integrations can now write to ChurnZero and read from it, and two new AI play steps write a different note or internal alert for each account. Your team also gets shared signal statuses, internal meeting logging and a cleaner read from Engagement AI.
Kit, your AI assistant, is available to every customer
Click Ask Kit in the top bar on any ChurnZero screen, ask a question in plain language and get the answer without leaving the page. Kit comes in two editions:
- Kit Basic is available to every customer and answers customer success and ChurnZero how-to questions from our Knowledge Base.
- Kit Pro, part of Agentic Essentials, answers from your live account and contact data, your Knowledge Sources and your Customer Intelligence Profile.
From a Kit Pro answer, you can send an email, create a task, log an activity, create a note, build an AI segment, add accounts to a play or journey, or export the results. You review every action before it saves or sends. As of Oct. 31, you can also turn a Kit answer into any standard segment type, including tasks, meetings, notes, success plans and signals, and open it with the See in Segments button.
Admins manage access through Kit Basic and Kit Pro permissions. Read the Kit announcement.
Your AI tools and integrations can now write to ChurnZero
Write access through ChurnZero Connect and the REST API
AI tools connected through ChurnZero Connect and integrations built on the REST API can now create and update ChurnZero records. Write access is available to customers with REST API or ChurnZero Connect access. When a task, note or account update starts in your AI tool, your team finishes it in ChurnZero without retyping.
Admins turn on Create and Update separately for each record type, and no one gets write access by default, admins included. Each change appears in the record’s change history under the user who asked, along with its source. Email and in-app announcement drafts wait in Open Message Reviews until a person sends them.
Writes cover tasks, notes, manually logged meetings, success plans and their goals, achievements and task steps, custom table records, and updates to accounts and contacts. You can also add records to a play or journey and run an agent once. As of Oct. 31, integrations can set meeting custom fields too.
ChurnZero Connect settings and new AI tool connections
ChurnZero Connect now works with Slack, Copilot Studio, Gemini Enterprise, Glean, and desktop and command-line apps such as Claude Code and Cursor. A new Settings page lists every tool ChurnZero provides, the custom tools you’ve connected and how many people use each one.
From that page, admins can remove access to any tool, add their own scripts and automations as custom clients, and approve or decline custom AI tools their users try to connect. Everyone signs in as themselves and sees only what their ChurnZero permissions allow.
AI play steps that write for each account
AI Publish Note
Set one Note Objective, and when the play fires, AI writes a note name and body for each account. AI can also create follow-up tasks and update opted-in account attributes when that account’s data supports it. You choose the customer data AI uses, preview the output against a live account before you activate the play, and set a static backup note. AI Publish Note is available to Pilot customers.
AI Send Internal Email
Write an objective, and AI drafts a different internal email for each account that names the figures behind the alert. You choose the data AI can use, pin up to 10 exact values, start from an AI Starter if you like and preview a draft against a live account. You can also set a backup email for any account AI can’t draft for. Follow Active Hours now works on both the standard and AI internal email steps.
Signals, meetings and Engagement AI
Shared statuses for Signals
Every signal now has one status your whole team sees: Detected, Escalating, Holding, Easing, Resolved, No Longer Relevant or Rejected. Set it from the signal panel or the table menu, one at a time or in bulk. Each change is recorded in the signal’s Actions Taken history with who made it and when, and admins can rename each status to match how your team works. Command Center now shows only open signals. Shared statuses are available to Agentic Essentials customers who use the signal agents.
Internal meetings without a customer contact
Log renewal prep, account reviews and teammate handoffs against an account with no customer contact attached. Use the Meeting action on the account profile or the new Log Meeting action in Command Center. These meetings count on the timeline and in reports, digests and automation like any other meeting.
Gong, Zoom and Chorus meeting syncs
Recordings from Gong, Zoom and Chorus attach to the matching calendar meeting in ChurnZero. The meeting keeps its subject and location, recording notes go below any notes you’ve written, and each meeting triggers one automated follow-up email.
Engagement AI focuses on relationship conversations
Engagement AI now identifies automated content such as auto-replies, ticket acknowledgments and system notifications, and leaves it out of the Relationship Score and topic counts. Those engagements show as Not Analyzed. Sentiment analysis for relationship conversations has been refined, and every active engagement type now gets the full analysis.
More enhancements
- Renewal Hub reports, including the forecast, charts, Actuals tab and workbook, now count a renewal once it has an Up for Renewal Amount. Renewals without one appear in the Deals Missing Up For Renewal Amount warning, and a $0 amount still counts. Some teams will see their GRR change as a result.
- Usage Pacing on the AI Hub Credit Summary counts only active credit grants.
- Admins configure Pilot from a Configure button on its AI Hub card.
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