Kit: AI assistant for customer growth teams

Ask Kit about your customers and get answers built on your accounts, your role and how your company works.

Ask about any account. Act on all of them.

Kit knows your customers, what makes your team successful and what makes you, you. It’s built on customer success expertise and your business context, and it works inside your CS operations hub under permissions you control.

Answers draw on each account’s health scores, usage and signals, along with every email, meeting, note, survey, task and Success Plan on the account. Your Customer Intelligence Profile adds your products, your competitors and what healthy and at-risk mean at your company. When a question could mean more than one thing, Kit tells you.

See Kit in action.

Meet Kit: Your new AI assistant for customer growth.

AI that know you, your customers and your business.

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Get answers from your own docs: Connect your SOPs, playbooks, battle cards and product docs as Knowledge Sources, and get answers that link to the document Kit used. Ask how ChurnZero works, and Kit answers from the ChurnZero Knowledge Base, with no support ticket.

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Make your customers feel known: Get a pre-renewal email that reflects a customer’s goals and your history with them, or draft outreach for a whole list at once. Every draft follows your AI Writing Profile and waits for you to review and send.

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Keep account history on record: Find out what changed, who left and what you promised, then log it as a note on the account. Your team and Kit can return to it later.

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Turn a sentence into a live segment: Ask for your 20 biggest renewals with usage down and no recent meeting, then save the answer as a segment without writing a query. Use it anywhere you’d use a segment in ChurnZero, and it updates as customer data changes.

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Use Kit wherever you work: Open Kit from the top bar on any ChurnZero screen, and keep it open as you move through the platform. Ask Kit questions in Slack and Microsoft Teams too.

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Automate from a single answer: Ask who’s near their license limit, create a task on every account in the answer, then make the list the entry criteria for your expansion play. Accounts that approach the limit later enter the play too.

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Control who sees what: Choose who gets Kit, pause it at any time and approve every action before it runs. Each person sees only what their permissions and account roles allow. ChurnZero does not use customer data to train AI models, and each request is scoped to your data and processed in your tenant’s region, the United States or the European Union.

Why customer teams love Kit our AI assistant

Customer growth leaders

give every permitted user a working assistant on day one, with no build project and no data work.

Customer success operations

let the team pull their own lists and get their own how-to answers, while deciding which Knowledge Sources Kit reads.

Customer team managers

ask about their team’s whole portfolio and get the answer in the same minute, without filing a request with Ops.

CSMs

turn an answer about an account into a follow-up task without opening another screen.

ChurnZero features in action

ChurnZero’s AI Knowledge Sources is an industry-first capability that connects your AI agents directly to the knowledge your team already relies on, so they understand your business as well as your customer data.

The more info your agents have, the smarter they get. AI Knowledge Sources adds another critical layer: your company’s documentation, playbooks, and product knowledge.

By connecting your internal and external knowledge sources (e.g., Zendesk or Confluence), ChurnZero AI agents become even smarter digital teammates, automatically referencing trusted sources as they analyze customer interactions, recommend next steps, and help you scale.

See how ChurnZero’s AI gives you a competitive edge.