ChurnZero AI & Agents

ChurnZero brings purpose‑built, embedded AI agents and assistants that don’t just analyze customer data—they act. Automate the manual grind, surface risk and opportunity earlier, and personalize every interaction at scale so your team can focus on relationships, strategy, and growth.

Discover the impact of AI-powered customer growth.

ChurnZero AI agents are your always-on problem solvers—listening between the lines of every interaction, spotting risk and opportunity early, and keeping your playbook moving even when your team is heads-down with customers. These digital teammates continuously surface best-next-step recommendations, carry out those actions autonomously or on request, and automate the work that slows you down.

ChurnZero AI agent Signals

Shown above: ChurnZero AI agents signal account changes and recommend next steps.

 What makes ChurnZero’s AI different?

  • Truly native AI. Built in-house, not tacked on after the fact.

  • Embedded within ChurnZero. Throughout the platform, AI functionality and agents enrich data, power automation, and strengthen analytics.

  • Purpose-built for customer work. Not generic AI, not AI retrofitted for customer work. We build and test AI within ChurnZero to solve the real challenges you hear from your customers every day and to support the onboarding, adoption, renewal, and expansion processes your team already uses.

  • Designed to be led by people. Our AI agents handle the admin, research, data gathering, pattern-spotting, and triage in the background so your team can show up as trusted advisors, not spreadsheet coordinators.

  • AI that takes action. Always-on agents and autonomous automation close the gap between insight and execution, powering scale without sacrificing experiences.

  • Autonomous and flexible. You decide when agents simply suggest next steps and when they execute those steps automatically across your accounts.

  • Built by a proven innovation partner. We’ve spent the last 10+ years pioneering CX tech. ChurnZero was the first CSP to embed CS-tuned GenAI natively, and we continue to invest a category-leading amount in R&D for AI innovation, dedicating over 80% of our technical teams to an AI-focused roadmap.

Flexible, always-available AI agents and assistants

Our AI agents and assistants are intelligent digital teammates purpose-built to support your customer team. They work alongside your users, automating routine tasks, flagging risk and opportunity, enhancing decision-making, and providing on-demand insights. With continuous access to customer data, AI agents bring consistency, speed, and scalability to your customer growth program.

All ChurnZero AI agents are available to all ChurnZero customers via a self-serve AI Marketplace using credits, which can be refilled at any time. You’ll have full control over which agents you use, which accounts and contacts you apply your agents to, and how often each agent executes on its mission.

The AI Marketplace

ChurnZero AI Agent Marketplace

 

AI agents and assistants: Meet your new digital teammates.

Data Agents

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Archetype: Maintain role assignments automatically and map real influencers across accounts.

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Pulse: Spot the true influencers driving decisions and your partnerships.

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Vibes: Surface changes in customer signals early so you can intervene with confidence.

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Herald: Identify and activate the right advocates before you need them.

Signal Agents

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Harbinger: Detect relationship risk so you can engage before churn is a conversation. 

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Beacon: Spot buying intent from key players to drive growth.

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Echo: Turn unstructured feedback from customers into actionable insights.

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Spotlight: Surface moments of measurable impact so you can demonstrate clear wins and value.

Workflow Assistants

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Intel: Gather strategic customer insights like current initiatives, ICP, and competitors.

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Scribe: Draft smart, contextual replies using customer and product data and proven best practices.

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Recap: Summarize long engagements into clear takeaways and action items.

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Consult: Generate tailored Success Plans giving customers unique paths to value.

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Compass: Generate Success Plan summary emails.

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Crux: Generate Dynamic Slide summary emails.

ChurnZero’s AI Agents have been instrumental in helping us shift from reactive firefighting to proactive, systematic customer success. We needed intelligent automation that could identify at-risk customers early and trigger the right interventions at scale.” – Marc R., Director of CS  

 Built-in AI that delivers unprecedented insight.

 

In addition to AI Agents, ChurnZero’s platform includes a suite of built-in AI functionality that dramatically increases efficiency and improves your knowledge of your customer base.

Engagement AI ChurnZero ScreenShot

Snapshot AI

Generate executive‑ready account snapshots that highlight outcomes, risks, and next steps.

Engagement AI

Learn what matters to your customers and why by analyzing sentiment, relationship dynamics, and trending topics across accounts.

Meeting AI

Turn conversations into structured summaries with action items and follow‑ups.

 

CS AI

Use this CS‑tuned assistant for writing, analysis, and guidance.

“The AI-powered agents’ automation provides predictive capabilities we couldn’t achieve manually, surfacing accounts that need immediate attention and enabling our team to focus on high-impact conversations rather than data mining.”

Why customer teams love ChurnZero AI

Customer success leaders

extend high-touch experiences and unlock growth across every segment.

Customer success management

lead with more clarity and less guesswork, and free their teams to focus on what really matters.

Customer revenue leaders

scale revenue impact and customer coverage, without scaling headcount.

CSMs

refocus on building relationships and solving customer challenges without the everyday busywork.

 

Spend more time on what matters most.

ChurnZero provides clear, immediate insight into what customers need and why—and our AI agents automate the follow-through—so your CS team can spend more time on strategy and relationships, and drive more recurring revenue.

See how ChurnZero’s AI platform can help you retain more customers and grow more revenue.