Snapshot AI

Say goodbye to time-consuming, manual account summarization. Snapshot AI creates detailed summaries in seconds by analyzing call notes, surveys, health scores, and usage data.

Stay ahead of churn with Snapshot AI

Snapshot AI gives your team an instant view into customer accounts, so you can make better decisions, spend less time getting up to speed on customer details, and build stronger relationships.

You get account summaries that you can share easily across your team and with executives, which include:

  • Visibility into account health, including ChurnScore and usage trends, so you can spot changes early.

  • Recent survey and email insights to understand what customers are saying right now.

  • Accurate reporting, backed by the latest data.

  • A quick look at notes and activities to give you context on recent interactions.

Why it matters

Snapshot AI lets you focus your energy and expertise on your customers.

  • Save 90% of meeting prep time with instant access to the latest account information.

  • Skip the manual work—no more hunting for data or building summaries from scratch.

  • Get up to speed fast before meetings, executive check-ins, or escalation calls.

  • Write better follow-up emails in less time, using clear account context and details.

Summarize in seconds, not hours.

Take back the time your team currently spends combing through account data before renewal meetings and customer calls. Snapshot AI uses Customer Success AI™ to quickly analyze your accounts in depth and generate customizable summaries with everything you need to know. 

Turn insight into action

Snapshot AI customer account summary dashboard - ChurnZero

Want to learn more?

“From looking for expansion or upsell opportunities to getting a good feeling on sentiment for a renewal, there’s so much data to look through. ChurnZero puts it all together for me in a one-pager. I can read what’s there, then drill down when something looks interesting.” – Kathy Isaac, Flare

Why customer success teams love ChurnZero’s Snapshot AI

CSMs

save hours of work per customer that they used to spend writing summaries for QBRs and executive meetings.

Customer success leaders

get a complete overview of a customer before an escalation call to ensure they understand the customer’s history and current needs.

Customer revenue leaders

see historical account trends and performance to identify risk early and forecast revenue more accurately.

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 Snapshot AI will change how you work forever