Ready-made app

Client portfolio

Comes with the Customer Success Manager agent. When you add it, the agent sets up this app in a few minutes, keeps it up to date and adapts it to how you work.

Available in every region: Canada, the US and the EU.

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A client portfolio table showing active projects, a progress bar and renewal timing for each client.
Example Example screen. Your app is set up for your business.

A ready-made app that shows how each client account is doing and when it renews.

What you can do

  • Track every account’s health and renewal
  • Log check-ins
  • Chase follow-ups and open issues

The agent that runs it

Customer Success Manager

Comes with a ready-made client portfolio and runs it for you: tracks every account's health and renewal, logs check-ins, chases follow-ups and open issues, and adapts the app to how you work.

What the agent brings

  • Account brief: Use before any customer check-in, QBR or renewal conversation.

How it works

  • The box “Include a ready-made app” is ticked by default when you add the agent. Untick it and the agent is added without the app.
  • You and your colleagues sign in to the app with your email.
  • Setup runs in the background, step by step, and each step is retried up to 3 times. The app appears as a website project of the person who added the agent.
  • The agent reads and writes the app’s data, and can change the app itself through the Websites & apps builder.
  • The app needs a connected environment and funds in your balance. Without them, the agent is added without the app and explains why in its conversation.
  • The app goes live automatically when the agent is added. You can untick the box when added.

More apps: Sales and clients

All ready-made apps

Questions

What does the agent use to judge whether an account is at risk?

Whatever signals you connect, such as usage, support volume or gaps in contact. It names the signal that triggered the flag.

Can I add the agent without the app?

Yes. Untick “Include a ready-made app” when you add the agent.

What if the app cannot be built?

The agent is added without it and explains why in its conversation. It needs a connected environment and funds in your balance.

Add the Customer Success Manager agent

The Client portfolio app is included. You can untick the box when you add it to add the agent alone.

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