AI agents for Customer Success Leaders

Retain more customers and spot risks before they churn. Triform automates the health monitoring, renewal tracking and proactive outreach that keeps your book of business growing.

Churn risks flagged before they become cancellations
Renewal workflows that start automatically
CSMs focused on high-impact conversations instead of admin

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Your world today

✕ Learning about churn risk only when the customer asks to cancel

✕ Renewals that sneak up because nobody was tracking the dates

✕ Onboarding that drags because manual steps get forgotten

✕ CSMs drowning in admin instead of talking to customers

✕ No consistent view of customer health across the team

How Triform helps AI Agents for Customer Success Leader

Customer Churn Risk Alerts

Monitor product usage, ticket sentiment, and billing status to identify at-risk accounts. Get daily alerts with context and suggested actions before customers churn.

Customer Onboarding Automation

Streamline customer onboarding from signup to first value. Automated account setup, welcome sequences, and milestone tracking.

Contract Review & Obligation Tracking

Extract key obligations, renewal dates, and clauses from executed contracts. Maintain a central register and set reminders for critical milestones.

Industries and company types

Scaleup Enterprise

Start with one flow and scale from there

You don't need to transform your entire CS operation at once. Most CS leaders start with a single pain point: churn alerts, renewal tracking, or onboarding automation. Once that's running, the next flow becomes obvious.

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