# AI Agents for Customer Success Teams

> Spot churn risk, surface expansion opportunities, and keep every account on track with AI agents. Built for customer success teams.

Source: https://cotera.co/solutions/customer-success

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## Use cases
- [Account health](https://cotera.co/solutions/customer-success/account-health.md): Monitor customer health scores, detect churn risk, and surface at-risk accounts early.
- [Customer engagement](https://cotera.co/solutions/customer-success/customer-engagement.md): Automate follow-ups, track NPS, and keep customers engaged through onboarding and beyond.

## All Customer Success agents (10)
- [Automated QBR Brief + Deck Generator](https://cotera.co/solutions/customer-success/automated-qbr-brief-deck-generator.md): Generate a complete QBR brief and slide deck from Attio account data and call transcripts. Supports Grain or Gong for call source and Google Slides or Gamma for output.
- [Attio Customer 360 Builder](https://cotera.co/solutions/customer-success/attio-customer-360-builder.md): Build a complete customer profile from Attio. Pull records, notes, calls, transcripts, and schema to create a comprehensive account brief.
- [Calendly Follow-Up Automator](https://cotera.co/solutions/customer-success/calendly-follow-up-automator.md): Draft personalized follow-up messages after Calendly meetings. Pull invitee data and post follow-up drafts to Slack.
- [Customer Success Monitor](https://cotera.co/solutions/customer-success/customer-success-monitor.md): Monitor customer accounts for news, funding, layoffs, and leadership changes. Alert your CS team via Slack.
- [Shopify + HubSpot Customer Sync](https://cotera.co/solutions/customer-success/shopify-hubspot-customer-sync.md): Sync Shopify customer data into HubSpot automatically. Match customers, update contacts with order history and lifetime value, and flag mismatches.
- [Customer Feedback Analyzer](https://cotera.co/solutions/customer-success/customer-feedback-analyzer.md): Aggregate and analyze customer feedback from reviews, support tickets, and social media. Identify themes and generate voice-of-customer reports.
- [Vitally Customer Health Monitor](https://cotera.co/solutions/customer-success/vitally-customer-health-monitor.md): Pull account data, recent conversations, open tasks, and notes from Vitally to build a health snapshot for any customer.
- [Vitally Account Onboarding Tracker](https://cotera.co/solutions/customer-success/vitally-account-onboarding-tracker.md): Track onboarding progress for new accounts by pulling projects, tasks, and milestones from Vitally.
- [Vitally NPS Follow-Up Automator](https://cotera.co/solutions/customer-success/vitally-nps-follow-up-automator.md): Log NPS responses and automatically create follow-up tasks and notes for detractors and promoters.
- [Vitally Churn Risk Detector](https://cotera.co/solutions/customer-success/vitally-churn-risk-detector.md): Scan Vitally accounts for churn signals like stale conversations, overdue tasks, and missing engagement, then create follow-up tasks.