Agent library
19 agents across 9 sections. Each has one job, runs across every account in your portfolio, and hands off to a human only when judgement is required.
Continuously read usage, tickets, CRM, email and calendar signals.
Decide what the signal means for this account, in this segment, at this stage.
Notify, draft for approval, or execute - according to the policy you set.
A tier is set per agent and per segment, so the same agent can act freely on your smallest accounts and stay silent on your largest.
You get an in-app notification. Nothing is done.
The action waits in the Approvals queue for a human.
It executes immediately, and is audit-logged.
Scoring accounts and catching decline early.
Reads signals, usage and support history to score account health and call out the top one or two risks in plain language.
Where the output lands
Inline on the account overview, and saved to that account’s Agent Runs history.
Flags accounts whose health score drops below a threshold you configure.
Where the output lands
The signal it raises appears on the account and on the Signals dashboard.
Getting ahead of every renewal conversation.
Builds a renewal-ready brief - confidence level, key risks, expansion opportunities and a suggested talk track.
Where the output lands
Inline on the account overview, and saved to that account’s Agent Runs history.
Flags an account at-risk when health is low and the renewal is inside your window.
Where the output lands
A signal on the Signals dashboard, and a risk flag on the Risk dashboard.
Finding the expansion nobody noticed.
Looks at the account’s current state and recommends the single highest-impact next action, with an owner and a due date.
Where the output lands
Inline on the account overview, and saved to that account’s Agent Runs history.
Scans healthy accounts for seat saturation, expansion intent and sustained high health, then flags them with an upsell recommendation.
Where the output lands
An opportunity flag on the Risk dashboard, and a task on the Tasks dashboard.
Watching the people, not just the product.
Reads recent contact and signal activity for the account’s champion and flags when they have gone silent for 21+ days, changed roles, or left.
Where the output lands
A signal on the Signals dashboard, and a re-engagement task on the Tasks dashboard.
Time-to-value, tracked for every account.
Tracks kickoff, integration, first value and go-live, and raises a signal or task when an account stalls in a stage.
Where the output lands
A signal on the Signals dashboard, and a task on the account and Tasks dashboard.
Drafting, replying, and knowing when not to send.
Reads a customer’s actual email - subject and body - works out tone and intent, and writes a reply to what was said. Saves it as a draft unless you have explicitly turned sending on.
Where the output lands
Threaded onto the ticket the email created, and in the email drafts queue.
Drafts a short, warm check-in to the account’s champion, personalised from their contact details and account context.
Where the output lands
Inline on the account overview as a one-off suggestion.
Classifies an inbound email - billing, feature request, complaint, churn risk - drafts a reply, and escalates on segment, tier and safety checks.
Where the output lands
The drafted reply in the email drafts queue; an escalation as a signal or approval.
Decides what to do with a draft based on segment: draft it into the CSM’s mailbox, raise an approval, or just notify. Never auto-sends - a human still clicks Send.
Where the output lands
A mailbox draft, an Approvals entry, or a notification, depending on the tier.
The reviews and digests nobody has time to write.
Drafts a quarterly business review - health trend, adoption highlights, risks and next-quarter goals.
Where the output lands
The full QBR is the body of a task on the account and the Tasks dashboard.
Rolls up every flagged signal, at-risk account and recent agent action across a CSM’s book into one daily digest. Runs as its own scheduled job.
Where the output lands
A Notifications entry carrying the headline summary.
Running playbooks, and stopping when they stall.
Given a fired signal, selects the matching playbook and drives it one step at a time - sending the next outreach, waiting, or marking the sequence resolved.
Where the output lands
Any email it sends appears in the Customer 360 timeline.
The circuit-breaker for autonomous playbooks - reviews execution history and raises an internal task when a sequence has stalled instead of looping. Never customer-facing.
Where the output lands
A task on the account and the Tasks dashboard.
The building blocks workflows assemble from.
Given a flagged account or signal, creates a task assigned to the account owner.
Where the output lands
The account’s tasks, the Tasks dashboard, and Today’s Focus if due today.
Posts an in-app notification to the account owner when a signal fires.
Where the output lands
The Notifications page and the sidebar badge.
Sweeps open tasks and asks the model whether each should be closed, given a fresh evidence note, or left alone - based on recent signals and agent runs.
Where the output lands
Edits the task in place, wherever that task already shows.
Describe the signal, the reasoning and the allowed actions. Clynto scaffolds the agent, runs it in test mode against historical accounts, and lets you promote it when you trust it. It will tell you if an existing agent already does something very similar.
See how to build one →Backed byMicrosoft for Startups