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Customer Intelligence Agent

The Customer Intelligence Agent delivers a complete view of a customer by surfacing data across your internal systems – empowering sales, customer success, and product teams to drive engagement, retention, and growth.


The Customer Intelligence Agent is your go-to AI-powered assistant for unified customer intelligence. It aggregates data from across the business – contracts, support tickets, usage metrics, event participation, renewal timelines and more – giving every team instant access to the insights they need. Whether you’re working to on customer support cases, identify adoption opportunities, or preparing for a renewal conversation, the Customer Agent surfaces the right context with a holistic context. The agent’s designed modularity and extensibility allows to quickly expand functionality with sub-agents, enabling deeper automation, and smarter customer interactions.

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