Customer Success

Know every customer. Grow every account.

CRM, calls, support, usage, billing – unified into one living customer picture. Your agents surface who needs attention, why, and draft the right action automatically.

All Customers
AccountHealth
Ramp
Rampramp.com
96
Suggested: Expansion proposal
SnowflakeSalesforceAmplitude
Airbnb
Airbnbairbnb.com
91
Uber
Uberuber.com
62
Notion
Notionnotion.so
43
OpenAI
OpenAIopenai.com
88
5 accounts
How It Works

From scattered signals to
automated action

salesforce
gong
slack
hubspot
stripe
snowflake
jira
bigquery
gmail

Unified customer context

Connect CRM, calls, support tickets, usage data, and billing into one living customer picture. Every signal from every tool – synthesized automatically.

slack
gmail
microsoft365
salesforce
hubspot
jira
notion
github
linear
confluence
sheets
calendar
zoom
asana
stripe
90+
Churn riskNotion
ExpansionRamp
RenewalUber

Identify what matters

Coworker surfaces churn risks, expansion signals, and upcoming renewals across your entire book of business – prioritized by urgency and impact.

Call Sentiment
Usage Trends
Support Tickets
Renewal Dates
Revenue Data
Stakeholder Changes
sheets
QBR deck drafted
gmail
Follow-up email sent
slack
Alert posted to #accounts

Take action automatically

Coworker drafts QBR decks, sends follow-up emails, updates your CRM, and posts Slack alerts – ready for your approval before anything goes out.

Draft QBR deck for Ramp · CS
Post churn risk alert to #accounts · Slack
Send renewal follow-up to Notion · Email
Update health scores in Salesforce · CRM
Coworker in Action

Customer success agents
that do the work.

From post-call CRM updates to proactive churn outreach – Coworker handles the work that keeps your customers growing.

Integrations

Every customer signal, one platform

CRM, call recordings, support tickets, usage data, billing – Coworker connects to every tool in your CS stack and synthesizes the full picture automatically.

Slack
Salesforce
Jira
Google Drive
Notion
GitHub
HubSpot
Confluence
Gmail
Linear
Zoom
Figma
Stripe
Datadog
Asana
Slack
Salesforce
Jira
Google Drive
Notion
GitHub
HubSpot
Confluence
Gmail
Linear
Zoom
Figma
Stripe
Datadog
Asana
Google Calendar
Google Sheets
Google Meet
Snowflake
PagerDuty
ServiceNow
Workday
SAP
NetSuite
Microsoft 365
BigQuery
Amplitude
ADP
VS Code
Chrome
Google Calendar
Google Sheets
Google Meet
Snowflake
PagerDuty
ServiceNow
Workday
SAP
NetSuite
Microsoft 365
BigQuery
Amplitude
ADP
VS Code
Chrome

100+ OAuth connectors – no engineering required

Trust & Security

Built to be enterprise-ready

Security, privacy, and compliance are not add-ons – they're foundational to every layer of the platform.

SOC 2 Type IIVia Secureframe
GDPREU data protection
CASA Tier 2Cloud app security

Permissions & Access Control

  • Role-based access controls (RBAC) with granular permission sets
  • Enterprise SSO via SAML 2.0 and OIDC
  • Multi-factor authentication enforced at every level
  • Scoped API keys with configurable rate limits

Security & Encryption

  • AES-256 encryption at rest, TLS 1.3 in transit
  • Zero-trust network architecture
  • Regular penetration testing by independent firms
  • Vulnerability disclosure and responsible patching

Privacy & Data Governance

  • Your data is never used to train models
  • Regional data residency – choose where data lives
  • Data retention policies and automated purge controls
  • Full data processing agreements (DPA) available

Scale & Reliability

  • 99.9% uptime SLA backed by enterprise agreements
  • Multi-region, multi-cloud infrastructure
  • Horizontal auto-scaling for peak workloads
  • Disaster recovery with <1hr RPO, <4hr RTO

Controls & Oversight

  • Human-in-the-loop approval gates for sensitive actions
  • Complete audit trails – every agent action logged
  • Real-time monitoring dashboards and alerting
  • Configurable guardrails, rate limits, and kill switches

Deployment Flexibility

  • Cloud, private cloud, or on-premise deployment
  • VPC peering and private endpoints supported
  • Air-gapped environments for regulated industries
  • Bring your own model (BYOM) support

FAQ

Frequently asked questions

AI agents continuously monitor health scores across product usage, support tickets, engagement patterns, and communication sentiment. They flag at-risk accounts days or weeks before renewal, giving CSMs time to intervene.

Coworker agents automate health score monitoring, churn early warning, QBR generation, renewal preparation, expansion signal detection, post-call CRM syncing, and onboarding health tracking across your full CS stack.

Coworker aggregates signals from your CRM, support platform, product analytics, and communication tools into a real-time health score. Unlike rule-based scoring, it learns which patterns predict churn for your specific business.

Coworker agents go beyond dashboards. They draft QBR decks, send renewal follow-ups, post churn alerts to Slack, update Salesforce, and escalate accounts. All actions require your approval before executing.

Traditional CS platforms require months of setup and mostly provide dashboards. Coworker connects in hours, learns from your existing data, and takes autonomous action across your tools rather than just reporting metrics.

See what happens when AI knows your customers

Connect your tools. Get your first health scores in minutes.