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Keep your customers connected and engaged with our
Conversica® AI Customer Success Assistant.

Customers who are not fully onboarded or or not fully maximizing their use of your product are on their way toward churn. You can ensure your customers are successful in using your product by implementing AI into your Customer Success operations.

The Conversica AI Customer Success Assistant will help you scale your Customer Success and Account Management teams, and will ensure that more of your customers are productive and happy with their experience using your product. Our AI-powered Customer Success Assistant integrates easily with your existing tech stack including Salesforce, Microsoft Dynamics, Oracle, HubSpot and more.

How? A virtual assistant, powered by artificial intelligence, engages customers with natural, two-way email conversations. Using relevant messages that elicit genuine responses, Conversica interprets replies and uncovers important details, such as progress in the onboarding journey, customer health, interest to attend activities such as a Quarterly Business Review (QBR), propensity to renew, and overall customer satisfaction.

Best of all, Conversica helps you immediately scale your team and engage your customers, using the same technology you already have integrated. We connect you with your customers so they stay loyal and ready for upgrades.

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  • An AI Customer Success Assistant who engages existing customers via personalized, two-way conversations to reduce costs, while increasing retention and upsell opportunities


  • The Conversica AI Customer Success Assistant initiates contact, intelligently interprets replies, and crafts tailored responses to engage your customers at scale

  • Closes the loop by providing metrics on customer follow-up and response rates, so you can ensure every customer is receiving personal attention


  • Increases the number of customers cared for by your existing customer success team

  • Allows customer success managers and account managers to focus on high-value customers

  • Cares for each customer as an individual, developing a personal relationship with each one

  • Delivers unique insights into the effectiveness of your customer success team

  • Serves your tech-touch customers via automated yet authentic communications

Customer Success Assistant

How to use Conversica for Customer Success

Conversica can engage thousands of customers simultaneously through automated, yet personalized conversations. Scale your existing Customer Success or Account Management team with AI and you will be able to:

  • Encourage customers to fully utilize your products
  • Remind customers to renew and identify those who need more attention
  • Invite customers to key customer events, such as QBRs
  • Gauge customer satisfaction and measure NPS
  • Conduct customer health checks
  • Drive customer advocacy

Subscription and implementation 

Conversica is a cloud-based, software-as-a-service application, so no onsite installations or upgrades are required. Conversica will work as a stand-alone system and can be integrated with your Salesforce system. Implementation can be completed in hours, depending on your requirements. In addition, Conversica can be accessed by any mobile device. Conversica is a subscription service with a variety of tiers to meet your needs.

Download Data Sheet


Watch the short video below to learn how Conversica is automating Customer Success operations.

Download our data sheet to learn more about the Conversica AI Customer Success Assistant.

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