Keep every customer. Let AI watch the dashboard.
Onboarding checklists, health tracking, QBRs and check-in cadence handled, so churn gets spotted before the goodbye email.
Where the hours actually go.
Onboarding is checklist chaos
Every new customer needs the same twenty steps coordinated across their team and yours, tracked in spreadsheets and hope.
Health signals hide in the data
Usage drops and support spikes predict churn, but nobody can watch twenty accounts daily.
QBR prep multiplies
Each quarterly review wants usage numbers, milestones and ROI evidence assembled per account, every quarter.
Check-in cadence dies quietly
Proactive touches are the job, but reactive fires always win the calendar, and quiet customers churn first.
Your toolkit inside kiap.ai
Live today inside the super app, or being built on the same API. Everything AI drafts, you approve.
Onboarding portal
New customers follow a structured checklist: kickoff, setup, training, go-live, with progress visible to both sides.
Customer health dashboard
Usage trends, ticket volume and engagement per account, so the at-risk list builds itself.
QBR deck drafter
Assembles each account's numbers, milestones and wins into the review deck, ready for your story.
Renewal pipeline
Contract dates, stakeholders and expansion notes per account, flagged well before renewal.
Check-in sequences
Tiered touchpoints keep every account warm: 30-day check-ins, tips and feature updates on your cadence.
In-product help agent
Customers get instant answers to product questions, and you see what they struggled with.
A day with AI doing the busywork.
The health dashboard flags an account with usage down three weeks. A check-in goes out before your morning meeting.
New customer kickoff: the portal assigns their steps and yours, deadlines visible to both teams.
Friday's QBR is drafted from the account's data. You build the narrative, not the numbers.
Two renewals hit 60 days out. Renewal conversations start on schedule, not on discovery.
Questions customer success managers actually ask.
Will AI replace customer success managers?
No. Retention is trust: executive relationships, saving at-risk accounts, reading between the lines of a quiet customer. AI watches the signals and keeps the cadence; the saves are yours.
How does health scoring work?
From signals you define: usage trends, support volume, engagement and request patterns. The dashboard surfaces change early; you judge what it means.
Does it replace our product analytics?
No. It sits on top for the CS view: which accounts need attention this week, not which button users click.
I manage an SMB book of fifty accounts. Can it cope?
That is exactly the case it is built for. Large books survive on cadence and early signals, which is precisely what the tracking layer automates.
What does it cost?
The toolkit is in the standard plan. One churned account prevented pays for it many times over, and the dashboard is how you catch it.
Keep the craft. Drop the admin.
See your toolkit running inside kiap.ai. One call, a real walkthrough, no pressure.