16 agents in this suite

Customer Success Intelligence

The complete CS platform — health scoring, churn prediction, renewal forecasting, portfolio management, and team intelligence. Everything Gainsight does, powered by your HubSpot.

Agents in Customer Success Intelligence

CS Intelligence
Renewal Setup Agent

Setting up renewal operations from scratch is time-consuming and error-prone

Audit your HubSpot for renewal readiness and get Breeze AI prompts to build what is missing

CS Intelligence
Renewal Health Scanner

Account health signals are scattered across tools and hard to prioritize

AI health scores that reveal at-risk renewals before they become surprises

Manual forecast spreadsheets are inaccurate and outdated within days

Board-ready GRR/NRR forecasts with scenario analysis from live HubSpot data

CS Intelligence
Churn Risk Analyzer

Churn signals are missed until it is too late to intervene

Early warning system that catches at-risk accounts and prescribes specific save actions

CS Intelligence
Renewal Meeting Prep

Preparing for renewal meetings requires pulling data from multiple sources

Complete meeting briefs with talking points, risks, and expansion signals in 60 seconds

CS Intelligence
Outreach Drafter

Writing personalized renewal outreach at scale takes too long

AI-personalized outreach sequences calibrated to account health and archetype

CSMs managing 30-80 accounts have no way to see which ones are healthy and which are quietly going dark

Portfolio-wide health scores for every account — not just renewals — using standard HubSpot data

CS Intelligence
CSM Meeting Prep

CSMs spend 20-45 minutes before every call pulling context from HubSpot, Slack, email, and notes — or they wing it

Complete meeting brief for any customer conversation in 60 seconds — adapted to the meeting type

CS Intelligence
Account 360

Account context is scattered across HubSpot, Slack, email, and spreadsheets — every prep session starts with 20 minutes of data gathering

Complete account intelligence in 30 seconds — health score, stakeholder map, risk signals, and actions

No way to see where revenue risk concentrates across your portfolio without hours of spreadsheet work

Segment your entire portfolio by risk, ARR, timeline, and owner — with action plans per segment

CSMs miss signals across their book because there is no summary of what changed each week

Monday morning email showing what moved, what declined, and what needs you this week

CS Intelligence
Customer QBR Generator

QBR preparation takes half a day per account — compiling metrics, building slides, writing narrative

Complete QBR document from HubSpot data in 60 seconds

49% of CSMs own all upsell and cross-sell with no tools to find opportunities

Ranked expansion opportunities with revenue estimates and recommended approach

New customers silently stall during onboarding and become Year 1 churn

Catch onboarding failures before they become retention problems

CS Intelligence
CSM Workload Analyzer

CS leaders cannot see how risk and accounts are distributed across their team

Per-CSM scorecards with workload grades and rebalancing recommendations

CS Intelligence
CS Playbook Builder

CS teams lack standardized processes — every CSM handles accounts differently

Tailored CS playbooks built from your real portfolio data and account archetypes

BaseCommand Pro

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