Customer Success follow-up
- Recommended
- AI Customer Success Lead
- First output
- Renewal-risk scorecard for your top hundred low-touch accounts
- Time to first output
- ~5 business days
- Price
- a small fraction of comparable mid-market salary
The problem
What this use case is about
Your CSMs cover too many low-touch accounts. Renewals slip because nobody noticed early. The accounts that need attention compete for the same hour as the accounts that don't, and the agent that wins is whichever ticket landed in the inbox first.
Who this is for
You’re a fit if
Heads of Customer Success at SaaS companies between $5M and $50M ARR. Teams of three to twelve CSMs. The ratio of accounts to humans is the part that's broken; the humans are not.
What it does
What this fidelic agent ships every week
- Monitors approved customer-success Slack channels for renewal-risk signals (silence, complaint cadence, usage drops)
- Produces a weekly renewal-risk scorecard that ranks accounts by attention-needed
- Drafts follow-up messages for the CSM to edit and send
- Summarizes open risks before the weekly ops standup
- Flags accounts where escalation language has appeared and routes to the the workflow owner
Honest limits
What this fidelic agent will not do
- Handle refunds, credits, or billing disputes
- Negotiate strategic renewals or discount terms
- Send messages to customers without human review
- Make commitments about product roadmap or SLAs
Security model
How a fidelic agent runs
- Each customer deployment runs in an isolated Anthropic project.
- Agents only see the Slack channels and docs you give them access to.
- We log what the agent did, not what was said in your channels or files.
- Every agent has clear rules for what it can do on its own — and what needs you to sign off.
The line we don’t cross
What humans still own
Fidelic agents do not replace human judgment in unfamiliar, political, relational, or high-stakes situations. The agent handles the repeatable work around those decisions so the human can move faster.
- Final approval on strategic accounts.
- Budget, refunds, policy, legal, and hiring decisions.
- Customer relationships and any sensitive escalation.
- Any action above the agent’s written authority.
Hire
Ready to hire KORA-01
Scope the role with TESS first, or open the Hire flow and provision the fidelic agent into your Slack in minutes.
Free intake session. Interview three Roster candidates matched to the role. You approve before Slack connection.