CustifyAI

we are thrilled to announce the integration of our new ai module into our app, designed specifically to empower customer success managers with advanced capabilities by harnessing the power of ai, csms can now streamline their workflows, enhance productivity, and focus more effectively on delivering exceptional value and tailored experiences to each customer this innovation marks a significant milestone in our commitment to driving efficiency and ensuring unparalleled support for our valued customers ai generated playbooks the ai generated playbooks empower you to transform your ideas into actionable strategies in certain situations, you may find yourself needing to create a process flow using playbooks but feel unsure about where to begin this is where the ai generated playbooks feature comes to the rescue designed to simplify the process creation journey, simply input your desired process suggestions and provide hints about the steps you want to incorporate then, sit back and let the ai work its magic in no time, you’ll witness the generation of playbook steps tailored specifically to your needs to build ai generated playbooks, you will simply go to playbooks – new playbook and you will see a suggest playbook button simply click on it and provide a description of the playbook you require after a short wait of a few seconds, the playbook steps will be automatically generated for you if you wish to further refine the suggestions, you can click on suggest playbook again and enhance the initial suggestion the text you initially entered will be preserved, eliminating the need to re write it custify tip! your suggestions have to be clear and precise, but not too detailed – the system will build the flows based on the use cases that it learned let it be creative! example of a good suggestion text create a renewal flow that will create tasks for the csm and email the client about the upcoming renewal example of a suggestion text that might be too detailed (hence a very granular flow, with too many steps) create a playbook for the renewal flow that would alert both the csm and the customer that their renewal is due in 90, 60, 30 days and that would reach out to the customer 2 weeks before renewal to schedule the renewal call add a task to the csm to prepare the renewal presentation example of a suggestion text that might return errors/irrelevant flow (being too general) send best practices when the suggestion you entered is too general, you might see this message in that situation, refine your suggestion and re generate the playbook for now, the steps that can be generated through ai playbooks are tasks whenever the ai generates tasks, they will be automatically assigned to the company’s csm the title, text, and due dates of the tasks will be generated based on the ai’s assessment of how the flow should be structured emails the emails that are generated will be sent from the assigned csm to “all people of the company ” the ai will determine the email subject and body content based on its understanding of the flow by default, no signature is selected, and the approval setting is configured to “on error ” the unsubscribe link is also included by default notifications in app notifications are always generated and directed to the assigned csm of the company the body content of the notification is automatically generated by the ai waiting steps the ai may add waiting steps based on the suggested flow, or the system may automatically include them by default after email steps this is done to prevent multiple emails from being sent consecutively observation ! the ai generator does not create conditions or complex flows automatically if you wish to incorporate these elements, you will need to manually edit the playbook structure also, currently, the tasks, emails and notifications will not contain any dynamic data custify tip! it’s important to note that the generated playbook flow does not have to be the final version of the playbook the purpose of the ai generated suggestions is to provide you with ideas and inspiration for building a playbook, rather than delivering a playbook that is ready to be used immediately to refine and customize the playbook, you have the flexibility to make necessary adjustments to meet your specific requirements ai generated customer summaries this feature is designed to help you effortlessly compile and review customer details, providing a comprehensive summary of the entire account no more scrolling through account histories and manually writing summaries – custifyai handles it all for you! to generate a customer summary, simply go to a customer account select wait a few seconds for the summary to be displayed the generated summary consolidates insights from multiple data points across each customer, encompassing the following sections summary a quick overview of the account’s evolution in depth analysis detailed information about the account evolution, key touchpoints, customer feedback, satisfaction levels, progress, and next steps health comprehensive health score analysis key insights important observations about the account potential risks identified risks that might affect the account recommendations suggested actions to improve the account churn risk analysis evaluation of the churn risk swot analysis account strengths, weaknesses, opportunities, and threats analysis once generated, the customer summary can be saved as a note, allowing you to quickly post a comprehensive update on your customers’ accounts customer summaries – custom templates the customer summaries agent now supports fully customizable templates, allowing different teams to generate summaries tailored to their specific needs you can create multiple templates, define the chapters that make up each one, and choose from a set of built in chapter types such as summary , health , key insights , or potential risks to help teams get started quickly, custify includes four pre built templates general customer summary , a detailed, all purpose overview executive brief , a short and high level snapshot for leadership csm manager review , focused on account management and team performance revenue snapshot , centered around renewal, expansion, and commercial health these templates offer immediate value while still giving you the flexibility to create your own you can also add your own custom templates/chapters with custom prompts, giving you complete control over the structure and level of detail when generating a summary, simply select the template you want to use, and custifyai will produce a version aligned with that format playbooks custifyai summaries saved as notes playbooks can now automatically generate ai powered customer summaries and save them as notes on the customer record when configuring a playbook, you can add a generate custifyai summary step select the template you want to use, and let custifyai create and attach the summary directly to the account this capability is ideal for recurring cadences and periodic reviews, ensuring teams always have up to date, consistent context without needing to generate summaries manually the playbook fully automates the summary creation and posting process, so teams simply review the information and use it in their customer calls important note! this action consumes 3 credits per summary generated before creating an automation that would post it for multiple companies, check your available credits and align with your csm to ensure you have sufficient custifyai credits ai generated follow up tasks managing follow ups has never been easier! after sending a detailed email outlining next steps and actions, simply click create follow up tasks custifyai will automatically generate tasks based on the email content, streamlining your workflow you can quickly refine, add details, and save these tasks, ensuring you stay organized and on top of every customer interaction without missing a beat it's a faster, smarter way to manage your follow ups and keep your workflow seamless and efficient ai generated conversation summary are you tired of sifting through long email chains or trying to pinpoint key points from customer conversations? with custifyai's conversation summary feature, you can now generate an instant overview of any discussion this ai powered tool automatically captures the essence of your conversations, allowing you to quickly review key insights without the need to scroll through lengthy threads save valuable time and stay focused on what matters most—driving results and improving customer relationships ai summary for tickets custifyai can now summarize per ticket activity each ticket gets its own ai generated summary visible directly on the ticket record the summary is generated when the ticket is created or updated and refreshes as new messages or comments arrive ticket summaries are not rolled into an account level summary — they live per ticket, so csms can scan a single conversation quickly without opening every reply observation! it has to be enabled first on the account level, in settings custifyai text assistant ai in every text editor ai assistance is now built directly into text editors across custify when writing emails, notes, tasks, or even customer portal content, you can select any text and ask custifyai to improve, expand, summarize, or rewrite it based on your instructions, helping you communicate more effectively and save time on content creation you can ask ai to build the entire text from scratch, or you can highlight text and ask the ai to improve the tone or clarity expand a short note into a structured summary shorten a long message rewrite a response in a more professional way use case idea a csm drafts a difficult email about a delay in a feature rollout they write the key points in a rough style, then ask the text assistant to “make this more empathetic, clear, and professional ” the final message is easier to read and more aligned with the company’s tone of voice conversational ui “ask custifyai” everywhere a new conversational interface lets you talk to custify in plain language, instead of building every view or rule from scratch it removes the need to search, filter, or piece together information manually giving teams instant answers and helping them make faster, more informed decisions ask questions in customer 360 inside customer 360, you can open an “ask custifyai” panel and ask questions directly about the account (e g , “what changed since our last qbr?”, "is this customer at risk?") to start a conversation, simply go to the company 360 page actions ask custifyai ask a question, explore the response, and hit more details to dive into the underlying data behind the answer instead of digging through attributes, notes or health scores, csms and managers get a quick, ai generated overview before each customer touchpoint or internal meeting note the conversational ui extracts information from attributes, health scores, segment membership, meetings, and subscriptions enhanced filtering in companies list view in the companies list, you can use conversational queries to find the right segment of accounts go to the companies list view add filter ai filtering queries like “show me customers who haven’t logged in for 30 days” or “show me accounts with high arr and recent negative sentiment” will be automatically translated into filters, so users don’t have to remember every attribute or operator ai filtering configuration you can control which attributes custifyai uses when interpreting data for ai based filtering beyond leveraging health scores, default data points, and key metrics, you can define exactly which attributes the ai should consider and how they should be used to manage these settings, go to settings event & attribute editor and select the attributes you want to include or exclude for the ai filtering described above by clicking the edit button next to any attribute, you can define its ai context (providing additional details about the attribute’s purpose) and configure its query patterns , such as synonyms, related terms, example phrases, and usage notes this helps custifyai better understand how the attribute should be interpreted during filtering and natural language queries this ensures the ai works with the right information, reduces noise, and helps prevent confusion or inaccurate results observation! custifyai will still interpret many default and financial attributes without added context, but defining context ensures the highest accuracy and the most reliable results ai filtering context is available only for company level attributes it does not apply to people attributes or events custifyai conditions in playbooks company playbooks can now include ai based conditions that interpret unstructured data instead of a complex rule builder, you can ask a question like “has the customer mentioned budget concerns?" “is the customer actively using the mobile app?” “has anyone complained about onboarding recently?" the custifyai will interpret attributes, health scores, segments, notes, past and future meetings details, subscription information and company tags to return a yes/no style answer that the playbook can use for the branches if the custifyai isn’t confident, you can define what happens next (continue on a default path, or choose a fallback branch), so automations remain predictable after entering your question, you can run a test on companies where you already know the expected outcome this allows you to verify how the playbook condition behaves before enabling it in a live flow once the test succeeds, you’ll also need to configure a fallback option either default to no, default to yes , or fallback condition, which lets you define a more complex condition for the automation setting a fallback is essential, as there may be situations where the ai does not have enough data to return a confident answer slack integration for teams using the slack integration, custify’s conversational ui can be accessed directly from your slack channels csms can ask questions about a customer or segment during internal discussions and get instant answers without switching back to custify to enable the slack custifyai bot, ensure the slack integration is active in settings integrations slack , and add the custifyai bot to the channel where you want the responses to appear note! each query consumes 1 custifyai credit use case idea before a renewal meeting, you ask custifyai “give me a quick summary of this customer, key risks, and any open issues that might impact renewal ” in under a minute, you have a concise briefing that you can use as preparation for the call conversation analysis – sentiment & risk scores extracted from customer conversations conversation analysis brings fully automated sentiment and risk scoring directly into custify, helping teams understand customer tone, urgency, and emerging issues without manually reading through every email the system evaluates each message individually, rolls insights up to the conversation level, and then produces customer level scores that update continuously as new conversations occur sentiment indicates how happy or unhappy a customer sounds it reflects the tone in which a message is written risk, on the other hand, highlights whether anything in the message could jeopardize the relationship it focuses on the actual content of the message for example, a customer might sound calm (neutral sentiment) but mention a blocker that stops them from using your product (high risk) important note! the conversation analysis agent is disabled by default for each account and must be manually enabled (otherwise, the scores in the screenshot above will not be available) once activated, the agent automatically analyses all incoming messages from the past 30 days to generate reliable sentiment and risk scores credit usage depends on the volume of messages processed approximately 1,000 emails require 200 credits and the credits are automatically consumed when the feature is enabled the total number of messages and the corresponding credits are calculated automatically, as shown below how the scoring works conversation analysis calculates sentiment and risk using a three level structure message level each email is analysed independently and receives its own sentiment score (0–100) and risk score (0–100) conversation level all messages within a conversation are combined into a weighted score that reflects what matters most recent messages matter more yesterday’s message influences the score more than one from a month ago longer messages matter more detailed emails weigh more than short replies extreme sentiments matter more very positive or very negative tones shift the score more strongly than neutral ones negative sentiment gets extra weight negative messages count 20% more because they signal potential dissatisfaction high risk signals get exponential weight critical risk messages can outweigh large volumes of neutral communication (15× for critical, 6× for high, 2 5× for medium) customer level conversation scores then roll up into customer level sentiment and risk scores using the same intelligent weighting recent conversations influence the score more than older ones conversations with more messages carry more weight scores update automatically as new conversations arrive, giving you a living, dynamic view of customer health conversation analysis prioritizes recent, detailed, emotionally strong, and high risk signals, and teams get accurate and actionable insights instead of averages that hide important context a single concerning message from yesterday will not be buried under a month of neutral communication the same logic is applied consistently across message, conversation, and customer levels, giving you predictable and trustworthy results custifyai scores across custify sentiment and risk scores now function as company level attributes throughout the platform this means you can filter, segment, sort, and automate using these scores anywhere you use customer data in custify they can be used to filter customer lists by sentiment or risk build segments combining ai scores with revenue, usage, health score, or lifecycle data trigger playbooks based on sentiment or risk thresholds add these insights to dashboards, reports, and calculated metrics common use cases create views such as “customers with increasing risk in the last 7 days ” build segments like “detractors with high arr” or “negative sentiment + low product usage ” trigger playbooks when sentiment drops or risk crosses a certain threshold monitor sentiment and risk trends across portfolios, lifecycle stages, or revenue tiers review the top messages influencing the score to understand what changed and why what happens when you run out of credits? emails received while your credit balance is at zero are skipped — they are not queued or automatically re analyzed once you top up analysis resumes normally for new emails going forward to recover emails from the gap after topping up, toggle conversation analysis off, then back on re enabling triggers a scan of the last 30 days and will pick up any emails in that window that weren't analyzed yet already scored emails are not recharged what happens when you disable and re enable the feature? the same 30 day backfill scan that runs on first enable also runs every time you re enable the feature it analyzes eligible emails from the past 30 days that don't already have a score — including any received while the feature was off — and skips anything already analyzed ⚠️ note the 30 day window is a hard limit emails older than 30 days at the moment of re enabling will not be back filled custifyai settings all custifyai configuration is now centralized under settings custifyai , giving you a single place to manage every ai related capability from this page, you can enable or disable individual ai agents, choose which ai provider each agent should use, set default providers, and fine tune each agent’s behavior to match your team’s workflows this unified configuration area makes it easy to control how custifyai operates across your entire custify environment the default behavior for the new custifyai agents is as follows at release, the text assistant and conversational ui agents will inherit the settings of the customer summaries agent if customer summaries was previously enabled for your account, these agents will be automatically enabled as well each agent can still be managed individually for example, you can disable summaries while keeping the text assistant active the conversation analysis agent is disabled by default and must be manually enabled after acknowledging its higher credit consumption once activated, it automatically analyzes all incoming messages from the past 30 days to generate reliable sentiment and risk scores credit usage depends on the volume of messages processed approximately 1,000 emails require about 200 credits custifyai credits credits consumption and history with the rollout of the new custifyai agents, we’re introducing a credit based system this allows us to keep custifyai affordable, support automation, and cover the costs associated with the underlying ai provider additional information on how we handle ai and your data is available here you can choose whether your custifyai agents run on custifyai’s built in provider or on your own (details are provided in the section below) for customers using the custifyai provider, credit usage is made highly transparent across the platform every custifyai feature clearly shows the number of credits it consumes directly within the feature window the only exception is create follow up tasks , which consumes 1 credit per run and doesn’t show credit usage in the ui due to being a single click action in the settings subscription page, you can see how many remaining credits you have, you can buy credits, or view history of the credits each account includes a standard package of credits at no additional cost when you run out, you can simply go to buy credits and purchase more as needed a package of 4,000 credits costs $100, providing flexibility to use custifyai at a minimal cost under view history , you will see who triggered each ai action, which ai agent was used, how many credits were spent, and the usage over time, with the option to export it to csv files important note when you use your own custom ai providers (openai, anthropic, etc ), usage and billing are handled by those providers and do not consume custifyai credits bring your own ai provider you now have full flexibility in how you use ai within custify you can choose between custify’s built in ai provider which uses a simple credit based cost model or your own custom ai providers like openai or anthropic, which incur no additional custify charges and are billed directly through your existing ai subscriptions this gives you the freedom to use the models you prefer, optimize costs, and meet any compliance or data handling requirements your organization may have you can manage all providers in settings custifyai ai providers select the provider, enter a name for the connection, add the api key (copied from the provider to establish the connection), specify the ai model (e g , gpt 5 1), then test & save the connection available ai providers openai anthropic mistral openai compatible (meaning any provider designed to work with openai’s apis) openai azure each ai agent has its own settings, and you can select the ai provider you want to use for each agent individually when you use your own ai provider (openai, anthropic, etc ), all usage is billed directly through your provider and does not consume custifyai credits custifyai credit usage only applies when using custify’s built in ai provider