AI for Customer Success and Account Management
Which account needs you, why, and what to do.
Four specialized agents, verified against your data, delivered into your tools.
Hello,
Your priorities today (2)
● €85,000 ARR · Health 34/100
Silent for 28 days and quote not opened. No meeting in 6 weeks.
→ Escalate to the sponsor
● €42,000 ARR · Health 58/100
Adoption declining on 2 key modules.
→ Schedule a usage review
Opportunities (1)
● €120,000 ARR · Health 88/100
→ Propose an Enterprise upgrade
All diagnostics →
From signal to verified diagnostic.
You connect your sources. The agents analyze every account. The diagnostic lands where you work.
Your sources connect
Your CRM, HubSpot, Salesforce, Pipedrive, Zoho or Attio, in minutes via OAuth. Then email, calendar, support, telephony, billing, productivity and any other source via API or webhook to enrich the analysis. Every source connected sharpens the diagnostic without redevelopment.
The 4 agents analyze every account
Every day, the engine cross-references your sources. Defense tracks risk, Expansion revenue, Field relationships, Strategy trajectory.
Every claim is verified
The verification engine constrains the output: every claim is checked against the source data. Hallucinations are detected and blocked before delivery.
The diagnostic lands in your tools
Slack, Microsoft Teams, email, enriched fields in your CRM or a signed webhook. On the pull side: REST API and MCP server for your own tools.
4 angles of analysis. Every perspective covered.
A generalist agent averages everything and decides nothing. Each Phano agent watches a single angle of your accounts, and digs all the way down.
Defense
Portfolio protection
What it watches
Churn risks, renewals, disengagement, dunning scoring
Sample diagnostic
AI-generatedSilence for 28 days + renewal at D-22 = critical risk
What it delivers
Expansion
Revenue growth
What it watches
Quantified upsell/cross-sell opportunities, decision-makers identified
Sample diagnostic
AI-generatedUsage +40%, 3 new users, active sponsor = upsell opportunity
What it delivers
Field
Relationship coverage
What it watches
Exchange frequency, touchpoints, active/inactive stakeholders
Sample diagnostic
AI-generatedNo contact with the CTO for 6 weeks, last sponsor email neutral
What it delivers
Strategy
Long-term view
What it watches
Portfolio positioning, trends, segment benchmarks
Sample diagnostic
AI-generatedARR flat for 3 quarters, segment growing among competitors
What it delivers
Your CSMs see the risks, your Account Managers the opportunities. The first diagnostic arrives the same day.
Try for freeDelivered where your teams work.
Not another dashboard to open. The 4 agents' diagnostics land in your tools, via push or pull.
Critical alerts and phase transitions in real time
Interactive Block Kit, 1-click feedback, daily standup
A summary of your priority accounts every morning
Daily on Standard, weekly during the trial
phano_* fields enriched in HubSpot, Salesforce, Pipedrive, Zoho, Attio
Phase, confidence, action, narrative, permalink
Alerts and notifications in your Teams channels
Native connector, adaptive cards
Signed JSON POST to your endpoint
HMAC-SHA256, retry, SSRF protection, DLQ
Pull access
/accounts, /accounts/{id}/intelligence, /portfolio/summary
Bearer token, granular scopes, cursor pagination
Tools exposed for Claude, Cursor or any MCP client
phano_getPortfolioSummary, phano_getPortfolioRisks, phano_getAccountIntelligence...
Frequently asked questions
No. They remove the investigation work, not the job. The agents cross-reference the data, verify their conclusions and deliver a diagnostic with the recommended action. The customer relationship, the negotiation and the decision stay human.
Via push on 5 channels: Slack, Microsoft Teams, email, enriched fields in your CRM (HubSpot, Salesforce, Pipedrive, Zoho, Attio) and an HMAC-signed webhook. Via pull: REST API and MCP server to query your account intelligence from your own tools.
The proprietary verification engine constrains the agents' output. Every claim is verified against the source data: an unverifiable claim is blocked before delivery. You only receive diagnostics backed by your real data.
Your CRM is enough: HubSpot, Salesforce, Pipedrive, Zoho or Attio via OAuth. The first diagnostic arrives the same day. The trial runs 30 days, no credit card, up to 500 accounts. The other sources (email, calendar, support, telephony, billing, productivity) then sharpen the analysis.
Put all 4 agents to work on your accounts.
Connect your CRM. Defense watches your risks, Expansion sizes your opportunities, Field tracks your relationships, Strategy reads your portfolio.