Use Cases – One Autopilot for Your Customers, Your Revenue Orgs, and Your Partners

Click below to watch the Use Cases Presentation.

One Autopilot. Three Fronts.

One AI Autopilot that works for your customers, your customer & revenue orgs, and your partners with their indirect customers.

Your Direct Customers, Your AM/Renewal Orgs, Your Partners, Your Indirect Customers.

Run one Autopilot of AI Agents across every revenue-driving stakeholder. Power business reviews, onboarding and re-onboarding, conversational feedback, and “How do I…?” answers on demand.

Switch the lens, not the engine.

Let branding, narrative, and depth adapt automatically for direct customers, internal customer & revenue orgs, and partners with their indirect customers, keeping value, risk, and next best actions aligned across all three fronts.

Use Cases for Direct & Indirect Customers

Turn business reviews, feedback, and support into a 1-on-1 growth engine for every account — whether they buy from you directly or through partners.

Customer-facing agents (Presenter Host Agent, Lifecycle Agent, Feedback Agent, Embedded Support Agent, Renewal & Expansion Ops Agent) connected to direct and indirect customer accounts
  • Business reviews as your secret growth engine: one-on-one interactive, personalized presentations that show value, usage, adoption, and next steps for every customer.
  • ROI and churn mitigation: compare projected vs. actual rolling ROI to predict churn quarters earlier, make renewals easier, and surface expansion opportunities.
  • Auto-benchmarking: help customers see how they stack up against similar segments so they know where to invest effort for better outcomes.
  • Conversational CX and PX feedback: interweave NPS, CSAT, CES, PMF, and product-efficiency questions directly into the conversation instead of sending yet another survey link.
  • Embedded support deflection: deflect common “How do I…?” questions with in-context answers from your docs and ticket history, while escalating cleanly when a human is needed.
  • Indirect customers, same experience: Give partner-managed accounts the same high-quality, co-branded or partner-branded journey — on the same Autopilot.

Use Cases for Customer & Revenue Orgs

Give CS, AM, sales, and executives the intelligence and story they need before every conversation.

Internal-facing agents (Presenter Host Agent, QuickBrief Agent, Revenue & Renewal Intelligence Agent) feeding AM/Renewal orgs and internal executives.
  • Revenue & Renewal Intelligence: see health, ROI, NRR, and churn risk across the base so no customer quietly slips into yellow or red.
  • Intelligent benchmarking: compare accounts by segment, region, and product to see which cohorts are over-performing, under-performing, or ready for expansion.
  • Pre-meeting QuickBriefs: auto-generated briefings for CSMs, AMs/AEs, and executives that summarize usage, value, risks, and recommended next moves.
  • Ask-Me-Anything on every brief: let internal stakeholders drill into the numbers, segments, and history without hunting through multiple dashboards.
  • Executive portfolio reviews: AI-presented roll-ups that help leaders understand where growth is coming from, where risk is building, and how partner motions fit into the picture.

Use Cases for Partners & Indirect Customers

Turn partners into a governed growth engine with partner lifecycle, satisfaction, and accountability — plus world-class experiences for their customers.

Partner-facing agents (Presenter Host Agent, Partner Lifecycle Agent, Feedback Agent, Partner Accountability, Embedded Support Agent) and Indirect (Partner-Managed) Customers.
  • Partner lifecycle at scale: onboard, enable, and re-engage resellers, distributors, MSPs, and agencies with personalized, AI-presented briefings and playbooks.
  • Partner satisfaction and coaching: run PSAT and partner feedback programs, then turn the results into clear coaching recaps for partner managers and executives.
  • Partner accountability: benchmark partners on health, PSAT, ARR, and NRR so you know who is driving outcomes, who needs help, and where to focus MDF and enablement.
  • Embedded support deflection for partners: answer questions on programs, MDF rules, tools, and implementation patterns without generating a support ticket for every detail.
  • Partner-branded and co-branded reviews: generate and present lifecycle and value reviews on behalf of partners, while still giving you full visibility into performance.
  • Indirect customers as first-class citizens: ensure partner-managed accounts receive the same level of insight, feedback loops, and proactive guidance as your direct customers, all on the same Autopilot.

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