Workflows for AI agents in post-sale
Grounded account context, meeting-prep agents and guardrailed renewal agents — narrow, auditable AI motions that extend coverage without pretending to be human.
AI Agent Account Context Playbook 2026
AI agents are only as useful as what they know about the account. Give yours the whole picture — engagement and usage from Accoil, contract and pipeline from the CRM, billing from Stripe, support history, session replays — and every signal comes back as a one-page brief, a drafted outreach and a suggested next step. The CSM reviews and sends; the judgment stays human, the hour of prep doesn't.
AI Renewal Agent for the Long Tail 2026
The bottom 60% of your book gets no renewal motion — CSMs carrying 100–250 accounts can't cover it. This play gives those accounts a narrow agent with hard guardrails: a usage-backed renewal notice, standard quote, reminder cadence and payment, with any decline signal, discount ask or confusion routed to a human mid-thread. Measured against the do-nothing baseline it replaces.
Meeting-Prep Agent Playbook 2026
Call prep is a 15-minute scramble across CRM, analytics, tickets and old notes — and the CSM still gets blind-sided by the usage drop nobody surfaced. This play sends an agent instead: at T-minus 60 it pulls the score trend, seat changes, open tickets and last-call commitments, distills them into a fixed one-page brief, and posts it to Slack so the CSM walks in current.
Every playbook, one download
All 31 workflows as print-ready playbooks — diagrams included. Plus every new workflow as we publish it.