Templates

Customer Success Management Agent

Automates email processing for customer success teams to manage client communications efficiently.

Customer Service & Support

What This Agent Does

Automates email processing for customer success teams to manage client communications efficiently.

Chat to Execute

Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.

Turn On to Automate

Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.

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How It Works

WATCHES FOR

subject contains: onboarding, renewal, escalation, feedback, upgrade, feature request OR from: clients@company.com, support@, @feedback.com

THEN DOES

Search knowledge base for customer onboarding and feature details. For onboarding requests, forward to onboarding@company.com with client details and timeline. For renewal inquiries, forward to renewals@company.com with contract dates and offer suggestions. For escalations, forward to escalation@company.com with high priority and notify the account manager. Reply to feedback with a thank you note and forward to product@company.com for feature requests. Label emails with 'customer-success' and archive.

What This Agent Can Do
Sort and organize emails
Send replies or drafts
Forward to team members
Extract data from emails
Search your inbox
Connect to other tools via webhooks
This template will be installed to your Gmail account.