Customer Success agents
Help your CSMs upsell, renew and update customers.
Create AI customer success agents in seconds to find information, write documentation and help articles, and keep customers happy—securely using your company's knowledge in a collaborative workspace.
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The problem
Your team spends more time searching for information than updating and answering customer questions.
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Our solution
Mindset AI’s agents securely use your tools and company knowledge to provide CSMs with the information they need for daily customer comms.
Agent Builder
Create and share agents with your CSMs in seconds.
Create AI agents from scratch or use our templates for tasks like product FAQs, writing content, and analyzing feedback. Define your agent's purpose, personality, rules, and appearance using simple language then share with team members—no technical expertise needed.
Product Knowledge
Keep your success team updated without the hassle.
When CSMs ask a question, the AI agent will find the information and source they need instantly, connected to the latest product roadmap updates, customer insights, alerts and more. Help your team provide the latest information to customers without relying on colleagues.
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Documentation & Help Articles
Create support content faster.
Mindset's support agent helps your team create on-brand documentation and help articles more efficiently. It's more consistent than generic AI tools and faster than writing from scratch, making it easier to keep up with product changes.
Voice of the Customer
Make your customer’s voice heard across all teams.
Share your CSM agent across teams, so everyone has access to customer meeting recordings, tickets, and notes, improving decision-making by making knowledge readily available via a conversation.
Build faster with Mindset AI:
Book a demoEmbed agents into your product with just a few lines of code.
Always up to date - we manage the backend, so you don’t have to.
Roll out agents to all your customers from a single setup.
Connect agents built elsewhere and use them with Mindset’s tools - in your product.
Ground agents in your and your customers’ data for accurate answers.
Let customers securely sync and manage their own private content.
