08 April 2026 15:15 - 15:45
Designing AI workflows for modern customer success teams
As customer expectations rise and portfolios scale, traditional success models can no longer rely on reactive engagement and manual processes. This session explores how to design and operationalize AI-powered workflows that enable CS teams to move from reactive to predictive and proactive.
We’ll break down practical frameworks for embedding AI into health scoring, risk detection, expansion signals, and success planning, while keeping the human relationship at the center. Attendees will walk away with actionable strategies to automate intelligently, prioritize high-impact activities, and align AI-driven insights to measurable outcomes like adoption, retention, and net revenue retention.