We’re thrilled to announce the launch of a game-changing new feature that’s about to redefine your day: AI Tasks, powered by Felix inside FunnelStory!
Imagine starting every morning with a perfectly prioritized to-do list — not one you had to spend precious hours compiling, but one built automagically by the power of AI.
What Are AI Tasks? AI Tasks are automatically generated by analyzing real-time "Needle Movers" across your accounts — those key moments when customers are asking for features, flagging support concerns, discussing pricing, or even mentioning competitors. These signals, if left unchecked, can grow into churn risks.
Felix identifies these crucial moments, assesses their urgency and impact on revenue, and creates ready-to-go tasks — freeing you from the daily grind of manual list building and research. 🌟
How Will AI Tasks Change Your Life as a CSM?
âś… Slash up to 50% of your daily workload
âś… Focus only on high-impact action items
âś… Stay ahead of churn with proactive engagement
âś… Become the internal hero who saves accounts and drives revenue
In short: while others are buried in busywork, you’ll be making moves that truly matter.
Ready to see it in action? 👉 Watch the video below to discover how easy it is to activate AI Tasks and let Felix transform your workday!
How to Get Started:
Head to AI Workflow in your FunnelStory configuration.
Activate the default workflow, "Create tasks from action items."
Click Refresh, wait a few moments, and voila!
Visit the Tasks section to find “Tasks created by Felix” — your mission-critical action list.
Each task comes packed with all the details you need: the source, priority, urgency — and the revenue risks you’re tackling.
With AI Tasks, FunnelStory isn’t just helping you work smarter — it’s helping you win bigger. Be the CSM every customer dreams of and every team applauds. 🌟
