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Start with the outcome you want

In 30 minutes, see how Outcome Agents would move the numbers your customer success, services and deployment teams own - and pay for the results, not the software.

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One outcome-driving agentic system, for every post-sales team

  • Customer success: catch churn 3–9 months out, grow expansion, and take the busywork off your CSMs.
  • Services and delivery: staff projects, catch delivery risk early, and protect your margins.
  • Deployment and onboarding: turn statements of work into plans, migrate customer data, and keep every handoff document current.
  • Any outcome you define: set a goal, a baseline and a horizon, and agents work toward it.
  • Pay for outcomes: every agent is measured daily on the outcome it is set to move.
  • Not alone: Forward Deployed Engineers work alongside your team on Enterprise.
  • SOC 2 Type II and ISO 27001, with SSO, full audit trails, and the option to run on your own LLM or in your own cloud.

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Customer teams use FunnelStory to stay ahead of risk and ship intelligence at agentic scale

One system, any outcome

An outcome-driving agentic system

The same context graph, wisdom and agents serve every team that owns a customer outcome after the sale. Start with one team, then put agents on the next outcome.

Customer success

Protect renewals and grow expansion

  • Find at-risk accounts 3–9 months out and run the save play
  • Hand AEs a warm, evidenced expansion signal
  • Draft briefs, QBR decks and CRM updates

Services and delivery

Deliver on time and on margin

  • Match skills to projects, and plan reallocations and backfills
  • Watch conversations and delivery activity for emerging risk
  • Flag missing time, unbilled hours and budget overruns

Deployment and onboarding

Get every customer live, faster

  • Turn statements of work into implementation plans
  • Map, transform and validate customer data for migration
  • Keep requirements, solution designs and handoff documents current

Your own outcome

Anything with a goal, a baseline and a horizon

  • Adoption, onboarding time, support load, or a metric of your own
  • Agents find the accounts that can move and act on them
  • Measured every day, so you see what is working

Why FunnelStory agents are reliable

From your data, to wisdom, to agents you can trust.

An agent is only as good as what it knows. FunnelStory builds that knowledge first, so every agent starts from verified facts about your customers - not a prompt and a guess.

  1. 01

    Context graph

    Everything about every account, connected

    CRM, warehouse, product usage, calls, email, tickets and your product docs - 40+ sources, structured and unstructured, linked into one governed graph. It is precomputed, so agents never re-read raw tables to answer a question.

    • 40+ sources
    • Structured + unstructured
    • Role-based access
  2. 02

    Wisdom

    What's true, and what to do about it

    Descriptive wisdom: who the stakeholders are, what they care about and how the relationship has changed, each fact tied to its source. Decision wisdom: which signals actually preceded churn or expansion in your book, learned from your own outcomes.

    • Cited to the source
    • Learned from your outcomes
    • Compounds over time
  3. 03

    Reliable agents

    Detect, investigate and act - on facts

    Agents start from that wisdom instead of guessing. They read your product docs before recommending a step, act with or without a human approving first, and are measured every day on the accounts they move.

    • Cites your docs
    • Assist or autonomous
    • Measured daily

40+

Data sources, self-serve

3–9 months

Early warning on churn and expansion

80–90%

Recall on your own churned accounts

< 1 week

To see results on your own book

Winning by design logo

Ranked as "Top AI solution for Post-Sales"

FunnelStory proudly announces its placement in the "Autonomous" stage of Winning by Design's research brief, "AI on the Right Side of the Bowtie: Unlocking Expansion Revenue Using AI"

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Ensured Data Security

Security built for the Enterprise

We've taken the extra steps to ensure your data is safe. Our platform offers Role-Based Access Control and detailed Audit Logging, ensuring your data is protected and monitored at all times

SOC 2 Type IIGDPRISO