45x
Fewer AI tokens to get grounded account answers
Real teams. Real numbers.
Discover How Our Customers Are Thriving with FunnelStory!
Read the story →
11K+
Customer accounts unified into one Customer Intelligence Graph
80%
Cut in manual CS busywork across both workspaces
500K+
Conversations reconciled into a single model
Why these agents are reliable
An agent is only as reliable as what it knows.
Most AI agents reconstruct the customer at runtime and guess. FunnelStory's agents don't. They run on accrued wisdom — a governed, compounding understanding of every account, computed once in the Customer Intelligence Graph — so every decision starts from verified truth.
Raw Data
Usage, revenue, support, conversations, meetings, & more - structured & unstructured.
Precomputed Intelligence
Predictions, needle movers - computed, point-in-time analytics.
Accrued Wisdom
The governed understanding of each account that informs every decision.
Reliable Agents
Reason over something governed and true — instead of guessing at runtime.
Validated, not asserted.
The predictions feeding your agents are trained and backtested against your own churned and retained accounts — measured on recall, not a generic formula. No hallucinated risk scores.
Outcome-based agents
Two ways to put an agent to work.
Every FunnelStory agent is built around an outcome — retention, expansion, adoption — not a chat prompt. You choose how much autonomy it gets.
CS Assist mode
Human-in-the-loopInvestigation & Triage
Your CSM asks; the agent reasons over the account's wisdom to investigate and triage — what's happening, why, and what to do — with the evidence attached. A copilot for the judgment calls.
Example
"Why did Acme's health drop?" → the agent pulls stakeholders, recent conversations, and needle movers, and answers: champion went quiet + a pricing concern 30 days pre-renewal.
Direct Action mode
AutonomousAutosuggested Action Cards
The agent runs the full Detect → Investigate → Act loop on its own and surfaces a ready-to-review Action Card: the recommended play, the evidence behind it, and outreach drafted - assigned to the right CSM OR it can directly take the action
Example
Overnight, an agent detects a renewal risk, investigates it, and by morning the CSM has a card with the play, the why, and an email ready to send.
Detect → Investigate → Act
Wisdom makes agents powerful at every stage.
Great customer success is a loop: catch the signal, understand it, act on it. The Customer Intelligence Graph makes your agents strong at all three — because each stage draws on a different layer of wisdom.
Intelligence that takes action
Short-burst workflows, or always-on agents.
The same infrastructure runs both — trigger-based workflows for immediate execution, and persistent agents that watch your accounts around the clock.
Agentic workflows
Trigger-based, multi-step
A defined process that fires on a signal and runs to completion — the workhorse for routine, repeatable operations.
Example
For every account with a renewal in the next three months, generate a health report, log it to the CRM, and notify the assigned rep.
Long-running agents
Persistent, background
An agent that continuously monitors your environment and acts when conditions are met — no trigger required.
Example
Continuously watch the graph for critical needle movers; act, and interact back-and-forth with the team or customer until the issue is resolved.
Build your way
A visual builder, or plain language.
Deploying an agent shouldn't need an engineering queue. Choose the path that fits how you work — both run natively on FunnelStory infrastructure.
Deploy faster
Start from a library, not a blank page.
Tap an open-source ecosystem of ready-made agents, or bring your own orchestration.
Open-source Skills library
Ready-made agents from day one
A public repository of composable Skills — invoke proven agents instantly and reuse what works across your org.
Bring your own orchestration
Your harness or ours
Run agents on FunnelStory's internal harness, or connect and orchestrate through third-party frameworks.
Auto mode, in action
From a signal to a ready-to-send action — automatically.
The Detect → Investigate → Act loop, run by an agent while your team sleeps:
A needle mover fires — a pricing risk on a renewing account.
Enterprise-grade
Autonomy you can hand real work to.
Reliable agents need reliable intelligence — and reliable controls. Both are built in.
On recall, on your data
Every signal an agent acts on is trained and backtested against your own churned and retained accounts — measured on recall, so agents act on facts.
Flexible by design
Run fully autonomously, or set human-in-the-loop approval gates before an agent executes a critical action.
Permissioned access
Role-based access sits over every agent — each sees and does only what its human role allows.
Unified Journey — patent-pending
Our Unified Journey and needle-mover methods are patent-pending technology.