Account health scoring
Agents combine usage, sentiment, and engagement into a live health view per account.
Sales & marketing
Keep more customers, with a lean team
Onita gives your success team AI agents that monitor account health, prepare every check-in, draft the follow-ups, and flag risk before it becomes churn — so each CSM covers more accounts, better.
Definition
What is Onita for Customer Success?
Customer success with Onita is an AI workforce that handles the monitoring and prep behind great account management — tracking health, prepping reviews, drafting outreach, and surfacing risk — so CSMs spend their time on relationships.
- Health Agent
- CS Agent
- Follow-up Agent
The shift
From customer success that drags to customer success that runs itself
The old way
- Churn risk noticed only after cancellation
- Check-ins prepped from scratch each time
- Follow-ups written between back-to-back calls
- CSMs stretched thin across too many accounts
The Onita way
- At-risk accounts flagged weeks early
- Every review brief ready before the call
- Recaps and next steps drafted for you
- Agents extend each CSM's reach
How Onita solves it
Three ways your customer success changes
Health you can see
Agents track usage, sentiment, and engagement, and surface the accounts that need attention now.
Reviews prepped for you
Every check-in comes with a briefing — history, wins, risks, and talking points — already assembled.
Risk caught early
Signals of churn get flagged with a suggested play while there's still time to turn it around.
AI workflow
How an account stays healthy
- 1Signals
Usage and sentiment data flow in continuously
- 2Health Agent
Scores accounts and flags anything at risk
- 3CS Agent
Preps the check-in brief and a recommended play
- 4CSM
Runs the conversation and strengthens the relationship
- 5Follow-up Agent
Drafts the recap, next steps, and expansion angle
3 agents at work
What you get
Built to carry the work, not just track it
Auto check-in prep
Every review arrives with a briefing so CSMs walk in ready, not scrambling.
Churn-risk alerts
Early warnings with a recommended play, so you save accounts before they cancel.
Drafted follow-ups
Recaps, next steps, and expansion outreach written for the CSM to approve.
2x
accounts per CSM
30%
less churn
100%
of reviews prepped
The health scores flag at-risk accounts weeks before we'd have noticed. Our CSMs walk into every review prepped, and we're saving customers we used to lose.
Explore related solutions
Customer Success, answered
How does Onita predict churn risk?
Agents combine usage, sentiment, and engagement signals into a health score and flag accounts trending down, with a recommended play to act on.
Can it prep our account reviews?
Yes. Every check-in comes with a briefing — history, wins, risks, and talking points — assembled automatically before the call.
Does it help with expansion?
Agents surface expansion signals and draft the outreach, so growing existing accounts becomes part of the routine.
Who builds it?
We do. Our team designs your success workflows and agents around your accounts and playbooks after your demo.
Put an AI customer success team to work
Book a demo and we'll design, build, and run the agents for customer success around how your business already operates.