Protects the customers you already have.
Runs your CRM, catches churn before it happens, and turns your happiest customers into 5-star reviews — the revenue you already earned, defended and compounded.
This agent doesn't apply generic customer success playbooks. It runs on your CRM as the single source of truth and learns YOUR product, your common support issues, your customer segments, your health scoring criteria, and the patterns that predict churn in YOUR business. It reads every ticket and interaction to build an intelligence layer that gets smarter every week — and it knows exactly when each customer is happiest, so it can ask for a review at the perfect moment.
Your helpdesk holds a goldmine of customer intelligence that nobody has time to extract. This agent reads every ticket, identifies patterns, tracks root causes, and turns support data into strategic insights.
Every support ticket is analyzed for more than just the immediate issue. The agent extracts patterns, sentiment, effort signals, and systemic root causes.
Incoming tickets are triaged and routed to the right team member based on issue type, customer tier, agent expertise, and current workload — not round-robin lottery.
The most common support questions shouldn't require a ticket. Your agent builds and maintains a living knowledge base that deflects repetitive questions and keeps customers self-sufficient.
Your support team hears what your customers actually need. This agent captures that intelligence and feeds it to your product team in a structured, prioritized format.
A health score that means something. Built from support history, product usage, engagement data, and sentiment analysis — not just "they logged in this week."
Builds health scores using support history, ticket sentiment, resolution satisfaction, product usage trends, feature adoption, login frequency, and engagement signals. A composite score that reflects the REAL state of each customer relationship, not just surface-level activity.
Surfaces at-risk accounts with specific context and talking points for your account managers. Not just "this account is red" — but "this account filed 7 tickets in 14 days, usage dropped 40%, and their last CSAT was 2/5. Here's what to discuss."
Monitors leading indicators: decreased login frequency, support ticket spikes, feature abandonment, competitive research visits, contract review requests, and reduced stakeholder engagement. Each signal weighted by its historical predictive accuracy for YOUR business.
When health scores drop below thresholds, the agent triggers proactive outreach — not generic "just checking in" emails, but contextual messages addressing the specific issues detected. Post-resolution follow-ups, proactive issue prevention, and usage tips targeted to their situation.
The flip side of churn prevention: identifies healthy accounts showing expansion signals. High usage, feature requests for premium capabilities, growing team size, and positive sentiment indicate accounts ready for upsell conversations.
Before every customer call or QBR, your account manager receives a compiled brief: recent support interactions, health score trend, usage changes, open issues, renewal timeline, expansion opportunities, and suggested talking points. Walk into every conversation prepared.
The Guardian doesn't just monitor — it actively drives customers through every stage of success.
Monitors every new customer through your onboarding checklist — setup completion, first deployment, first KPI hit. Flags stuck customers before they give up. Designed to help reduce time-to-value.
Tracks meaningful milestones — first 1,000 API calls, 100th booking, first month at full capacity — and sends personalized congratulatory messages. Small touches that build emotional connection and can help reduce churn.
Assesses every account 90 days before renewal using health score, engagement trends, and support history. Populates renewal probability so your team knows which renewals are safe and which need attention — before it's too late.
Automated NPS and CSAT surveys triggered at the right moments — post-interaction, post-resolution, and at regular intervals — with closed-loop follow-up that turns feedback into action.
CSAT surveys after ticket resolution. NPS surveys at relationship milestones — 30 days post-onboarding, quarterly for active accounts, pre-renewal. Timed to capture feedback when it's fresh and actionable, not when it's convenient for you.
Goes beyond the number. Analyzes open-text feedback for themes, sentiment, and specific improvement suggestions. Categorizes responses by customer segment, product area, and support experience to identify what's driving satisfaction up or down.
Detractors (low scores) trigger immediate alerts to account managers with context and suggested follow-up. Promoters trigger referral program invitations and review requests. Passives receive targeted engagement to move them toward promoter status. No survey response goes unactioned.
Monthly NPS and CSAT reports with trends by segment, cohort, and time period. Benchmarks against your own history and industry standards. Identifies which operational changes moved the needle and which didn't.
Your best customers would happily vouch for you — they just never get asked at the right moment. The Guardian asks for you, automatically, with messaging tailored to each customer. Done consistently, that well-timed outreach can do real, compounding work on your Google reviews and your reputation.
The Guardian watches health scores, support resolutions, and survey responses to spot the moment a customer is happiest — right after a great experience — and triggers the review request then, when they're most likely to say yes.
No generic "leave us a review" blast. Each ask is personalized to the customer and the experience they just had, sent by SMS or email in your brand voice, with a one-tap link to your Google profile — and, where it fits, a genuine thank-you offer that gives them a reason to follow through.
When a customer's experience falls short, the Guardian flags it to your team to make it right — service recovery first, so problems get resolved instead of ignored. Every review you receive is logged to your CRM, and the agent prompts you to reply to each one.
Why it matters: a single added star can lift revenue 5–9% (Harvard Business School), 97% of people read reviews before choosing a local business, and 88% are more likely to use one that replies to its reviews (BrightLocal). The Guardian works all three angles for you. View research →
Industry research suggests churned customers can cost 5-7x more to replace than to retain. The Guardian turns retention from reactive firefighting into predictive intelligence.
Research shows that just a 5% increase in customer retention can boost profits by 25–95%. The Guardian predicts churn 30–60 days early and triggers targeted win-back campaigns automatically.
View Research →Acquiring a new customer costs 5–25x more than retaining an existing one. The Guardian shifts your strategy from expensive acquisition to intelligent retention — protecting the revenue you already have.
View Research →~65% of a company’s revenue comes from existing customers. The Guardian identifies upsell signals — usage spikes, feature requests, growing teams — and surfaces warm expansion opportunities for your team.
View Research →Complete retention intelligence. Health scoring, churn prediction, NPS automation, win-back campaigns, upsell detection, QBR prep, and onboarding monitoring — all working in the background. Your CS team builds relationships. The Guardian gives them the intelligence to do it better.
Your agent tracks the metrics that actually matter for customer retention — not just ticket volume and first response time, but the deeper signals that predict customer outcomes.
Average time to resolve by issue type, agent, and tier — with trend tracking
How often customers reopen or contact again for the same issue
How hard it was for the customer to get help — measured through interaction analysis
How many issues resolved through self-service before becoming tickets
Individual agent performance scores for coaching and recognition
How support interactions move the overall account health score up or down
Percentage of tickets requiring escalation, tracked by issue type and agent
Dollar value of ARR associated with currently at-risk accounts
Comes with our top-tier CRM — and connects to the helpdesks, product analytics, and communication tools your customer-facing teams already use.
Don't see your tool? We integrate with 200+ platforms via API and custom connectors.
Book a free consultation and we'll analyze your current churn patterns, identify the leading indicators in your support data, and show you what the Customer Success Guardian would catch from day one.
*Results vary by business. All performance metrics and financial figures represent projected outcomes based on typical implementations and are not guaranteed.