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Agent library
20 agents across 9 sections. Each has one job, runs across every account in your portfolio, and hands off to a human only when judgement is required.
Continuously read usage, tickets, CRM, email and calendar signals.
Decide what the signal means for this account, on this Profile, at this stage. Agents only think and write.
The workflow step carries it out - notify, draft, or execute - at the mode you set.
Agents only think and write. A step mode - set on each workflow step, per Profile - decides whether it needs a human first.
An in-app notification. Nothing else happens.
The step waits in Approvals for a human to confirm.
An email step lands as a draft in the owner’s mailbox. A human still clicks send.
A task, flag or CRM update runs with no human in the loop.
An email step sends for real, behind the guards that gate every auto-send.
Three built-in Profiles, by ARR
Spot accounts whose engagement or health is slipping.
Reads signals, usage and support history to score account health and call out the top one or two risks in plain language.
Where the output lands
Inline on the account overview, and saved to that account’s Agent Runs history.
Scans Google News for your accounts every 6 hours - layoffs, mergers, leadership changes, funding - and flags the ones worth a proactive check-in. Off by default.
Where the output lands
A signal on the Signals dashboard, and a note on the account timeline.
Flags accounts whose health score drops below a threshold you configure.
Where the output lands
The signal it raises appears on the account and on the Signals dashboard.
Protect and prep the renewals that are coming up.
Builds a renewal-ready brief - confidence level, key risks, expansion opportunities and a suggested talk track.
Where the output lands
Inline on the account overview, and saved to that account’s Agent Runs history.
Flags an account at-risk when health is low and the renewal is inside your window.
Where the output lands
A signal on the Signals dashboard, and a risk flag on the Risk dashboard.
Find and act on expansion / upsell openings.
Looks at the account’s current state and recommends the single highest-impact next action, with an owner and a due date.
Where the output lands
Inline on the account overview, and saved to that account’s Agent Runs history.
Scans healthy accounts for seat saturation, expansion intent and sustained high health, then flags them with an upsell recommendation.
Where the output lands
An opportunity flag on the Risk dashboard, and a task on the Tasks dashboard.
Keep new customers moving through to go-live.
Tracks kickoff, integration, first value and go-live, and raises a signal or task when an account stalls in a stage.
Where the output lands
A signal on the Signals dashboard, and a task on the account and Tasks dashboard.
Drafts the kickoff plan for a new account - milestones, owners and target dates - from the deal details and the plays similar accounts followed.
Where the output lands
A task plan on the account, and the first task on the Tasks dashboard.
Watch the people, not just the account.
Reads recent contact and signal activity for the account’s champion and flags a bounce, a role change, news of a departure, or silence for 3× their own usual gap (min. 21 days). Suggests a successor.
Where the output lands
A signal on the Signals dashboard, and a re-engagement task on the Tasks dashboard.
Draft, answer, and send customer email.
Reads a customer’s actual email - subject and body - works out tone and intent, and writes a reply to what was said. Saves it as a draft unless you have explicitly turned sending on.
Where the output lands
Threaded onto the ticket the email created, and in the email drafts queue.
Drafts a short, warm check-in to the account’s champion, personalised from their contact details and account context.
Where the output lands
Inline on the account overview as a one-off suggestion.
Decides what to do with a draft based on segment: draft it into the CSM’s mailbox, raise an approval, or just notify. Never auto-sends - a human still clicks Send.
Where the output lands
A mailbox draft, an Approvals entry, or a notification, depending on the tier.
Roll findings up into something readable.
Drafts a quarterly business review - health trend, adoption highlights, risks and next-quarter goals.
Where the output lands
The full QBR is the body of a task on the account and the Tasks dashboard.
Rolls up every flagged signal, at-risk account and recent agent action across a CSM’s book into one daily digest. Runs as its own scheduled job.
Where the output lands
A Notifications entry carrying the headline summary.
Drive multi-step playbooks and catch the ones that stall.
Given a fired signal, selects the matching playbook and drives it one step at a time - sending the next outreach, waiting, or marking the sequence resolved.
Where the output lands
Any email it sends appears in the Customer 360 timeline.
The circuit-breaker for autonomous playbooks - reviews execution history and raises an internal task when a sequence has stalled instead of looping. Never customer-facing.
Where the output lands
A task on the account and the Tasks dashboard.
Building blocks - these only do something once you place them in a workflow.
Sweeps open tasks and asks the model whether each should be closed, given a fresh evidence note, or left alone - based on recent signals and agent runs.
Where the output lands
Edits the task in place, wherever that task already shows.
Describe the signal, the reasoning and the allowed actions. Clynto scaffolds the agent, runs it in test mode against historical accounts, and lets you promote it when you trust it. It will tell you if an existing agent already does something very similar.
See how to build one →Backed byMicrosoft for Startups
