Items tagged
AI & Automation
7 Ways Customer Success Teams Can Use an MCP
AI & Automation

7 Ways Customer Success Teams Can Use an MCP

Learn what an MCP is and 7 ways Customer Success teams can use one to triage account health, forecast renewals, and spot expansion signals.

Vitally Team
August 14, 2026
Can Customer Success Teams Trust AI? How to Get Better Outputs
AI & Automation

Can Customer Success Teams Trust AI? How to Get Better Outputs

Can you trust AI outputs for Customer Success? Trusting AI starts with context and guardrails; learn how to use both in this guide.

Vitally Team
August 10, 2026
Should You Vibe Code Your Customer Success Software?
AI & Automation

Should You Vibe Code Your Customer Success Software?

Vibe coding is all the rage these days, but should you vibe code your Customer Success software? Find out in this guide.

Vitally Team
July 24, 2026
High Tide, Low Trust: Why My Weekend App Explains Your CS Strategy
AI & Automation

High Tide, Low Trust: Why My Weekend App Explains Your CS Strategy

Build vs. buy for AI in customer success isn't about capability anymore. It's about trust: your data, your model, and who answers when it's wrong.

Tomas Williams
July 22, 2026
What is Claude Code? A Guide for Customer Success
AI & Automation

What is Claude Code? A Guide for Customer Success

Claude Code isn’t just for developers; even non-technical CSMs can use it to automate key workflows. Learn how Claude Code can be used for Customer Success in this guide.

Vitally Team
July 13, 2026
How to Scale With AI: A Guide for Customer Success Leaders
AI & Automation

How to Scale With AI: A Guide for Customer Success Leaders

Use AI for more than generating content. In this guide, we’ll share how CS leaders can use AI to spot coaching opportunities and better prepare their teams.

Vitally Team
July 6, 2026
How to Empower the Human Connection in Customer Success When Using AI
AI & Automation

How to Empower the Human Connection in Customer Success When Using AI

Is AI replacing CSMs or giving them superpowers? Learn how to empower the human connection in CS when using AI.

Vitally Team
July 2, 2026
How to Automate Customer Health Scores With AI
AI & Automation

How to Automate Customer Health Scores With AI

Manual health scores age the moment you save them. Here is how to automate customer health scoring with AI, including signals, setup, and how to know if it is working.

Vitally Team
June 22, 2026
How to Build a “Second Brain” for Customer Success
AI & Automation

How to Build a “Second Brain” for Customer Success

If you want to get better outputs from AI, you need to give it the right context. Learn how to create a “second brain” to guide AI through your Customer Success workflows.

Vitally Team
June 8, 2026
Should You Buy or Build Customer Success Software? A Deep Dive Into The Costs and ROI
AI & Automation

Should You Buy or Build Customer Success Software? A Deep Dive Into The Costs and ROI

It rarely makes sense to develop a Customer Success Platform inside your existing CRM. Here’s why some B2B companies consider it, and why they regret it.

Vitally Team
June 2, 2026
Claude Skills for CSMs: How AI Can Help You Scale [Download The Skills]
AI & Automation

Claude Skills for CSMs: How AI Can Help You Scale [Download The Skills]

Claude Skills aren’t just for developers. Learn how to use Claude Skills to speed up and automate your Customer Success workflows.

Vitally Team
June 1, 2026
How to Use Claude Cowork: A Guide for Customer Success
AI & Automation

How to Use Claude Cowork: A Guide for Customer Success

Claude Cowork is extremely powerful for busy CS professionals, but only if you use it to its full potential. Learn how CSMs can install and use Claude Cowork to run CS at scale.

Vitally Team
May 19, 2026
What is an AI Agent? A Guide for Customer Success Teams
AI & Automation

What is an AI Agent? A Guide for Customer Success Teams

Learn what AI agents for customer success actually are, how they work, and how CS teams use them to predict churn, automate tasks, and scale.

Vitally Team
May 13, 2026
How CSMs Can Use AI for Account Upsells & Expansion
AI & Automation

How CSMs Can Use AI for Account Upsells & Expansion

Learn how CSMs can use AI to spot upsell signals, time expansion conversations, and grow accounts. Actionable tactics for B2B CS teams.

Vitally Team
May 12, 2026
How to Use AI to Analyze Customer Sentiment: A Guide for CSMs
AI & Automation

How to Use AI to Analyze Customer Sentiment: A Guide for CSMs

Learn how AI-powered sentiment analysis helps CSMs manage larger books of business, spot churn risks earlier, and focus their energy where it matters most.

Vitally Team
April 6, 2026
How to Use AI for QBRs: Prompts and Steps for CSMs
AI & Automation

How to Use AI for QBRs: Prompts and Steps for CSMs

QBR prep eating your week? Discover how AI helps CSMs gather account data, surface churn signals, and personalize at scale without the manual grind.

Vitally Team
March 17, 2026
23 AI Prompts for Customer Success
AI & Automation

23 AI Prompts for Customer Success

Struggling to use AI in your workflow? Here are 23 prompts for Customer Success teams to help you prep for calls, analyze data, and get ahead of churn.

Vitally Team
March 5, 2026
How to Use AI in Your Renewal Management Process: A Guide for CS Teams
AI & Automation

How to Use AI in Your Renewal Management Process: A Guide for CS Teams

Learn how to use AI in your renewal management process with practical strategies for identifying at-risk accounts, automating playbooks, and personalizing outreach at scale.

Vitally Team
February 19, 2026
AI for Churn Management: A Practical Guide for Customer Success Managers
AI & Automation

AI for Churn Management: A Practical Guide for Customer Success Managers

Here are practical ways to integrate AI into your churn management workflow. From automated health scoring to personalized playbooks, learn how top CS teams use AI to reduce churn.

Vitally Team
January 29, 2026
Which Customer Success Software Has the Best AI Capabilities?
AI & Automation

Which Customer Success Software Has the Best AI Capabilities?

AI can be a powerful asset, but which Customer Success Platform has the best AI features? Find out in this guide.

Vitally Team
December 22, 2025
The Best Customer Success Automation Software (2026)
AI & Automation

The Best Customer Success Automation Software (2026)

Automation doesn’t have to mean canned responses. Check out this guide to the best automation software for Customer Success teams to deliver a stellar experience at scale.

Vitally Team
October 30, 2025

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