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.
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.
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.
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.
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.
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.
![Claude Skills for CSMs: How AI Can Help You Scale [Download The Skills]](https://cdn.prod.website-files.com/63d3e5f547ca0a123a2e07e0/6a19e8a9b84c3c8abff62ddf_claude-cowork-for-cs.jpg)
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
How to Use Slack to Automate Customer Success Activities and Data-Sharing
Automating CS tasks using common tools in your software stack is easier than you might think. Here’s how I leveraged Slack and Zapier to free up time for our CS team.
The ChatGPT Hack That Rescued My Customer Success Team
AI tools don't have to be scary for CS pros. Here’s how I built a ChatGPT bot that improved our customer experience and saved my team hundreds of hours of work.
How to Bridge AI and Automation for CS Experiences Your Customers Won't Hate
Think of AI as the "brains" and automation as the "hands" of a successful workflow. Here are a few ways to harness these technologies effectively in Customer Success.
12 Time Management Strategies for Customer Success Professionals
Follow these practical frameworks and productivity hacks to achieve more and burn out less.
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