The Ultimate AI Toolkit for Customer Success

What does it really mean to use AI?

Asking Claude to write every follow-up email from here on out? Endless conversations that start with “I’m sorry, you’re absolutely right” and end in a migraine?

If you have the right tools to use AI effectively, how about none of the above?

We’ve pulled insights from our customers, our team, and the broader CS community into your very own Ultimate AI Toolkit for Customer Success. With these resources, you’ll be able to automate the boring parts of your job while augmenting what you do best: providing that human touch for every account.

Download the toolkit to get our favorite AI prompts for CS, discover how to use Claude to automate your most time-consuming tasks, and to learn how even non-technical CSMs can use Claude Code. 

With these resources, you’ll be able to spot churn before it happens, shave hours off your week, and show up better prepared for every customer call. AI isn’t exactly magic, but we think that’s as close to magic as you can get.

Here’s What’s Inside

• The Right Way to Prompt - Better AI outputs start with better prompts. We curated the best AI prompts from our team, CS leadership friends, and around the web, battle-tested them, and chose our 23 favorites.‍
• How to Use Claude Cowork to Automate Almost Anything - Could you whip up a QBR deck in 15 seconds flat? How about analyze an export of customer interactions and support data side-by-side? Claude Cowork can. You’ll learn how to set up Claude Cowork as your AI-powered super companion.‍
• Claude Code for Non-Techies - Claude Code is not just for developers. In fact, you don’t even need to know how to code to see major benefits from using it. We’re including the complete guide to using Claude Code to automate some of your most complex CS workflows.‍
• Our Claude Skills Library - We’ve also included our Skill library (Markdown files for Cowork and Code) to instruct Claude to think and act just like you. Upload them to Claude or hand them over to Claude Code and see just how powerful AI can be.

Do you know what our favorite thing about these AI resources is? They don't replace you. They automate the repetitive parts of your job while allowing you to lean into the uniquely human aspects that make CS critical to customer happiness and ultimately, business success.

Fill out the form to get Vitally's Ultimate AI Toolkit for Customer Success!