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Certinia Customer Success Agent
Free CSMs from admin work to focus on driving better customer outcomes
- Actions: 11Subagents: 3Agents: 1
- Industries
- Financial ServicesHigh TechProfessional Services
- Business Need
- Customer ServiceCollaborationAgent Productivity
- Requires
- Agentforce
- AppExchange Partner Products
- Compatible With
- Platform Cloud
Tired of wasting time on day-to-day operational tasks? Certinia’s Customer Success AI agent automates routine CSM activities like summarizing account data and updating playbooks so your team can focus on high-value work that builds stronger relationships.
Highlights
INCREASES PRODUCTIVITY Save your team countless hours by automatically summarizing information, drafting content, organizing task lists, and updating playbooks. This frees up your team to focus on your customers."
ACCOUNT SUMMARY Quickly get any CSM up to speed on an account. The agent synthesizes customer data and past interactions into a single, unified summary with clear and actionable insights.
COMMUNICATIONS Compose draft messages for customer outreach on various topics, from intro emails to status updates. Get high-level executive summaries tailored for a business leader.
TASK MANAGEMENT Get a clear, step-by-step list of actionable tasks based on the account state or a playbook. You can modify or add new tasks as needed to keep your team focused.
VIEW & UPDATE PLAYBOOKS See the most relevant playbooks for a particular account and get a suggestion for the best one to use. Modify or update playbook details so your processes stay current and effective.
BUILT ON AGENTFORCE Secure your data with the Einstein Trust Layer. The agent uses topics and actions specific to your Certinia data and honors user permissions, giving you full control and peace of mind.
Provider Details
Certinia
Austin, TX, United States
Certinia is the leading global provider of AI-powered Professional Services Automation (PSA), unifying sales, delivery, finance, and customer success on a single record to act with certainty across the entire services journey. Veda, Certinia's AI engine for services operations, combines specialist agents and intelligent actions grounded in decades of institutional knowledge to shift services organizations from reactive workflows to autonomous operations. This comprehensive system enables the world’s most complex global enterprises to accelerate time to revenue, drive scalable growth, and increase customer value. Certinia is backed by Haveli Investments, Salesforce Ventures, TA Associates, and General Atlantic. For more information, visit www.certinia.com.
Pricing Details
Paid Add-On Required
You must pay for a product or service that is external to Salesforce for this solution to work.
Certinia Customer Success Cloud
Available for early adopter. Requires Certinia Customer Success (CS) Cloud. For pricing, contact pricing@certinia.com.