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Cookbook

A collection of workflows that you can apply when using AI assistance for customer success.

Acquisition

Attracting and converting new users so they sign up or become customers.

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Retention

Keeping users engaged and successful over time so they continue using and renewing the product.

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Sales expansion

Growing account value by encouraging upgrades, add-ons, or wider adoption within the customer’s organization.

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Support

Helping users resolve issues and questions efficiently to maintain trust and satisfaction.

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