NEW Custom agents are here. Create one just by telling Meza what you need.Learn more →
AI agents for customer success teams

Every Customer Success
is now a 100x CSM.

Customer success agents that watch every account and stop churn before it happens. You just approve.
Flagged · day 41
Silverline Partners
Contract$49,930 ARR
Renewal40 days
Usage−34% · 21 days
Play · approved
Save plan shipped
Draftemail + exec loop-in
Approved byCSM · one click
Trailaudit-logged
Outcome · verified
Renewed · $49.9K kept
Health42 → 71
Championactive again
Modelupdated · learns
Introducing Ask MezaTry it →
> |

Thousands of accounts watched every day for teams built by operators from

Elip AIYC W25Inhouseluna.kapwiseOptivyaBestCity AIZYRAfix-itaiElip AIYC W25Inhouseluna.kapwiseOptivyaBestCity AIZYRAfix-itai
How it works

Plug in. Model. Flag. Move.

Step 01

Plug in every signal

CRM, product usage, Slack, calls, tickets, email. 100+ tools in about 2 hours. Meza builds one live profile per account. No warehouse project, no engineering ticket.

Explore integrations
Salesforce
Slack
Gong
Mixpanel
Zendesk
HubSpot
MMaple ERPCustomer 360LIVE
Contract$72,000 ARR
Seat invitesblocked · SSO
Last call2 days ago
Open tickets2
Champion@andrew +1
Step 02

One living model per account

One timeline per account: usage, revenue, support, calls, sentiment, and week-over-week change. Full picture, one screen. The 90% that never reached your CRM, finally visible.

Tour the customer model
Silverline Partners$49.9K ARR · renewal in 40 days
Health 42 → 71
Mar 12 · usageChampion Sara Chen goes quiet.
57
Mar 27 · slackCompetitor mentioned in a shared channel.
49
Apr 09 · modelFlagged to the Risk Agent. Save play drafted.
42
Apr 14 · actionSave approved by the CSM. One click, audit-logged.
45
May 02 · usageTeam back in the product. DAU climbing.
63
May 20 · outcomeRenewed. $49.9K kept. Model updated.
71
The score is a story, not a snapshot. Every move is tied to a real event, and every event is one click away from its evidence.
Step 03

Flagged before it's urgent

Every account measured every day. A dot plot, not a quarterly snapshot. Risk surfaces up to 90 days before renewal, and every prediction is verified against what really happened.

How verification works
The daily dot plotThousands of accounts · one dot a day
98% verified
Evergreen$128K ARRExpansion ready
Silverline$49.9K ARRFlagged · day 41
Crestline$86K ARRRecovering
Maple ERP$72K ARR
Northwind$54K ARR
healthywatchat risktoday →
One dot per account per day, across thousands of accounts. You can see drift begin, watch a save work, and spot expansion, all in one glance.
Step 04

Move, with a human yes

Agents don't just flag. They identify why, draft the play, and queue it with evidence attached. Nothing reaches a customer without your approval, and every outcome teaches the model.

Meet the agents
Risk Agent · Silverline save plan
WhyChampion went dark. Sara Chen inactive since Mar 12, DAU −34%, renewal in 40 days.
Evidence3 signals attached · usage, Slack thread, ticket history
Drafted: re-engagement email to Sara, exec sponsor loop-in, a 15-minute call slot, and a save brief for your CSM.
Approve & sendaudit-logged · outcome tracked
The Customer Graph

One living graph
per customer.

The reality: AI agents are only as good as what they know about your customers. Out of the box, they know nothing.

The solution: Meza ingests your structured data (CRM, usage, billing), your conversations (Slack, calls, tickets), and your documents. Every signal is timestamped into one Customer Graph per account.

The grounding layer. Every agent action is grounded in the graph. No made-up outreach, and every claim traces back to a real signal.
Always-on analysis. Daily health scores, journey stage, and the next best action, recomputed across thousands of accounts, every day.
Structured Data

CRM, product usage, billing, seats, renewal dates

⬡ HubSpot
Conversations

Slack threads, call transcripts, support tickets

# Slack
Docs & Notes

Meeting notes, emails, shared documents, QBRs

▤ Notion
100s of agents · one approval gate

100s of customer success agents, working for you.

Every motion in customer success gets its own specialist, grounded in the customer graph and waiting for your yes. Need one we don't have? Just say it. Tell Meza what the agent should do and it joins the workforce, on the same graph, behind the same approval gate.

Risk Agent
Flags renewal risk up to 90 days early, with evidence.
Drafts the save play: email, exec loop-in, call slot.
Learn more
Renewal Agent
Briefs every renewal with usage receipts and wins.
Tracks close plans so nothing slips to the last week.
Learn more
Upsell Agent
Spots seat limits, usage spikes, and expansion fit.
Queues the proposal with the data behind it.
Learn more
Sentiment Agent
Hears tone shifts across threads, tickets, and calls.
Summarizes the change and who it's coming from.
Learn more
Journey Agent
Places every account on the journey map, daily.
Explains stalls and nudges accounts forward.
Learn more
Onboarding Agent
Gets every new account to first value on schedule.
Chases blockers like SSO, invites, and stalled setup.
Learn more
Adoption Agent
Watches feature usage seat by seat, week over week.
Nudges teams stuck on old workflows toward value.
Learn more
QBR Agent
Builds the QBR deck from real usage receipts.
Drafts talking points for every stakeholder in the room.
Learn more
Escalation Agent
Spots Sev-2 pileups before they turn political.
Routes to the right owner with full context attached.
Learn more
Advocacy Agent
Finds happy champions at exactly the right moment.
Drafts the reference, review, or case-study ask.
Learn more
Meeting-Prep Agent
Briefs you before every call: signals, threads, asks.
One pager in your inbox, 30 minutes before.
Learn more
Create your own
Just say what you need. Meza builds the agent.
Same graph, same approval gate, your playbook.
Build an agent

Customer success agents that take the watch.

Agents work for you across every account: reading the signals, flagging the drift, drafting the next move. Nothing reaches a customer without a human yes.

Risk Agent · Silverline
Usage−34% · 21 days
Renewal40 days
Save playdrafted · 3 signals
Approve & send

Risk Agent

Catches the quiet warnings 90 days out and ships the save for your approval.

Ask Meza · working
> save Silverline before renewal
✓ Timeline pulledusage · slack · tickets
✓ Save draftedemail + exec loop-in
⧗ Your yesthen it learns

Ask Meza

One prompt across thousands of accounts. Answers with receipts, work shipped back.

Upsell Agent · Evergreen
Seatsat limit · 2 weeks
Usage+41% this quarter
Proposal+$80K · queued
Review proposal

Upsell Agent

Finds expansion sitting in plain sight and queues the proposal with the data.

Outcomes, not dashboards

Measured against real renewals.

0%
Churn-prediction accuracy, verified against real renewal outcomes.
0 days
Of early warning before renewal risk becomes a renewal loss.
0 hrs
To go live, whether you have 50, 500, or 5,000 accounts.
"Meza's specialized customer retention agents helped us cut our monthly churn by 20% in eight weeks."
Kishlay KHead of Customer Success, InHouse
Common questions

Customer success, answered.

What is Meza AI?

Meza AI is an agentic customer success platform for B2B SaaS teams. It connects to your CRM, support desk, calls, notes and product usage, watches every account daily, flags churn and expansion risk 60 to 90 days ahead, and drafts the outreach for a CSM to approve.

What is an agentic customer success platform?

A traditional customer success platform scores accounts and leaves the work to your team. An agentic platform runs specialist AI agents that own a motion each, such as risk, renewal, onboarding, upsell and sentiment, and return finished work behind a human approval gate.

How does Meza predict churn?

Meza builds one living model per account from product usage, support tickets, calls, sentiment and billing, then flags the changes that historically preceded churn, such as admin logins sliding, support tone turning formal, or a champion going quiet.

Who is Meza for?

B2B SaaS post-sales teams: customer success managers, CS leaders, account managers and renewal owners responsible for churn, NRR and expansion.

How long does setup take?

About two hours to connect the stack, starting with read-only access. Most teams see their first risk flag the same day.

Does Meza act on customers without approval?

No. Every agent drafts the work and a human approves before anything is sent. Each approval trains the next draft.

How is Meza different from traditional customer success software?

Scoring tools report a health number and hand the work back to the CSM. Meza's agents do the work: they find the signal, write the save play or expansion note, and wait for a yes.

Get started

Turn quiet accounts into renewals and expansion.

See how Meza runs your post-sales motion for every CSM in your team.