📚 Meza AI 101

Meza AI is an AI-powered customer success platform designed specifically for B2B SaaS companies. It helps customer success teams prevent churn, identify expansion opportunities, and automate routine tasks through intelligent automation.

Data Models

Data models are structured representations of your customer data. Meza AI uses several data models to understand your customers: Accounts, Users, Product Activities, Support Tickets, Conversations, and Subscriptions.

Journey Funnel

The Journey Funnel visualizes how accounts progress through different stages of their lifecycle, from onboarding to activation to becoming power users.

Health Scores

Health scores provide a quick indicator of account health based on engagement, support patterns, and product usage. They help you prioritize which accounts need attention.

Signals

Signals are automated alerts triggered when specific conditions are met, such as declining engagement or negative sentiment in support tickets.

Workflows

Workflows automate actions based on signals, such as sending emails, creating tasks, or notifying team members in Slack.

1. Connect your data — Link your product database and integrations
2. Configure data models — Map your data to Meza AI's models
3. Set up your funnel — Define the stages of your customer journey
4. Create signals — Define conditions that trigger alerts
5. Build workflows — Automate actions based on signals
6. Monitor and optimize — Use dashboards to track customer health