Ask Meza

The AI that knows
every customer.

One prompt. Pulls from Slack, Gmail, Salesforce, Stripe, your warehouse. Searches every account. Drafts emails, schedules meetings, builds reports, fires playbooks. Approved by you.

Book a demoSee it in action ↓
Ask Mezaconnected · 47 tools available
online · GPT-4 + tools
Show me at-risk accounts and draft outreach for the top 3
✓ query_accounts(health < 50)→✓ fetch_signals(slack, gong, support)→✓ rank_by_risk_score→drafting_emails...
I found 15 accounts at churn risk. Top 3 by ARR exposure: Silverline Partners ($120K, DAU −34%), Falconer Consulting ($84K, no champion login in 18 days), Crestline Solutions ($48K, support tickets up 3x).

I drafted personalized outreach for each, attached usage receipts, and queued them for your approval.
At-Risk Accounts · 3 of 15 shown$252K ARR exposure
SP
Silverline Partners · $120K ARR
DAU dropped 34% over 21 days. Champion (Sara Chen) hasn't logged in since Mar 12. Renewal in 47 days.
High Risk
FC
Falconer Consulting · $84K ARR
No exec sponsor login in 18 days. NPS dropped from 9 → 6 last quarter. 2 open Severity-2 tickets.
High Risk
CS
Crestline Solutions · $48K ARR
Support tickets up 3x in 30 days. Mentioned competitor evaluation in Mar 27 Slack. Watch list.
Watch
Review 3 drafted emails →Schedule QBR for all 3Loop in CSM owners
Schedule the Silverline QBR for next Tuesday
✓ calendar.find_slots(silverline, next_tue)→✓ fetch_attendees(silverline)→✓ qbr_agent.generate_brief→✓ calendar.create_invite
Done. Booked Tuesday May 12, 2:00pm PT with Sara Chen (Champion), Mark Ross (Exec Sponsor), and Bhawna G (your CSM). Attached the QBR Agent brief — usage receipts, save plan, and 3 talking points pre-drafted.
Calendar invite sent✓ confirmed
May
12
Silverline QBR · Save plan review
Tue, May 12 · 2:00 – 2:45 PM PT · Zoom
3 attendees · QBR brief attached
RescheduleAdd notes to briefSet 24h reminder
Ask anything · "Summarize Q3 feedback", "Draft renewal email for TechCorp"...
What you can ask

One prompt. Real work shipped.

Ask Meza calls the right tools, pulls the right data, and gets the work done. Across every system you already use.

You: "Show me accounts mentioning competitor in last 30 days"

Search across everything.

Slack, Gmail, Gong, Notion, Salesforce, support tickets, your warehouse. One question. All sources. Answer in seconds.

FC
Falconer · "evaluating Catalyst" · #cs-channel · Mar 27
High Risk
CS
Crestline · "comparing pricing" · Gong call · Apr 02
Watch
EG
Evergreen · "tried but switched back" · Email · Apr 11
Healthy
You: "Draft a renewal email for TechCorp with usage receipts"

Draft & send communications.

Personalized emails with the receipts already attached. Renewal pitches, save plays, expansion offers. Your voice. Your team's playbook. Approved by you.

to: sara.chen@techcorp.com · from: alex@meza.ai
Renewal — your team is in the top 5% on adoption
Hi Sara, your team's monthly active users grew 47% since signing. Top features: Workflow Automation (412 runs), Custom Reports (89 created)...
Approve & sendEdit
You: "Book QBRs with all watch-list accounts next 2 weeks"

Schedule & coordinate.

Finds slots across attendees. Generates briefs. Sends invites. Sets reminders. Pulls notes from the last meeting. All without you opening Calendar.

May
12
Silverline QBR · Save plan review
Tue · 2:00 – 2:45 PM · Zoom
3 attendees · brief attached · 1 reminder set
You: "Build the weekly CS team briefing for Monday"

Build reports & briefings.

Weekly briefings, board updates, QBR decks, churn post-mortems. Drafted from real data. Sent to the right inbox. With every chart and link in place.

📊 Weekly CS Briefing · Week 19
$48K renewal saved · Crestline play approved Tuesday
3 churn risks · Silverline, Falconer, Crestline
$80K expansion · Evergreen seat upgrade live
The toolbelt

47 tools that Ask Meza calls.

Native integrations across CRM, communications, support, product analytics, and your warehouse. Ask once. Meza picks the right tool.

CRM & Sales
8 tools
Salesforce
read · write · query
HubSpot
contacts · deals
Pipedrive
activities · pipelines
Stripe
billing · MRR · churn
Communications
12 tools
Slack
read · post · DM · summarize
Gmail
draft · send · search
Google Calendar
find · book · reschedule
Outlook
mail · cal · contacts
Gong
calls · transcripts · sentiment
Intercom
conversations · NPS
Product & Data
14 tools
Segment
events · usage
Mixpanel
analytics · cohorts
Amplitude
user paths · feature use
Snowflake
SQL · warehouse
BigQuery
SQL · datasets
Postgres
SQL · tables
Support & Knowledge
9 tools
Zendesk
tickets · sentiment
Notion
docs · search · write
Linear
issues · cycles
Jira
epics · sprints
Google Drive
docs · sheets · search
Confluence
wiki · spaces

One prompt away.
From a real customer success team.

Connect your stack in 2 hours. Ask Meza calls 47 tools across CRM, comms, support, product, and your warehouse. The work ships. Approved by you.

Book a demoSee pricing