6 Agentic Ways to Use AI as a CSM

​A hands-on look at how AI agents are changing the CSM playbook, plus real talk on where they fall short.

​Customer Success is entering its "agentic AI" era, but most of the conversation is hype, not substance.

​This is a working session for CSMs, by a CSM leader. We'll walk through 6 real agentic AI use cases across the customer lifecycle, from pre-call research to churn detection to post-call admin, with concrete examples and honest limitations for each. No vendor pitch, no magic-AI-solves-everything narrative.

​Then we'll open it up for networking, so you can actually meet other CSMs building in the Bay Area.

​What we'll cover:

​🔍 Pre-call & QBR research: auto-briefing before every call

​⚠️ Churn & risk detection: catching signals before renewal is at risk

​📊 Automated QBR/EBR drafting: killing the blank-page problem

​📈 Expansion signal surfacing: finding upsell-ready accounts automatically

​✅ Post-call task automation: follow-ups and CRM updates, done for you

​🚀 Onboarding health tracking: catching stalled customers early

​Agenda:

​5:30 – 5:50 PM Arrival & networking

​5:50 – 6:30 PM Main talk: 6 Agentic Ways to Use AI as a CSM

​6:30 – 6:50 PM Live Q&A

​6:50 – 7:30 PM Structured roundtables - deep dives

​Who should come: CSMs, CS leaders, and anyone in the Bay Area customer success community curious about where AI is actually useful (and where it isn't) in this role.

​Food and drinks provided. Spots are limited, grab a seat.