Introduction to Agentic Workflows for Customer Success
Everyone is talking about AI agents. Your leadership is asking about them. Vendors are pitching them. And if you're being honest, you're not totally sure what any of it actually means for you and your team.
That's not a knowledge gap. That's a signal that most of what's being said is hype.
CS is at a crossroads again. Economy slows down, cut CS. AI arrives, replace CS with agents. In March 2026, we've got both. This training is about a different response entirely.
What you'll see
Two real workflows we built and deployed:
The Invisible Handoff pulls the sales call transcript and briefs your CSM before the first customer call. The customer never feels the gap between sales and CS.
The Trust Radar joins win-back calls and monitors in real time for manipulation signals versus genuine loss of trust. Tells your CSM whether to keep working the relationship or walk away.
Both were built on Claude Code. Neither required a developer. Both exist because we asked: what's the most we could do for the customer?
Who this is for
CS leaders who keep hearing "AI agents" and want to know what it actually means in plain language. CS professionals who've used AI for emails and feel like there has to be more to it. Anyone who wants a clearer picture before their company makes a decision based on vendor promises.
You don't need a technical background. You just need to show up.
Your hosts
Lincoln Murphy wrote the book on Customer Success in 2016. Ten years later, the second wave is here.
Lewis Thompson has deployed agentic workflows across 2,000+ client engagements. He builds it, ships it, and shows you exactly how it works.
No vendor agenda. No tool to sell you. However you need to get there, they can take you there.