How to Build an Easy AI CSM Wizard to Help Your Team
Build your own AI copilot without writing code or buying new software.
Nir Kalish (VP CS, BlinkOps) didn't wait for a vendor to solve his team's workflow challenges. He built the solution himself using Gemini Gems and customized some AI configurations that anyone can set up.
In this session, we are ditching the slide deck. Nir will screen-share his actual workspace to show how he configured a "CSM Wizard" Gem that acts as a 9-in-1 productivity engine.
Join Nir Kalish and Jan Young (StepUpXchange) for a live demo, and get your questions ready! See how custom Gems are transforming his team's confidence and efficiency by:
Simulating Difficult Calls: Using voice mode to role-play with an "uncooperative executive" bot.
Tracking Client Effort: Connecting to Google Calendar to audit time investment per account.
Automating Strategy: Instantly generating competitive analysis and executive emails.
Come see how to turn Google Gemini into a bespoke tool for your specific CS needs.
Nir Kalish leverages Customer-Led Growth strategies to transform CS functions into high-performing revenue engines. Currently VP of Customer Success at BlinkOps, he serves as a strategic advisor to founders, specializing in scaling complex AI and cybersecurity operations. With a track record of driving 140% NRR and 95% retention, Nir combines technical automation with C-suite relationship building to deliver measurable business value.
Jan Young , Founder, JanYoungCX, StepUpXchange, CxXchange
Jan transforms CS leaders into business leaders in the age of AI. Founder of JanYoungCX and StepUpXchange, she also leads CxXchange, a global peer community. An award-winning leader and former VP for two exited startups, Jan has coached CS leaders and founders since 2016 to grow customer revenue and align go-to-market execution. With experience across Product, Marketing, Sales, and CS, her cross-disciplinary approach drives profitable, customer-led growth.