CSM Call Coaching & Scoring Using AI Agents
Customer and sales teams hold hundreds of calls every week, filled with insights about pipeline health, customer risk, and growth potential. Most of that intelligence is lost, and valuable coaching opportunities go unused.
In this CxXchange SuccessHour, Anthony DeShazor, Founder and Chief Architect of Protia Revenue Systems, and Jan Young, Founder of StepUpXchange, will share how leaders can use ChatGPT and AI agents to analyze and score customer conversations.
Together they will show how to turn unstructured call data into clear, actionable insights for GTM and CS teams.
You will learn how to
• Design AI agents that evaluate calls for value, risk, and engagement signals
• Build scoring frameworks that align Sales and CS around shared outcomes
• Integrate AI insights into health scores, coaching, and forecasting
• Start small with manual processes and scale into complete revenue intelligence systems
Join us to see how AI can help your teams learn faster, coach better, and unlock the real value hidden inside every customer conversation.
About the speakers:
Anthony DeShazor, is the Founder and Chief Architect of Protia Revenue Systems, where he helps companies engineer customer-revenue systems that scale and sustain growth. He’s a three-time Chief Customer Officer with more than 25 years leading GTM, Customer Success, and Support teams in SaaS and data-infrastructure companies. Anthony’s experience spans startups and global enterprises, where he’s helped organizations boost retention, drive expansion, and build systems that make revenue growth predictable.
Jan Young 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.
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