AI agents for every stage of customer success

How the motions compound

Agents pair to produce outcomes.

No agent works alone — each pair moves a retention or expansion number you report on.

01

Adopt · Reactive ＋ Renew · Proactive

Save at-risk ARR, early

A usage decline in Adopt trips the renewal play a quarter before the renewal — a save motion, not a scramble at it.
Gross retention
02

External signal ＋ Renew · Reactive

Silent churn, caught in time

When a champion or economic buyer departs, the account is re-qualified and new stakeholders are mapped the same day.
Gross retention · forecast accuracy
03

Onboard → Adopt → Expand · Proactive

First value to expansion

Every account is driven from onboarding to expansion-ready with no manual handoff — the team carries more, and more of them grow.
Net retention · CSM capacity

Under the hood

Proactive and reactive agents,
on every account.

Proactive Agents that drive outcome realization for your customers.

Reactive Agents that protect those outcomes when risk surfaces.

Onboard

Proactive

Time to value

Drive every new account to its first result.

Reactive

Stalled onboarding

Flag accounts falling behind pace.

Adopt

Proactive

Adoption & growth

Turn usage into a reason to expand.

Reactive

Early risk

Catch usage, sentiment, and escalation dips.

Renew

Proactive

Renewal readiness

Prep and de-risk every renewal early.

Reactive

Churn signals

Spot non-renewal intent in time.

Expand

Proactive

Expansion pipeline

Surface the accounts ready to grow.

Reactive

Buying signals

Act the moment intent appears.

External Signals from the outside.

External

Events beyond your own data — exec changes, funding rounds, layoffs, M&A. Watched on every account and factored into its health and churn read.

Proactive and reactive.
In parallel.

"Every 'AI for CS' tool was either an average chatbot or a retrofit, and all of them hit roadblocks with our data. Finally, an AI-native platform that runs proactive and reactive agents in parallel on our own data, catching both opportunity and risk in real time. It's game-changing."

Stephanie Berner Chief Customer Officer · ex-Smartsheet, ex-Atlassian, ex-LinkedIn

Northwind's month in review

To — David Okafor, Head of People · +3

Hey David,

Here's everything your team accomplished this month.

By the numbers

31 new hires onboarded — each one productive from day one, no paperwork backlog.
842 performance reviews completed — your review cycle stayed on track and teams stayed aligned.
1,908 1:1s logged — managers and their reports kept steady feedback loops going.
2 payroll runs, 100% on time — 421 people paid accurately, every cycle.

Onboarding every new hire on time while closing your full review cycle puts you in the top 15% of HR teams we see.

Fin's month in review

To — Cole Feldman, Meghan Haenn · +2

Hey Meghan,

Here's everything your team accomplished this month.

By the numbers

47 new hires onboarded — each one productive from day one, no paperwork backlog.
1,052 performance reviews completed — your review cycle stayed on track and teams stayed aligned.
2,691 1:1s logged — managers and their reports kept steady feedback loops going.
2 payroll runs, 100% on time — 658 people paid accurately, every cycle.

Onboarding every new hire on time while closing your full review cycle puts you in the top 10% of HR teams we see.

Account's month in review

To — buyer · team

Hey First Name,

Here's everything your team accomplished this month.

By the numbers

# onboarded new hires onboarded — each one productive from day one, no paperwork backlog.
# reviews performance reviews completed — your review cycle stayed on track and teams stayed aligned.
# 1:1s 1:1s logged — managers and their reports kept steady feedback loops going.
# payroll payroll runs, 100% on time — 658 people paid accurately, every cycle.

Onboarding every new hire on time while closing your full review cycle puts you in the percentile of HR teams we see.

Example agent

Proof of value delivered to your customers, monthly.

Sonora turns each account's month of usage and outcomes into a personalized recap — drafted in your CSM or Account Manager's voice, and sent to the economic buyer.

Monthlya personalized, in-your-voice recap in every buyer's inbox

See it on your data →

Why Sonora