AI Agents for Customer Success Teams

Your AI Workforce

Grail agents live in your Slack or Teams and help your CS team stay on top of every account — summarising tickets, drafting responses, tracking renewal dates, flagging churn risk, and preparing QBR materials — so your CSMs focus on relationships.

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# finance

Priya Tan (MD) 9:15 AM

@Grail, prepare our 3-month rolling cash flow forecast and handle this month's supplier payments (S$192k total, including China and Malaysia vendors). Pull everything from Xero and Airwallex. Remember the conservative assumptions we set last month.

Alex Lim (CFO) 9:17 AM

Add the pending Enterprise Singapore grant at 70% probability, and flag any cash shortfalls in May.

Grail APP 9:18 AM

Understood — referencing our 12 Feb discussion on 4% FX buffer and priority early payments for Johor suppliers. Connecting to Xero + Airwallex APIs now and writing custom Python Monte-Carlo simulation on my secure virtual desktop…

Grail APP 5:40 PM

✅ 3-month cash flow forecast complete with base + conservative scenarios, charts and sensitivity table. All 31 supplier invoices reconciled (GST input tax applied correctly). Full payment batch executed in Airwallex — PayNow sent to local vendors, telegraphic transfer to overseas.

CashFlow_Forecast_Apr-Jun2026.xlsx

Supplier_Payment_Run_Mar2026.pdf

Priya Tan (MD) 5:42 PM

Looks perfect, thanks Grail.

Grail APP 5:43 PM

✅ Forecast shared in Google Drive with the full team. GST worksheet auto-generated for next IRAS filing. Full audit log saved.

HR & Ops

Rachel Ng (HR Manager) 10:30 AM

@Grail, please handle full onboarding for Sarah Lim as Senior Sales Executive starting 1 April — contract, S Pass, Talenox payroll, Xero expenses, everything.

Kumar Raj (Operations Manager) 10:32 AM

She'll also need full access to our CRM and inventory system on day one.

Grail 10:33 AM

Got it. Recalling our standard policy from last quarter: 3-month probation, medical 80/20, 14 days AL. Salary confirmed at S$4,800 base + 2% commission?

Rachel Ng (HR Manager) 10:35 AM

Yes correct. She has diploma + 6 years experience. No dependents.

Grail 10:36 AM

Perfect. Running ACRA & MOM checks, drafting contract, compiling S Pass documents, setting up Talenox payroll and all system accesses on my secure workstation…

Grail 3:15 PM

✅ Sarah Lim fully onboarded:
• MOM-compliant employment contract drafted
• S Pass application submitted via MOM portal
• Talenox payroll profile created with CPF, SDL & IRAS settings
• Accounts provisioned in Xero, CRM, inventory system + Slack
• Welcome pack and first-day schedule emailed

Sarah_Lim_Onboarding_Package.pdf

S_Pass_Documents.zip

Rachel Ng (HR Manager) 3:17 PM

Great job Grail — this saves us hours every time.

Grail 3:18 PM

✅ All audit logs saved. First-day Outlook calendar invite created and shared with the team.

Built to Remember

Add a Grail agent to your CS team and brief it on your customer base, success playbooks, and escalation thresholds. It learns each account's history, usage patterns, and key contacts — and applies that context across every touchpoint.

First Week

Learns Your Book of Business

Ingests your CRM data, support history, and product usage. Learns your health score model, escalation thresholds, and renewal calendar.

First Month

Surfaces Risk Before It Shows

Flags leading indicators of churn — declining usage, ticket spikes, executive disengagement — and drafts proactive outreach for the CSM to review.

Ongoing

Runs Like a Scaled CS Team

Knows which accounts need attention this week, what their last QBR covered, and what the renewal terms look like. Helps one CSM cover five times the portfolio.

Security & Control

Enterprise-grade compliance built into every agent.

⚖️

Full Code Ownership

Every automation we build is exported to your repositories. You own the IP — zero vendor lock-in.

🛡️

Approvals & Audits

Human-in-the-loop approval steps before any consequential action. Every decision is logged with full context.

🔒

Immutable Audit Trails

Every action is logged with full context — who asked, what ran, what changed, and when. Ready for internal review or external audit.

From the Grail Team

Real customer success work executed by Grail agents.

Renewals

Automated Renewal Management

Built an automated renewal pipeline — tracked 80 accounts, drafted renewal emails 90 days out, flagged 12 at-risk accounts, and escalated to AEs with full context.

QBRs

QBR Deck Generation

Generated tailored QBR decks for 20 enterprise accounts — pulled usage data, highlighted ROI metrics, and included recommended next steps — in 3 hours.

Support

Ticket Triage and Response

Monitored a Zendesk queue of 300 tickets — categorised by urgency and topic, drafted responses for 80% of standard issues, and escalated complex cases with full summaries.