AI Agents
A curated directory of AI agents built for Customer Success. Compare features, integrations, and real user ratings. Not sure what to look for? Read our playbook on evaluating the CS AI stack or learn the difference between AI agents and copilots.
All product names, logos, and brands are property of their respective owners. Ratings and reviews sourced from G2 and other public platforms — data may not reflect current figures. OnboardSuccess is an independent directory and is not affiliated with, endorsed by, or sponsored by any listed company. To request changes or removal of a listing, contact us.
Success Scaled
Fractional CS leadership and consulting for early-stage SaaS, turning customer success into a revenue-generating function.
Best for: Seed to Series B SaaS companies needing to build or scale their CS function from scratch.
Pricing: Custom (Advisory / Consulting / Fractional tiers)
Agency.inc (Kai)
Autonomous CS agent that manages onboarding, renewals, and customer plans end-to-end.
Best for: Tech-forward CS leaders seeking the cutting edge of autonomous account management.
Pricing: Contact for pricing (startup stage)
Akita
AI-driven customer success insights platform to reduce churn.
Best for: Customer success teams focusing on predictive health and risk mitigation.
Pricing: Custom pricing.
⭐ G2 Rating: 4.1/5(40+ reviews)
Avoma
AI meeting assistant & conversation intelligence platform.
Best for: CS teams seeking automated meeting insights and transcript analysis.
Pricing: Free trial; paid plans from $20/user/month
⭐ G2 Rating: 4.6/5(700+ reviews)
Catalyst
Customer success platform focused on usage data and insights.
Best for: Teams seeking usage-based customer insights and health prediction.
Pricing: Custom pricing available.
⭐ G2 Rating: 4.2/5(80+ reviews)
Churn360
Customer success platform for churn and revenue growth management.
Best for: Businesses aiming to reduce churn and drive expansion revenue.
Pricing: Available on request.
⭐ G2 Rating: 4.0/5(30+ reviews)
ChurnZero AI Agents
Purpose-built CS platform with 14+ embedded agentic AI agents for automation and risk detection.
Best for: Mid-market to enterprise CS teams already on ChurnZero seeking autonomous execution.
Pricing: Credit-based, self-serve AI Marketplace
⭐ G2 Rating: 4.7/5(680+ reviews)
Conversica
AI virtual assistants for customer engagement and follow-up.
Best for: CS teams automating customer outreach and lead nurturing.
Pricing: Custom pricing
⭐ G2 Rating: 4.3/5(200+ reviews)
Custify
AI-powered platform to drive customer retention and success.
Best for: SaaS businesses seeking AI-driven customer success automation.
Pricing: Starts at $79/month.
⭐ G2 Rating: 4.6/5(180+ reviews)
CustomerLabs
No-code CDP and product analytics platform.
Best for: CS teams wanting no-code product analytics and customer data integration.
Pricing: Starts at $299/month
⭐ G2 Rating: 4.4/5(60+ reviews)
CustomerOS
Unified customer data platform for success teams with AI analytics.
Best for: Teams needing a centralized customer data platform with AI insights.
Pricing: Contact for custom pricing.
⭐ G2 Rating: 4.5/5(50+ reviews)
EverAfter
Customer-facing portal builder powered by AI, translating CS data to interactive self-serve experiences.
Best for: CS teams wanting to offer customers a self-service success interface powered by internal CS data.
Pricing: Mid-market to enterprise, custom quote
⭐ G2 Rating: 4.7/5(70+ reviews)
Forethought AI
AI agent platform for customer support with automated ticket resolution and intent detection.
Best for: Enterprise support-heavy CS teams with high ticket volume seeking autonomous resolution.
Pricing: Enterprise, contact sales
⭐ G2 Rating: 4.5/5(N/A reviews)
Freshsuccess
Customer success platform with AI-powered health scores and automation.
Best for: SMBs looking for affordable AI-powered customer success tools.
Pricing: Starts at $29/user/month.
⭐ G2 Rating: 4.5/5(120+ reviews)
Gainsight Atlas AI Agents
AI agentic layer on top of Gainsight CS platform, with relationship intelligence and workflow agents.
Best for: Enterprise SaaS companies with dedicated CS Ops and Salesforce-native stacks.
Pricing: Enterprise (est. $24k-$168k+/year)
⭐ G2 Rating: 4.4/5(1,100+ reviews)
Intellimize
AI-powered conversion rate optimization platform.
Best for: CS teams looking to increase user adoption and retention via personalization.
Pricing: Custom pricing
⭐ G2 Rating: 4.6/5(100+ reviews)
Khoros
Customer engagement platform with AI-powered support.
Best for: CS teams seeking scalable AI customer support and community management.
Pricing: Custom pricing
⭐ G2 Rating: 4.1/5(300+ reviews)
Observe.AI
AI-driven contact center QA & agent performance platform.
Best for: CS teams aiming to improve support call quality and coaching with AI.
Pricing: Custom pricing
⭐ G2 Rating: 4.5/5(120+ reviews)
Oliv.ai
AI-native CS platform with modular agents for revenue orchestration and rapid deployment.
Best for: Mid-market teams without CS Ops resources, or those moving off Gainsight/Totango.
Pricing: Modular per-agent pricing, free data migration
⭐ G2 Rating: 4.8/5(N/A (New platform) reviews)
Planhat
Customer success management platform with predictive AI.
Best for: Customer success teams needing predictive insights and workflow automation.
Pricing: Contact vendor for pricing.
⭐ G2 Rating: 4.3/5(200+ reviews)
Playbasis
AI-powered gamification for customer engagement and loyalty.
Best for: Customer success teams seeking to boost engagement with gamification.
Pricing: Custom pricing
⭐ G2 Rating: 4.5/5(50+ reviews)
SmartKarrot
AI-driven customer success and experience platform.
Best for: Enterprises seeking customer journey orchestration combined with AI.
Pricing: Contact vendor for pricing details.
⭐ G2 Rating: 4.2/5(90+ reviews)
Staircase AI (by Gainsight)
Relationship intelligence agent scanning communications for health & stakeholder insights.
Best for: Gainsight enterprise customers needing automated relationship intelligence beyond product usage.
Pricing: Included in Gainsight Atlas tier
⭐ G2 Rating: 4.4/5(See Gainsight reviews reviews)
Strikedeck
Customer success automation and playbooks platform.
Best for: CS teams needing automated, scalable customer success workflows.
Pricing: Custom pricing
⭐ G2 Rating: 4.3/5(150+ reviews)
Taskade
Collaborative workspace for task and project management.
Best for: CS teams wanting unified task and communication management.
Pricing: Free plan available; paid plans start at $5/user/month
⭐ G2 Rating: 4.7/5(1000+ reviews)
TheLoops
Predictive CX ops platform linking support signals to churn prediction and auto-QA.
Best for: CS and support teams wanting to connect support signal data to proactive CS intervention.
Pricing: Enterprise, contact for pricing
⭐ G2 Rating: 4.4/5(N/A reviews)
Totango
AI-driven customer success platform for growth and retention.
Best for: Mid-market to enterprise companies focusing on customer growth and retention.
Pricing: Custom pricing based on company size and features.
⭐ G2 Rating: 4.4/5(800+ reviews)
UserIQ
Customer success software with AI-driven product adoption analytics.
Best for: Customer success teams needing product adoption and behavior insights.
Pricing: Custom pricing.
⭐ G2 Rating: 4.1/5(70+ reviews)
Velaris
Simplified mid-market CS platform with integrated AI automation and project management.
Best for: CS teams under 30 reps needing integrated project management and AI automation without Gainsight complexity.
Pricing: Mid-market pricing, contact for quote
⭐ G2 Rating: 4.8/5(N/A (growing base) reviews)
Vitally
Mid-market CS platform with AI copilot, collaborative docs, and fast deployment.
Best for: Scaling SaaS teams (10-100 CSMs) seeking AI-powered CS without a full CS Ops function.
Pricing: Starts ~$500/month, scales with team
⭐ G2 Rating: 4.5/5(350+ reviews)
Whatfix
Digital adoption platform for onboarding and training.
Best for: CS teams focused on user onboarding and training automation.
Pricing: Custom pricing
⭐ G2 Rating: 4.7/5(800+ reviews)