AI Agents

7 agents that work 24/7 for your CS team

Purpose-built AI agents that monitor health, predict churn, enforce compliance, and automate interventions. Each with documented inputs, outputs, KPIs, and SLAs.

All agents include:
<2 min Compute Time
>99.9% Uptime
15 min Data Freshness

SuccessPilot

Health scoring, trends, churn alerts

Monitors account health through weighted scoring, identifies trend patterns, and triggers proactive churn alerts before risk escalates.

Key Performance Indicators

Accuracy: >85%
Lead Time: >30 days
False Positive Rate: <10%

Inputs

usage_index
stakeholder_engagement
risk_score
lifecycle
+2 more

Outputs

health_score
risk_flags[]
recommended_actions[]
trend_analysis

SLAs

Compute < 2 min
Uptime > 99.9%

Destinations

Notion
Airtable
Asana
ClickUp
Monday
Sheets

ChurnShield

Intervention playbooks, renewal forecasting, risk escalation

Orchestrates intervention playbooks based on risk signals, forecasts renewal outcomes, and escalates critical accounts to stakeholders.

Key Performance Indicators

Churn Reduction: 15-25%
Forecast Accuracy: >80%

Inputs

health_score
risk_flags
renewal_date
contract_value
+2 more

Outputs

playbook_actions[]
renewal_forecast
escalation_alerts[]
forecast_delta

SLAs

Compute < 2 min
Uptime > 99.9%

Destinations

Notion
Airtable
Asana
ClickUp
Monday
Sheets

ArchitectIQ

Integration designs, error RCA, performance optimization

Designs integration architectures, performs root cause analysis on errors, and optimizes performance across connected systems.

Key Performance Indicators

Design Time: -50%
Fix Time: <4h

Inputs

integration_config
error_logs
performance_metrics
api_specs
+1 more

Outputs

design_recommendations[]
rca_report
optimization_actions[]
performance_slos

SLAs

Compute < 2 min
Uptime > 99.9%

Destinations

Notion
Airtable
Asana
ClickUp
Monday
Sheets

DataSentinel

Normalization maps, schema diffs, quality scorecards, lineage

Maintains normalization mappings, detects schema drift, generates quality scorecards, and tracks data lineage across sources.

Key Performance Indicators

Data Quality: >95%
Drift Detection: <1h

Inputs

source_schemas
normalization_rules
data_samples
lineage_config
+1 more

Outputs

normalization_map
schema_diff_report
quality_scorecard
lineage_graph

SLAs

Compute < 2 min
Uptime > 99.9%

Destinations

Notion
Airtable
Asana
ClickUp
Monday
Sheets

VaultGuard

Rotation schedules, scope audits, access reviews, compliance

Manages secret rotation schedules, audits API scopes, conducts access reviews, and generates compliance reports.

Key Performance Indicators

Rotation Compliance: 100%

Inputs

secrets_inventory
rotation_policies
access_logs
scope_definitions
+1 more

Outputs

rotation_schedule
scope_audit_report
access_review_report
compliance_dashboard

SLAs

Compute < 2 min
Uptime > 99.9%

Destinations

Notion
Airtable
Asana
ClickUp
Monday
Sheets

TemplateForge

Deployment templates, documentation, sample datasets, runbooks

Generates deployment templates, auto-creates documentation, provides sample datasets, and maintains operational runbooks.

Key Performance Indicators

Template Reuse: >80%
Onboarding Time: -40%

Inputs

integration_specs
workflow_patterns
documentation_standards
runbook_templates

Outputs

deployment_template
auto_documentation
sample_dataset
operational_runbook

SLAs

Compute < 2 min
Uptime > 99.9%

Destinations

Notion
Airtable
Asana
ClickUp
Monday
Sheets

DealDesk

Pricing guardrails, approval routing, margin insights, deal scoring

Enforces pricing guardrails, routes approvals intelligently, provides margin insights, and scores deals for prioritization.

Key Performance Indicators

Margin Improvement: +5%+
Approval Time: -60%

Inputs

deal_terms
pricing_policies
approval_matrix
historical_deals
+1 more

Outputs

pricing_validation
approval_workflow
margin_analysis
deal_score

SLAs

Compute < 2 min
Uptime > 99.9%

Destinations

Notion
Airtable
Asana
ClickUp
Monday
Sheets
How It Works

Agents that learn and adapt

01

Ingest

Agents continuously pull data from your connected tools and the Atlas Spine.

02

Analyze

AI models score health, detect patterns, and identify risks in real-time.

03

Act

Automated playbooks trigger alerts, tasks, and interventions based on rules.

Ready to put AI agents to work?

Book a demo to see how our agents can reduce churn and scale your CS operations without adding headcount.