How It Works
Actioner adapts to your customer segments, providing the right level of AI assistance and automation for each tier.
💎
For High-Value Customers
AI assists CSMs with real-time customer insights, churn alerts, and upsell opportunities.
🤖
For Mid & Low-Touch Customers
AI autonomously monitors engagement, surfaces risks, and runs automated outreach.
🔗
Seamless Execution
Works within your CRM, support, and analytics tools—delivering insights where your teams operate.
Unified Customer Data
One Source of Truth
Eliminate silos. Actioner seamlessly integrates data from CRMs, ticketing systems, product analytics, and subscription platforms, creating a single, intelligent customer data model.
- Every touchpoint—product usage, revenue impact, support history, and engagement trends—is connected and queryable.
- Our Customer Data Graph allows you to ask complex questions across multiple data sources with deep relational insights.
Talk to Your Data
Ask Anything, Get Answers Instantly
Your customer data should be as easy to access as asking a question. Usingnatural language, you can instantly query customer health, churn risks, and expansion opportunities.
- Ask in plain English, get responses in tables, charts, or summaries.
- Save any query as a dashboard widget—so you never have to ask the same question twice.
Prebuilt Dashboards
Instant Insights, Zero Setup
No need to start from scratch. Actioner comes with pages designed for CSMs, Sales, Product, and Executives.
- Customer Success Managers: Proactively manage accounts. See customer health, risk indicators, and upcoming renewals at a glance.
- Account Executives & Sales: Uncover expansion opportunities. Identify customers ready for upsells and cross-sells.
- Product & Business Leaders: Understand trends. Get a holistic view of feature adoption, customer sentiment, and product performance.
Custom Dashboards
Build Your Own Insights
Easily create and customize dashboards to track your most important customer metrics.
- Pull data from multiple sources (CRM, support, usage, revenue).
- Filter and segment data by timeframe, customer tier, ARR impact, and more.
- No BI tools needed—Actioner automatically generates visuals from your queries.
Transparent Insights
Grounded in Your Data
AI-powered sentiment scoring, churn risk, and expansion likelihood—but built with transparency.
- Actioner’s models combine quantitative and qualitative signals for accuracy.
- Supporting evidence is always visible—you’ll see exactly why a customer is flagged for churn risk or upsell potential.
- No black-box AI—every prediction is backed by data from CRM, support, and product usage
Close the Feedback Loop
Turn Insights into Action
Customer feedback should never be lost in a backlog.
- Tie feedback directly to product decisions. See which requests come from high-value customers, power users, or at-riskaccounts.
- Product Managers can prioritize roadmap items based on business impact, sentiment, and request frequency.
- Keep customers informed—connect feedback to roadmap updates and share progress effortlessly.
CRM and Revenue
Support
Product Analytics
Project Management
Integrates with Your Tools
No Disruptions
Actioner connects with your existing stack so insights flow seamlessly:
- Actioner’s models combine quantitative and qualitative signals for accuracy.
- CRM & Revenue (Salesforce, HubSpot, Stripe)
- Support (Zendesk, Intercom, Freshdesk)
- Product Analytics (Segment, Mixpanel, Amplitude)
- Project Management (Jira, Asana, ClickUp)
Alerts Where You Work
Stay Informed, Proactively
You don’t have to log into Actioner to stay on top of what matters.
- Define what’s important—set alerts for churn risk, usage drops, feature adoption, or upsell readiness.
- Get notified in Slack, Email, or CRM—Actioner delivers insights to your team where they already work.