AI Customer Success

Give CSMs QBRs, renewal briefs, and expansion angles without manual prep

Kona Business AI translates usage signals, tickets, and goals into customer-ready narratives. CSMs get consistent messaging, proactive risk alerts, and templates that win renewals faster.

Create a QBR with AI View renewal templates

Account health summaries with risk signals, feature adoption, and champions

Renewal playbooks with ROI narratives, pricing guardrails, and negotiation prompts

QBR decks with outcomes achieved, roadmap previews, and usage heatmaps

Upsell and expansion angles tied to product usage patterns and customer goals

Call recaps with next steps, owners, and follow-up emails drafted automatically

Customer story outlines and testimonial prompts built from real results

Keep every customer briefing current

Kona monitors adoption, support themes, and executive priorities. It refreshes QBR slides and renewal playbooks automatically so teams show up prepared without hours of manual work.

Sync customer notes, support tags, and product usage signals inside Kona Business AI.

The AI drafts QBR slides, renewal briefs, and expansion angles matched to each account.

Edit the story, confirm metrics, and share with account teams or directly with customers.

Kona refreshes health scores and recommendations every week so briefs stay current.

Generate a customer briefing

Customer success FAQs

Can Kona generate QBR decks automatically?

Yes. It assembles wins, usage charts, upcoming roadmap items, and business outcomes so CSMs can jump straight to delivery.

How does the AI help with renewals and expansions?

It surfaces proof points, pricing guardrails, and tailored upsell angles based on usage patterns, recent tickets, and executive goals.

Is customer data kept private?

Kona only uses the data you provide for summarization. It cites the source of each claim so you can verify before sharing with customers.

Can I use this with my CRM or support system?

Content can be copied into your CRM, CS platform, or ticketing system. Kona can re-run briefs anytime to stay aligned with the latest data.