By Convo Team • Published January 10, 2026 • Last updated March 18, 2026
Convo is customer engagement software and an AI tool for customer success that combines conversation analytics software with automated health scoring, customer onboarding software, and churn prediction. As customer retention software, it helps CS teams reduce churn with real-time coaching, sentiment analysis, QBR automation, and proactive retention alerts.
The AI platform for
customer success
Predict churn before it happens, automate health scoring, and expand revenue with customer success AI that coaches your CSMs in real-time.
Flagged Accounts
Portfolio Overview
Customer Health Dashboard
Net Revenue Retention
Accounts at Risk
Avg Health Score
Expansion Pipeline
Portfolio Health
+6 from last month
Distribution
Avg Sentiment
Slightly below target
AI that keeps your best customers close
Proactive intelligence that helps your CS team retain accounts and uncover expansion opportunities
HEALTH SCORING
Account health, scored automatically
Convo monitors every interaction and surfaces risk signals before your customers even think about churning.
Discover Health ScoresCHURN PREDICTION
Built for retention, optimized for growth
Make sure your CS team spots at-risk accounts early with AI-powered churn signals and proactive playbooks.
Good afternoon
I'm here to help you retain accounts.
PROACTIVE ASSISTANT
A connected, proactive CS Assistant
From customer onboarding to renewals, deliver proactive insights to your CSMs right inside their workflow. Powered by your account data, health scores, and conversation history.
Discover CS AssistantCS tools for teams who care about retention
Customer engagement software with proactive alerts and AI-powered account intelligence to streamline your CS workflow
QBR ready
Deck generated from 12 touchpoints...
QBR PREP
Business reviews that write themselves
AI pulls usage data, health trends, and conversation highlights into a polished QBR deck, automatically.
QBR AutomationSENTIMENT
Read between the lines, in real-time
Track customer sentiment across every touchpoint. Know when frustration is building before it becomes churn.
Sentiment AnalysisEXPANSION
Spot upsell signals your team misses
Surface expansion opportunities from conversation patterns, usage spikes, and buying signals across accounts.
Expansion IntelligenceEnterprise-grade customer intelligence platform
Convo scales with your CS org, offering the security, control, and flexibility that modern teams need
Migration and support
White-glove migration, 1:1 support & training, and custom integrations ensure you get up, running and ready to scale fast.
Access control
Tiered role and permissions settings let you precisely choose who can view and manage customer data.
Privacy-first architecture
Audio is processed locally on your device. AES-256 encryption at rest, TLS 1.3 in transit, and enterprise SSO with MFA.
Dedicated workspaces
Complete data isolation between organizations with authenticated access. Only your team can view customer data.
FAQ
Frequently Asked Questions
Everything you need to know about Convo for customer success teams.
What is AI for customer success?
It’s software that uses AI to help CS teams retain and grow accounts. Convo analyzes conversations, tracks customer health scores automatically, and coaches CSMs in real-time during calls so they can spot churn risk and expansion opportunities early.
How does conversation analytics software help reduce churn?
Conversation analytics software listens across every customer touchpoint and picks up on patterns your team would miss. Convo tracks sentiment shifts, engagement drops, and language cues that signal frustration, then alerts your CSMs before it becomes a cancellation.
What customer retention software features does Convo include?
Automated health scoring, churn prediction, sentiment analysis, QBR automation, expansion signal detection, and real-time coaching. It’s customer retention software that works proactively so your team isn’t always playing catch-up.
How does automated health scoring work?
Convo continuously evaluates every account based on usage data, conversation signals, support tickets, and engagement patterns. No more manual spreadsheets. The customer success AI updates scores automatically and flags accounts the moment they start trending down.
Can Convo help with QBR preparation?
Yes. Convo automatically compiles usage trends, conversation highlights, health score changes, and expansion signals into a structured QBR deck. Most CSMs save 3-4 hours per review.
What AI tools for customer success does Convo offer?
Real-time call coaching, automated health scores, churn prediction, sentiment tracking, QBR generation, and expansion opportunity detection. Convo works with Zoom, Teams, and Google Meet, and most teams are up and running within 15 minutes.
Explore Convo for other teams
Ready to retain
more customers?
Join CS teams reducing churn by 38% with proactive AI intelligence.
Sources & References
- Customer Success Technology Report (Gartner, 2025)
- AI-Powered Customer Retention Best Practices
- B2B Customer Success Benchmarks