Customer Success Use Case
Never lose a customer
conversation again
Real-time AI for escalations, renewals, and expansion opportunities.
CS teams report significant performance improvements with customers.
Never lose a customer
Critical moments that save accounts
Convo catches risk signals and opportunities in real-time, not in post-call notes
Churn Risk Detection
The moment:
“We’re reviewing all our vendor contracts...”
Without Convo:
You miss the signal. Two weeks later, they send a cancellation notice.
With Convo:
💡 “Address budget concerns now - offer flexible payment terms”
Expansion Timing
The moment:
“We’re hiring 20 more people next quarter...”
Without Convo:
You miss the perfect upsell moment. Competitors move in.
With Convo:
📈 “Mention the Enterprise plan’s bulk onboarding features”
Escalation Prevention
The moment:
“I need to speak to your manager...”
Without Convo:
The situation escalates. Trust is damaged. Recovery becomes harder.
With Convo:
🛡️ “Acknowledge frustration, offer immediate resolution path”
The difference timing makes
After the call
Too late to help
Customer raised concerns, you missed follow-up opportunities, forgot to mention key features
vs
During the call
When you can act
Live risk detection, instant action items, conversation context - right when you need to respond
Built for customer success teams
01
Proactive intervention, not reactive firefighting
Catch churn signals and expansion opportunities the moment they appear. Guide difficult conversations with confidence using real-time AI suggestions.
02
Complete customer journey memory
Every conversation, concern, and commitment remembered. Get suggestions like “Sarah mentioned integration issues last month - follow up on resolution.”
03
Health score integration with real conversation data
Move beyond lagging indicators. Update health scores based on actual customer sentiment and engagement during calls, not just usage metrics.
Measurable impact on retention
CS teams using Convo see immediate improvements in key metrics
28%
Higher Retention
Average improvement in customer retention within 90 days
118%
Net Revenue Retention
Identify and capture expansion opportunities in real-time
4.8
CSAT Score
Higher satisfaction from proactive issue resolution
-65%
Escalations
Fewer escalations with real-time de-escalation guidance
Enterprise-grade security for customer data
Your customer conversations are protected with the highest security standards
🛡️
SOC 2 Type II
Independently audited security controls
🔒
End-to-End Encryption
AES-256 encryption at rest and in transit
🌍
GDPR & CCPA
Full compliance with privacy regulations
🏢
Data Isolation
Complete separation between customer accounts
Frequently asked questions
How does Convo help prevent churn?
Convo analyzes conversation patterns in real-time to detect risk signals like budget concerns, competitor mentions, or declining engagement. It immediately suggests interventions, helping you address issues before they escalate to cancellations.
Can Convo integrate with our existing CS tools?
Yes, Convo integrates seamlessly with major CS platforms like Gainsight, ChurnZero, Zendesk, and Intercom. It enriches your existing workflows with real-time conversation intelligence without requiring tool changes.
How quickly can our CS team start using Convo?
Teams are typically up and running within 15 minutes. Convo works with your existing meeting tools and requires no training. CSMs see value from their very first customer call with real-time guidance.
What makes Convo different from CS analytics tools?
Most CS tools analyze data after the fact. Convo provides real-time guidance during customer conversations when you can actually make a difference. It’s like having a CS expert whispering the perfect response in your ear.
Ready to save every customer?
Join CS teams using Convo to increase retention by 28% and NRR to 118%