Dash demos by team
AI for customer success
Dash is an AI teammate for customer success teams that works inside Slack and Microsoft Teams. It reads the CRM, the ticket queue, usage data and the account channel, then answers the questions a CSM would otherwise assemble by hand: where an onboarding run stands, which accounts are at renewal risk, what the week's satisfaction scores actually say, and what is waiting in the overnight queue.
These demos cover the recurring work of the role: triaging tickets, checking a customer's status, guiding an agent through a procedure, building the quarterly review, and preparing for a renewal conversation. Every answer names the record it came from.
Nothing is sent to a customer without an explicit approval in the thread.
Get started for free Chat with Dash, the AI teammate that works inside Slack and Microsoft Teams.
#support Guide an agent through the procedure in Zendesk A newer agent hits an unfamiliar case. Dash walks them through the approved procedure step by step inside the ticket, surfaces the policy behind each step with a link, and stops at the point where the case needs a supervisor rather than pushing on. View the conversation
#customer-success Ask where a customer onboarding run stands A one line question in the channel returns the customer's onboarding status: which steps are done, which are overdue, who owns each one, and which single item is actually holding up go live. View the conversation
#support Triage the overnight support queue in Slack Dash sorts the tickets that arrived overnight into what is routine, what is urgent and what nobody owns, drafts the routine replies for a human to approve, and names the two tickets that should be escalated before the team's first coffee. View the conversation
#customer-success Draft a renewal risk brief from CRM and tickets Before a renewal conversation Dash assembles what actually predicts the outcome: usage trend, open tickets, what was promised at the last review, and who has gone quiet, with the source behind each line so the brief can be checked. View the conversation
#customer-success Post the weekly CSAT digest with verbatims Every Monday Dash posts the week's satisfaction scores with the comments actually worth reading, separates the complaints that name a product problem from the ones that name a support problem, and flags the accounts where the score moved. View the conversation
#customer-success Check account health and churn risk ARR, trend arrows, churn signals, and the next move — 87 days before renewal. View the conversation
#customer-success Build a customer QBR from CRM and usage data Full Q2 business review assembled from Gong, HubSpot, and usage data — two days before the call. View the conversation