Understand your customers
Customer context and intelligence.
AI-POWERED POST-SALES OPERATING SYSTEM
The AI Operating System for
Bring customer intelligence and post-sales work together, from onboarding to renewal and growth. Agent Caleb helps your team spend less time preparing and coordinating, and more time moving customers forward.
30 days free Up to 50 customer accounts
No credit card required
Built for B2B SaaS customer teams
Onboarding
Retention
Renewals
Expansion
ONE ACCOUNT. A COMPLETE WORKFLOW.
From customer context
to work that moves things forward.
Business Profile gives atEaseAI your business context, so plans and next steps reflect how your team defines success.
EXPLORE AN EXAMPLE ACCOUNT
AC
AcmeCloudA renewal is approaching. Adoption is declining.
Needs attention Usage Down 18%
Support 2 open issues
Renewal 45 days
Adoption is declining before renewal. Check whether open issues are blocking customer value.
PREPARED BY AGENT CALEB
AcmeCloud · Adoption recovery plan
OBJECTIVE
Understand what is blocking adoption before the renewal conversation.
PROPOSED CUSTOMER CONVERSATION
Confirm whether open support issues are affecting the customer’s key workflow and agree on the next adoption milestone.
FOLLOW-THROUGH
Maya reviews the plan, coordinates the support follow-up, and confirms a customer check-in.
Human approval before consequential actions. Execution uses supported atEaseAI capabilities.
PROPOSED NEXT STEPPrepare a customer check-in
Validate the blocker and agree on an adoption milestone.
AFTER YOUR APPROVALFollow up on adoption
Owner: Maya Chen
Your team reviews. Your team approves.
Meet Agent CalebTHE PLATFORM AT A GLANCE
One platform.
The work after the sale.
Understand customers. Manage their lifecycle. Coordinate the work. See the results.
Manage the customer lifecycle
Onboarding, churn risk, renewals, and growth.
Get work done
AI assistance and repeatable execution.
Reporting & insights
Portfolio and team visibility.
HOW IT WORKS
From connected data
to coordinated action.
Connect your tools
Bring CRM, support, conversations, and product usage together through supported integrations.
Set your business context
Define goals, success criteria, customer journeys, and playbooks in Business Profile.
Prepare work with Caleb
Ask Caleb to analyze an account or portfolio and prepare relevant recommendations and plans.
Review, approve, execute
Review the work, approve consequential actions, and coordinate follow-through with Caleb and Automation & Workflows.
SOLUTIONS
Less time assembling the work.
More focus on customer outcomes.
For CS, Account Management, and post-sales leaders, whether one person owns the relationship or a team shares the work.
Customer Success
Reduce account-preparation effort and focus customer conversations on adoption, health, and progress.
Support customer outcomesAccount Management
Prepare renewals earlier and validate growth opportunities with less manual account research.
Protect and grow accountsPost-sales leadership
Spend less effort assembling portfolio updates and more time deciding where the team can help.
Focus your team’s effortINTEGRATIONS
Keep the tools you use.
Connect the work between them.
Connect supported CRM, support, communication, and product analytics tools. atEaseAI brings their context into your post-sales workspace.
CRMSalesforce · HubSpot · Zoho CRM
SupportZendesk · Freshdesk · Zoho Desk
Email & calendarGoogle · Microsoft
Product analyticsPostHog · Google Analytics
Shared customer context
Relevant next actions
Coordinated follow-through
SECURITY AT ATEASEAI
Understand your data.
Ask the right questions.
Review data handling and access controls before connecting your systems.
Explore security & data protectionEncryption in transit & at rest
Role-based access & permissions
Logical separation of customer workspaces
Secure integration authorization
A FEW USEFUL ANSWERS
Questions about atEaseAI
What is atEaseAI?
atEaseAI is an AI-powered post-sales operating system for Customer Success and Account Management teams at B2B SaaS companies. It connects Customer 360, account health, product adoption, customer engagement, onboarding, renewals, and analytics. Agent Caleb helps teams turn that customer context into personalized work and approved actions.
What problem does atEaseAI solve?
Customer information is spread across CRM, support, email, meetings, and product tools. atEaseAI connects supported sources so the team can understand an account, decide what needs attention, and coordinate follow-up with an owner.
Who is atEaseAI for?
It is designed for Customer Success, Account Management, customer onboarding, and the leaders or founders responsible for retention, renewals, and account growth.
How is atEaseAI different from using an AI assistant?
atEaseAI connects AI assistance to shared customer records and defined post-sales workflows. Teams can use account context to review recommendations, prepare communications, create tasks, and keep ownership visible in the same workspace.
Do we need a product analytics tool?
You can connect a supported product analytics tool. If you do not use one, your backend can send usage events through the atEaseAI Usage API. The API Documentation explains that integration path.
How can we evaluate the product?
Start a 30-day trial for up to 50 customer accounts with no credit card required, or request a walkthrough focused on your team’s workflows and integration requirements.
TAKE A CLOSER LOOK
See what changes in your team’s day.
See the product in action, or evaluate it with your own customer accounts.
Explore a workflow with us.
See how customer context becomes a plan and an approved next step.
Request a demoEvaluate with your own accounts.
Try the workflows your team uses every day.
Start free trial30 days · Up to 50 accounts · No credit card required