Researcher
Interviews customers at scale to learn why they stay, leave, and what they would pay for.
AI workers for every job your team cannot staff
Each AI worker owns one customer job and shares one memory of your customers. You pay for the work, not headcount.
Researcherwhy they stay
Onboarderfirst value
Shared customer memoryplan: prosigned up: 14dchurn risk: highOne context, every worker
CSMretention
Sales Closerrevenue
Operations Auditorcompliance
five workers · one growing contextstart with research
The roles
Five workers, one shared memory of your customers
Most teams start with the Researcher to find where revenue leaks, then add the other roles.
CSM
Reaches customers before they go quiet, recovers failed payments, and learns why others left.
Onboarder
Walks every new signup to first value and collects their documents and KYC.
Sales Closer
Follows up abandoned carts and quotes with a checkout link to close the sale.
Operations Auditor
Works down re-KYC, data refresh, and compliance reviews continuously so nothing piles up.
Guiding questionWhy do power users renew?412 talks
Themes
Price vs value unclear38
Onboarding friction24
Wanted deeper integrations19
Missing reporting11
I stay because the reports save me a full day every week. The price stopped mattering once that clicked.Customer #2471
MentionedCompetitor A x6Competitor B x3
AI report · PDF
How they fit together
One agent, the full lifecycle, one memory
The roles share one memory, so context follows the customer. Win-back knows what they told research. You give a brief, not a flowchart, and each role improves with your feedback.
- Start with one role, add more
- Shared context across roles and channels
- You keep the data and decisions
Proof
The work a human team cannot reach, done at scale
A lending team ran 15 effective customer interviews in two days with the Researcher, versus 2 by hand in a full week.
Customer research pilot, lendingA healthtech win-back reached inactive customers at a 25 to 30% response rate, people one-way notifications never wake.
Research deployment, healthtechA DTC e-commerce team reached 502 customers in a research run, and half replied and engaged in conversation.
Research demo, DTC e-commerceFAQ
Questions teams ask first
Do we have to use every role?
No. Most teams start with the Researcher, prove the value, then add roles. Each new role starts with everything the last one learned.
Why start with the Researcher?
It shows where revenue actually leaks, told by customers in their own words, before you automate around a guess. That becomes the brief for retention, recovery, and sales.
Is this a chatbot or a messaging tool?
Neither. The comparable is a human customer team. We train and operate the workers, they run conversations without flowcharts, and you keep the data and decisions.
Which channels do the roles run on?
Every channel your customers use, with shared context across them. Start where they already answer and add others over time.
Meet the workers
See the workforce on your own customers
Book a 15-minute walkthrough and we will run the role that matters most to you.