9 Best AI Tools for Customer Success to Boost Customer Satisfaction

In the fast-paced world of customer success, AI tools have become invaluable for enhancing team productivity, automating processes, and gaining valuable customer insights. These tools enable customer success teams to create seamless workflows and deliver exceptional customer experiences. In this article, we will explore the top 9 AI tools that your team can leverage to fight churn and ensure customer success.

How Can AI Revolutionize Customer Success?

With businesses targeting diverse buyer segments, the role of a customer success manager (CSM) has become increasingly complex. It is crucial to understand the unique needs of each segment and develop strategies to help them succeed. This is where AI tools come in, offering four major ways to revolutionize customer success:

  • Automate manual tasks: AI tools automate time-consuming manual tasks such as responding to common queries or extracting customer insights from lengthy spreadsheets. This enables your team to focus on high-value activities.

  • Free up your team’s time: By automating manual tasks, AI tools free up your team’s time to concentrate on activities like assisting customers in successful onboarding or analyzing the effectiveness of different strategies.

  • Personalize customer experiences: AI tools provide robust analytical capabilities that gather insights from customer data. Leveraging these insights, you can create personalized experiences for customers, enhancing their satisfaction and loyalty.

  • Gain valuable insights into future trends: AI tools excel at predictive analytics, empowering your team to be proactive in their strategies and responses. By identifying trends and patterns, you can better anticipate customer needs and take timely actions.

9 Best AI Tools for Customer Success Teams

Now, let’s delve into the 9 best AI tools for customer success teams. Each tool offers unique features, pricing options, and our expert reviews to help you make an informed choice:

1. Otter.ai – AI Tool for Transcribing and Summarizing

Ever find yourself late to a meeting or struggling to recall crucial details shared by your colleagues? Otter.ai is your AI meeting assistant, offering real-time automated notes and audio transcription. It even emails you a summary of the entire meeting, including key information. Our favorite feature is how it captures slides discussed in meetings, providing valuable context.

Key Features:

  • Add comments, highlight key points, and assign action items in live transcripts.
  • Get automated meeting notes by integrating the tool with Microsoft or Google Calendar.
  • Receive automatic summaries after each meeting for quick reference.
  • Easily search through any meeting to find the data you need.

Best for: All industry types that conduct regular meetings.


  • Free Trial
  • Pro: $16.99 per user per month
  • Business: $30 per user per month
  • Enterprise: Custom pricing

2. Salesforce Einstein – AI Tool for Customer Insights

If you have loads of data but struggle to derive actionable insights, Salesforce Einstein is the solution. It gathers data from various sources, including cloud or on-premise software, and provides your CS team with valuable insights to help customers succeed with your product.

Key Features:

  • Built-in connectors bring all your data to one platform, enabling better insights.
  • AI-powered insights provide solid recommendations and predictions for every business question.
  • Intuitive dashboards offer a visually engaging experience, allowing you to tell stories with customer data.

Best for: Healthcare, SaaS, Ecommerce, Banking, Manufacturing, and data-intensive industries.


  • Free Trial
  • Different tools: Variable pricing

3. Intercom – AI Tool for Customer Engagement

As a CSM, engaging customers effectively is crucial. Intercom offers AI features that facilitate powerful onboarding experiences and personalized engagements. One standout feature is the in-product messaging flows that enable targeted communication with users.

Key Features:

  • Set up onboarding workflows and announce new offers during critical stages.
  • Leverage first-party data to create personalized engagements.
  • Create multi-channel campaigns to engage customers on their preferred platforms.
  • Automate workflows based on past records, such as triggering emails for inactive customers.

Best for: SaaS companies that prioritize onboarding and in-app messaging.


  • Free Trial
  • Starter: starts from $74 per month
  • Pro: Custom pricing
  • Premium: Custom pricing

4. ChatGPT — AI Tool for Content Creation

Content creation is a vital part of a CSM’s job. ChatGPT simplifies and automates many daily content-creation activities. Whether you’re drafting client emails or conveying ideas on Slack, ChatGPT can assist you throughout the process.

Key Features:

  • Create marketing content for upselling, cross-selling, onboarding, or reactivation campaigns.
  • Translate content to communicate with customers in their preferred language.
  • Summarize lengthy text or locate specific data sources.
  • Customize content to align with your brand’s tones and style.
  • Integrate with knowledge guides to answer more complex questions.

Best for: All industries that create any form of content.


  • Free Trial
  • Plus: $20 per month

5. MonkeyLearn – AI Tool for Sentiment Analysis

Understanding customer sentiment and maintaining the right tone in communications is critical. MonkeyLearn offers a sentiment analysis tool that helps you gauge customer feelings about specific product features and ensures your guides are on point.

Key Features:

  • Build text classifiers to detect sentiment, intent, urgency, and topic.
  • Analyze sentiment in various text formats, including reviews, surveys, support tickets, and social media.
  • Seamlessly integrate with visualization tools like Mode, Tableau, and Looker.
  • Connect with customer support, productivity, and survey tools to import/export data.

Best for: SaaS, ecommerce, and healthcare industries that rely on reviews and customer feedback.


  • Free Trial
  • Team: $299 per month
  • Business: Custom pricing

6. Userpilot – AI Tool for Onboarding

Providing a personalized onboarding experience is crucial for customer success. Userpilot offers several AI features to achieve this, ensuring a smooth activation stage by drawing the user’s attention to relevant features. Their AI-powered editor simplifies creating quality microcopy for in-app messaging.

Key Features:

  • Maximize engagement by adjusting the onboarding flow based on user personas.
  • Provide contextual hints and tips as users navigate your app.
  • Identify and track goal achievement to optimize onboarding for activation.
  • Promote self-discovery of features by providing contextual experiences.

Best for: SaaS companies that prioritize onboarding and in-app messaging.


  • Free Trial
  • Starter: starts from $299 per month
  • Growth: Custom pricing
  • Enterprise: Custom pricing

7. ChurnZero – AI Tool for Predictive Insights

Imagine being able to proactively prevent customers from leaving your business. ChurnZero gives you access to customers’ health scores, helping you gauge their likelihood to renew subscriptions. Armed with this knowledge, you can create proactive strategies to increase retention.

Key Features:

  • Get real-time alerts when customers face obstacles during onboarding.
  • Gain insights into data like time spent in-app, logins, and event tracking to monitor product usage.
  • Recommend relevant product add-ons to customers.
  • Analyze health scores to identify issues and mitigate risks.
  • Identify cross-selling and up-selling opportunities based on license utilization and usage data.

Best for: SaaS and marketing agencies with variable revenue models.


  • No Free Trial
  • Paid plan available upon request

8. Microsoft Copilot – AI Tool for MS Office

Microsoft Copilot is a game-changer for customer success teams that rely on MS Office. It allows you to write prompts and accomplish various tasks effortlessly. For example, you can create presentations from documents, extract trends from Excel data, summarize documents, and much more.

Key Features:

  • Works seamlessly with Word, Excel, PowerPoint, Outlook, Teams, and more.
  • Generate summaries, write, edit, and create drafts in Word.
  • Suggest formulas, identify trends, and create powerful visualizations in Excel.
  • Create presentations, adjust layouts, and reformat text in PowerPoint.
  • Summarize email threads, pull information from existing content, and reply efficiently in Outlook.
  • Organize discussions, create meeting agendas based on chat history, and get meeting summaries in Teams.

Best for: All industries that utilize MS Office.


  • Free within the MS Office Suite
  • No additional pricing

In Conclusion

AI tools have become indispensable for customer success teams looking to fight churn and deliver outstanding customer experiences. By automating tasks, providing valuable insights, and personalizing interactions, these tools empower teams to achieve unparalleled success. Choose the AI tools that best suit your team’s needs and start revolutionizing your customer success strategy today!

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