Meet Ana
Your Customer Success AI Pod
Ana automates onboarding, monitors health scores, prevents churn, and drives renewals — so your CSM team focuses on relationships, not repetitive tasks.
Ana
CUSTOMER SUCCESS AI POD
80%
Churn risk reduction
3×
Faster onboarding
24h
Deploy time
95%
NPS response rate
What Ana does for your team
Six automated workflows that cover the full customer lifecycle — from onboarding to renewal.
Onboarding Automation
Ana sends personalized welcome sequences, collects setup info, schedules kick-off calls, and tracks completion milestones — all without CSM intervention.
NPS & Health Score Monitoring
Automated NPS surveys at 30/60/90 days. Ana scores health signals from usage data, support tickets, and engagement — flags at-risk accounts before they churn.
Churn Prevention Engine
When health score drops below threshold, Ana triggers a re-engagement sequence: personalized outreach, feature tips, and escalation to human CSM for high-value accounts.
Renewal & Upsell Reminders
Ana sends renewal reminders 90/60/30 days out, identifies expansion opportunities from usage patterns, and routes qualified upsell conversations to your sales team.
Support Ticket Triage
Ana handles tier-1 support questions via chat/email, routes complex issues to the right team, and follows up to confirm resolution — closing the loop automatically.
Human CSM Gate
Enterprise accounts, escalations, and high-churn-risk customers are automatically routed to your human CSM team with full context — no dropped balls.
How Ana works — 24-hour deployment
Hour 0–4
Connect
- Connect CRM (HubSpot/Salesforce)
- Import customer list + health data
- Configure health score thresholds
- Set up email/Slack channels
Hour 4–16
Configure
- Build onboarding sequences
- Set NPS survey cadence
- Define churn risk triggers
- Configure escalation rules to human CSM
Hour 16–24
Go Live
- Test with 5 pilot accounts
- Verify escalation flow
- Dashboard access granted
- Go-live confirmation email
Ana pricing
Subscribe to outcomes. Cancel anytime.
Starter
Up to 50 accounts · 750 tokens/mo
- Onboarding automation
- NPS surveys
- Basic health scoring
- Email sequences
- Ticket triage
Growth
Up to 250 accounts · 2,500 tokens/mo
- Everything in Starter
- Churn prediction AI
- Renewal automation
- Upsell identification
- Human CSM gate
- CRM sync (HubSpot/Salesforce)
- Slack alerts
Enterprise
Unlimited accounts · Unlimited tokens
- Everything in Growth
- Custom health score model
- Multi-product support
- Dedicated CSM engineer
- SLA guarantees
- SOC 2 compliance docs
Enterprise-grade security — built in
AES-256 encryption, tenant isolation, PII redaction, RBAC, and full audit logs. Ana handles sensitive customer data with the same security posture as your enterprise stack.
Frequently asked questions
Pricing
Subscribe to Ana
Flat monthly subscription. No per-seat fees. Cancel anytime.
Starter
750 tokens/mo
Up to 50 accounts
- Onboarding automation
- NPS surveys
- Basic health scoring
- Email sequences
- Ticket triage
Powered by Stripe · Cancel anytime
Growth
2,500 tokens/mo
Up to 250 accounts
- Everything in Starter
- Churn prediction AI
- Renewal automation
- Upsell identification
- Human CSM gate
- CRM sync (HubSpot/Salesforce)
- Slack alerts
Powered by Stripe · Cancel anytime
Enterprise
Unlimited tokens
Unlimited accounts
- Everything in Growth
- Custom health score model
- Multi-product support
- Dedicated CSM engineer
- SLA guarantees
- SOC 2 compliance docs
Powered by Stripe · Cancel anytime
Secure checkout via Stripe. After payment, Ana is deployed within 24 hours. You'll receive a dashboard link and onboarding call invite. Questions? Book a free 15-min call.
Under the hood
How Ana processes every customer signal
Six layers fire in sequence — from health monitoring to secure delivery — every single time.
How Ana Works
Every task — who does it, who gets paid
Each $599/mo/mo subscription flows through 6 layers. Onshore experts handle quality gates; offshore specialists handle volume work — all coordinated by the AI.
Onboarding Trigger
New customer signup detected — Ana fires welcome sequence and collects setup info
Health Score Monitor
AI continuously scores login frequency, feature adoption, NPS, and support tickets
CRM & Tool Sync
Health data synced to HubSpot/Salesforce; Slack alerts sent to CSM team
Churn Intervention
Score drops below threshold → automated re-engagement sequence fires
Human CSM Gate
High-value or high-risk accounts escalated to onshore CSM with full context
Security & Audit
All customer data AES-256 encrypted; full audit log written to dashboard
Team Structure — Who Performs Each Role
- •Human Expert Gate — QA & approvals
- •Client-facing calls & escalations
- •Compliance sign-off
Higher cost, higher trust. Handles sensitive decisions.
- •Document processing & data entry
- •Workflow configuration & testing
- •Monitoring & alert triage
Cost-efficient volume work. Supervised by onshore QA.
- •AI Agent reasoning & chat
- •Orchestration & automation
- •Security vault & audit logs
Runs 24/7 autonomously. No human needed for routine tasks.
Revenue Distribution — $599/mo/mo per client
| Layer | % | $/mo | Team |
|---|---|---|---|
| 🤖 AI Agent (10%) | 10% | $60 | Platform |
| ⚙️ Orchestration (25%) | 25% | $150 | Offshore |
| 🔗 CRM & Integrations (20%) | 20% | $120 | Offshore |
| 👤 Human CSM Gate (20%) | 20% | $120 | Onshore |
| 🔒 Zero-Trust Security (15%) | 15% | $90 | Platform |
| 📊 Traceability (10%) | 10% | $59 | Platform |
Delivery model
Onshore leadership. Offshore execution.
Ana is managed by a USA-based Customer Success expert — supported by a vetted offshore team that keeps costs low and speed high.
Onshore — USA
Human CSM Gate
A USA-based Customer Success Manager reviews AI outputs, handles high-value escalations, approves sensitive actions, and owns client satisfaction. 2–3 hrs/mo per client — included in your subscription.
- USA-based certified CSM
- Reviews health scores and flags
- Handles enterprise escalations
- Approves renewal and upsell actions
- Direct client contact for complex issues
Offshore — Vetted Team
Orchestration & Execution
Workflow engineering, CRM integrations, automation sequences, and platform maintenance are handled by a vetted offshore pod — monitored by the onshore CSM lead at all times.
- Vetted engineers with 3+ years CS automation experience
- Builds onboarding and churn-prevention workflows
- Manages CRM, email, and Slack integrations
- Zero unsupervised client contact
- NDA + data handling agreements in place
Ready to stop losing customers?
Start with a free assessment. Ana will be live in 24 hours.