01
One unified view of account health
Unify health signals from the CRM, support desk, product analytics and billing, where they already live.
Customer Success Agent
pegasus · Customer Success Agent
governed by CIP
Account health — 184 accounts renewing within 90 days
- Connected to Salesforce, HubSpot, ZendeskMerge
- 184 accounts scoredPegasus
- 158 healthy, no action neededPegasus
- policyScore transparency and explainability.CIP
- for reviewAcme Corp · $240k ARR, renews Nov 30: The champion left in July; no executive contact since.Intervention required
- for reviewGlobex · $95k ARR, renews Oct 15: Two escalations in 30 days.Intervention required
done26 of 184 sent to a person to decide
Illustrative sampleThe Pegasus impact
The Pegasus Customer Success Agent is being built to help customer success teams act before a renewal is at risk by unifying signals from CRM, ticketing and usage data into an explainable health score and recommending interventions.
Customer health data is scattered across CRM, support tickets, usage analytics, and billing. No single view of risk. Churn is reactive.
- Expected availability
- 2027
- Platforms on the same integration layer as the live agents
- 200+
- Capabilities in development
- 3
Capabilities
AI does the volume. Humans keep the judgment.
In development. These are the capabilities the agent is being built to deliver.
02
Explainable health scores
Combine signals into one score per account, with every score explained by the signals behind it.
03
Early-decline detection
Detect declines early, and receive the account context needed to decide the intervention.
Systems connected
Connected to the systems you already run.
CRM + Ticketing via Merge.
- Salesforce
- HubSpot
- Zendesk
- NetSuite
- Slack
Governance built in
Human-in-the-loop control, with every action audited.
- Score transparency and explainability
- Alert threshold configuration
- CIP audit trail
FAQ
Customer Success Agent FAQs
It is in development, expected 2027. Pilot-list members are contacted first, and the first pilots run on your own example before any commitment.
Salesforce, HubSpot, Zendesk, NetSuite, Slack and other systems through the same integration layer as the live Pegasus agents. Your CRM stays the system of record. Pegasus reads the signals and writes the score and the next action back.
Customer success managers. Pegasus scores and explains; people decide the intervention and own the relationship.
First access when pilots open, a walkthrough of the workflow on one of your own examples, and a say in which parts of the process it handles first. No commitment.
Related agents
Other agents built for sales & customer teams.
Additional resources
The workflow it is being built to run
A worked sample of the Customer Success Agent, and the pilot list for first access when pilots open.
200+ platforms through Merge
HRIS, ATS, accounting, CRM, ticketing and file storage, connected during onboarding with no custom integration build.
CIP, the control plane under every agent
Open-source governance: every action audited, every deployment versioned, every decision explainable. MIT-licensed.
Next step
Join the Customer Success Agent pilot list
No commitment. We email when pilots open, with a walkthrough on your own example.