Agency: Customer Success Agents

Description

Agency offers a comprehensive solution for customer success teams, providing agents that utilize Playbooks to achieve consistent results across your entire book of business. Unlike traditional approaches that focus only on top strategic accounts, Agency ensures that every customer interaction is optimized for success. The platform is designed with security and data privacy at its core, employing world-class safeguards to protect client data. Agency does not use customer data to train models, ensuring that your information remains confidential and secure. The platform is built on a foundation of trust, with contractual commitments aligned with leading security standards such as SOC 2, ISO 27001, and GDPR.

Agency's infrastructure is hosted on AWS in the United States, providing a reliable and secure environment for data processing. The company conducts regular security audits and vulnerability assessments to maintain the integrity of its systems. With a focus on customer trust, Agency continuously monitors its platform and adapts to changing risks to ensure the highest level of security.

As of August 2026, Agency has been acquired by Klaviyo, with plans to wind down operations by the end of the month. The team will join Klaviyo to continue building AI products, with a commitment to making the transition as smooth as possible for existing customers. Despite the changes, Agency remains dedicated to providing exceptional customer success solutions and maintaining the trust of its clients.

Agency: Customer Success Agents's Core Features

• Customer success Playbooks

• Data privacy and security

• No model training on customer data

• SOC 2 and ISO 27001 compliance

• AWS hosting in the US

• Continuous security monitoring

• Contractual data protection commitments

• Zero data retention by model providers

How to use Agency: Customer Success Agents?

1. 1

   Configure: Set up Playbooks for customer success

2. 2

   Use: Deploy agents across your business

3. 3

   Optimize: Monitor and adjust strategies for better results

4. 4

   Secure: Ensure data protection and privacy compliance

Agency: Customer Success Agents's Use Cases

• Customer Engagement
• Data Security
• Performance Monitoring
• Compliance Assurance
• Business Optimization

FAQ from Agency: Customer Success Agents

• How does Agency ensure data privacy?

  Agency encrypts data at rest and in transit, and enforces strong access controls. It does not use customer data for model training.

• What security standards does Agency comply with?

  Agency complies with SOC 2, ISO 27001, and GDPR standards, ensuring high levels of data protection.

• Where is Agency's data hosted?

  Agency hosts its data in AWS cloud environments located in the United States.

• Does Agency train models on customer data?

  No, Agency does not use customer data to train models, ensuring data privacy.

• What happens to my data after the acquisition by Klaviyo?

  Agency is committed to a smooth transition and will communicate directly with customers about data handling.

• How does Agency protect against vulnerabilities?

  Agency conducts automated vulnerability scans and annual third-party penetration tests to maintain security.

• What is Agency's approach to customer trust?

  Customer trust is central to Agency's operations, with strong safeguards and continuous monitoring to protect data.

• What are Agency's contractual commitments?

  Agency's contracts include enforceable commitments for data protection, access, and incident response.