Description
Cast AI Agents revolutionize customer success by automating key functions to grow and preserve revenue. The platform empowers businesses to drive onboarding, increase usage, and boost adoption rates, directly impacting customer lifetime value. By proactively engaging with every user and decision-maker at each customer account, Cast minimizes account and revenue churn, ensuring customer retention and fostering loyalty.
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This AI-driven solution influences renewals and revenue expansion opportunities by providing personalized engagement and insights. It also streamlines the process of generating referrals from satisfied customers, turning promoters into advocates. Cast enables businesses to scale their customer success efforts without proportionally increasing headcount, breaking the cycle where more accounts necessitate more Customer Success Managers (CSMs).
Cast AI Agents act as customer-facing AI representatives, bringing the discipline of self-service support to customer success. They can create and present AI-Presented Business Reviews at scale for customers, partners, and internal leadership. The 'Ask AI-Presenter Anything' feature provides grounded answers by drawing information not just from knowledge bases, but also from CRM, customer success platforms, support tickets, and product data.
The platform offers lifecycle AI agents for onboarding, adoption, retention, expansion, and feedback, all orchestrated on autopilot. These agents are grounded in all your data, informed by extensive analysis of customer success conversations. Cast injects relevant context and content at runtime, minimizing traditional RAG latency. Customer data is never used to train the AI models. Experiences can be embedded directly into web apps, mobile apps, portals, or dashboards with minimal code, and delivered via email, in-app chat, or inbox, supporting 17 spoken languages.
- CategoryCustomer Success & Onboarding
- Pricing ModelContact sales
- DeploymentCloud
- PlatformsWeb
Cast AI Agents's Core Features
Automates customer success functions
Drives onboarding, usage, and adoption
Minimizes account and revenue churn
Influences renewals and revenue expansion
Streamlines referral generation
Enables scaling without increasing headcount
Provides AI-Presented Business Reviews at scale
Offers 'Ask AI-Presenter Anything' for grounded answers
Supports lifecycle AI agents for onboarding, retention, and expansion
Integrates with CRM, CS, support, and product data
Delivers personalized AI presenter experiences
Includes AI Presenter Voice Q&A
Provides Full Lifecycle Agents
Offers Feedback Intelligence
Features Renewal Intelligence
Includes Revenue Growth Agents
Supports In-App & Inbox Delivery
Available in 17 spoken languages
How to use Cast AI Agents?
Configure AI Agents: Integrate Cast with your existing data sources (CRM, CS platforms, product data).
Define Customer Journeys: Set up automated playbooks for onboarding, adoption, and retention.
Embed Experiences: Deploy AI presenters and agents within your web app, mobile app, or portal.
Engage Stakeholders: Utilize in-app chat and email delivery to reach users and decision-makers.
Monitor Performance: Track key metrics for churn reduction, revenue growth, and customer engagement.
Optimize Interactions: Refine agent responses and presentation content based on customer feedback and data.
Cast AI Agents's Use Cases
- Automated Onboarding
- Proactive Churn Prevention
- Revenue Expansion
- Personalized Business Reviews
- Self-Service Support
- Adoption Driving
- Referral Generation
- Renewal Management








