Case Study: AgentOS achieves proactive, scalable customer communication and improved CSM productivity with CustomerSuccessBox

AgentOS uses automation to move from reactive to proactive communication with CustomerSuccessBox

AgentOS, a Cardiff-based PropTech and property CRM platform, struggled to scale customer outreach: hundreds of customers, distributed data across systems, reliance on support tickets and occasional calls made proactive, relevant engagement impossible. To address this, AgentOS implemented CustomerSuccessBox’s customer success platform—using Playbooks, Journeys, Alerts and integrations—to move from reactive support to proactive, contextual communication.

CustomerSuccessBox integrated AgentOS’s email, CRM, Zendesk, billing and product-usage data into a single source of truth, mapped key user journeys, and automated onboarding, feature-adoption and nurturing campaigns with a hybrid automation-plus-human-intervention model. The deployment removed blind spots with Alerts, automated most client communications, surfaced upsell opportunities and increased CSM productivity “manifold,” enabling AgentOS to timely touch base with its entire customer base.

AgentOS

Glyn Trott

Managing Director