Manual onboarding took weeks, with CSM teams researching across 10+ disconnected systems. Provisioning errors, limited customer insights and capacity constraints were blocking growth — every new customer added linear manual effort.
What was in the way.
- Manual onboarding took weeks, with research across 10+ disconnected systems.
- Provisioning errors and limited customer insights were blocking growth.
- Every new customer added linear manual effort for CSM teams.
- AI contract intelligence with automated provisioning gets customers live in days.
- A Customer Cortex unifies Salesforce, product usage and support into one customer model.
- A RAG chatbot and real-time health / churn / upsell analytics cut CSM research.
The build, step by step.
- 01
Contract Intelligence
Claude-based extraction of entitlements and terms from customer contracts.
- 02
Validation Layer
Every output validated against Salesforce and ClearCo before provisioning runs.
- 03
Automated Provisioning
End-to-end setup via ClearCo APIs — 70% faster, weeks to days.
- 04
Customer 360 Model
Airbyte pipelines unify 10+ systems into one customer model.
- 05
Analytics Engine
Health scores, churn prediction and revenue signals computed continuously.
- 06
CSM Assistant
Vector-DB RAG chatbot curates insights from docs and conversations.
- AIClaudePythonContract intelligence.
- ProvisioningClearCo APIsAutomated validation and gap analysis.
- Data PlatformSalesforceAirbyteAWS
- AnalyticsPythonSQL BIHealth, churn and revenue signals.
- ChatbotRAGVector DBAssistant grounded in the unified data.
Onboarding cut from weeks to days; CSM hours redirected from data gathering to customers. ~70% reduction in customer setup time accelerates time-to-value, and ~60% less CSM research time as AI-powered insights eliminate manual data gathering across systems.
