AI Customer Success Manager
aka “Customer Success Manager” in the catalog
Recovery email drafted the moment a payment fails, each cancellation explained as it lands, new customers welcomed on signup, support mail answered from your docs. Fridays: a client-ready customer report.
- Category
- Support, Operations
- Scheduled tasks
- 7daily, weekly
- Runtime
- Hermes
- Works with
- ZendeskIntercomGmailStripePostHogHubSpotGoogle SheetsSentryLinearSlack
- Hosting
- Fully managed, always on
- Weekly Customer ReportWeekly on Friday at 16:00
- Morning Customer DeskWeekdays at 09:00
- Support Ticket SweepDaily
- Failed Payment SweepDaily
- Account Health SweepWeekdays at 08:15
- Onboarding SweepWeekdays
- Churn AutopsyWeekdays at 07:35
- Mon
- 07:35Churn Autopsy
- 08:15Account Health Sweep
- 09:00Morning Customer Desk
- Tue
- 07:35Churn Autopsy
- 08:15Account Health Sweep
- 09:00Morning Customer Desk
- Wed
- 07:35Churn Autopsy
- 08:15Account Health Sweep
- 09:00Morning Customer Desk
- Thu
- 07:35Churn Autopsy
- 08:15Account Health Sweep
- 09:00Morning Customer Desk
- Fri
- 07:35Churn Autopsy
- 08:15Account Health Sweep
- 09:00Morning Customer Desk
- 16:00Weekly Customer Report
The moment it happens.
The AI Customer Success Manager does not wait for its next scheduled check. Connect a trigger and it starts the second the event arrives. Until you do, its schedule covers the same work.
Stripe webhook
When: Payment failed
Recovery email drafted the moment a payment fails, tone matched to the attempt
Stripe webhook
When: Subscription cancelled
Cancellation explained, exit survey and win back drafted while the account is saveable
Stripe webhook
When: Subscription created
Welcome and first onboarding request drafted the moment a new customer subscribes
Email to the agent's inbox
When: Email received
Support email triaged and a reply drafted from your own docs the moment it arrives
How the AI Customer Success Manager works
Every run reads from the tools you connect, works through its brief, and keeps what it learns in a persistent workspace, so context carries forward instead of starting from scratch.
Connect the ones you use. It works with what it has.
- Weekly Customer ReportWeekly on Friday at 16:00
- Morning Customer DeskWeekdays at 09:00
- Support Ticket SweepDaily
- Failed Payment SweepDaily
- Account Health SweepWeekdays at 08:15
- Onboarding SweepWeekdays
- Churn AutopsyWeekdays at 07:35
Keeps in its workspace
- Who the owner is: business, how customers pay, timezone, quiet hours, delivery channel, duties that matter most
- Business or agency mode, client and report reader, sign-off, tone, and how the weekly report is delivered
- The client access checklist: per duty, what to ask for, the connection, least-privilege scope, and what it unlocks
- Where the answers live, severity levels, the escalation rule, and the customer-facing voice
- At-risk signals and thresholds, activation milestones, account baselines, and who never to auto-contact
- The onboarding checklist template, who owes each item, chase windows, cadence, and the welcome
A report after each run
Sent to your Slack, Telegram, or another channel you connect.
Drafts that wait for you
Anything that leaves your business is written for your approval, not sent on its own.
Answers in chat
Ask it about its work any time from the agent's chat in your dashboard.
The AI Customer Success Manager, on autopilot
Each task runs on its own schedule in a managed environment. Adjust any of them, or add your own.
Task 01Weekly on Friday at 16:00
Weekly Customer Report
Write the client-ready weekly customer report. Read ~/workspace/BRAND.md (mode, reader, sign-off, tone), ~/workspace/OWNER.md, this ISO week's ledger ~/ledger/YYYY-Www.md, and the week's duty outputs: ~/reports/desk/…
Once a week
Task 02Weekdays at 09:00
Morning Customer Desk
Compile the morning desk, the one daily message. Read today's ~/reports/success/ and ~/reports/churn/ files, ~/state/onboardings/*.json, open drafts under ~/drafts/ not yet presented (track in ~/state/desk.json)…
About 5 runs a week
Task 03Daily
Support Ticket Sweep
Sweep the connected support channel (Zendesk, Intercom, or the Gmail support mailbox) for tickets new or newly replied to since ~/state/tickets.json; update that file with each ticket's arrival and draft times…
About 7 runs a week
Task 04Daily
Failed Payment Sweep
Read Stripe (read-only) for anything new since ~/state/payments-seen.json: failed charges, renewals that just failed, cards expiring in the next 7 days, and previously failed invoices now paid. Update that file…
About 7 runs a week
Task 05Weekdays at 08:15
Account Health Sweep
Score active customers against ~/workspace/HEALTH.md: no login, usage drop, failed payment, downgrade, support friction, and new customers stalled before an activation milestone. Use PostHog…
About 5 runs a week
Task 06Weekdays
Onboarding Sweep
Check the new-customer signal (HubSpot deal entering the onboarding stage, a new row in the clients sheet, or a customer the owner named in chat, recorded in memory) since your last sweep…
About 5 runs a week
Task 07Weekdays at 07:35
Churn Autopsy
Read Stripe for cancellations and downgrades since ~/state/churn-seen.json and update it. That file is keyed by subscription id (a downgrade adds :downgrade…
About 5 runs a week
What it delivers
Each run ends with a message in your channel. Here is the brief the AI Customer Success Manager's first task works from.
AI Customer Success ManagerAGENTWeekly on Friday at 16:00
Weekly Customer Reportcompleted
The brief: Write the client-ready weekly customer report. Read ~/workspace/BRAND.md (mode, reader, sign-off, tone), ~/workspace/OWNER.md, this ISO week's ledger ~/ledger/YYYY-Www.md, and the week's duty outputs: ~/reports/desk/…
Deploy this template and Qoren provisions a dedicated, managed cloud environment: no Docker, VPS, or server upkeep. Tailor the persona, schedules, and tools, use the managed model key or bring your own, and the agent stays online with activity, usage, and spend in one dashboard.
How deployment worksSee pricing
Product names and logos are trademarks of their respective owners, shown here to indicate what this template connects to.
Sell the Customer Success Manager to your clients
Run one Customer Success Manager per client, each in its own isolated environment, and bill it as a monthly retainer.
- A sample week before the sale. Give it a prospect's website and it builds a sample week of its work from public information, ready to attach to your pitch.
- A weekly report under your name. It opens with the counts your client can check, written as your agency, and comes to you to forward.
- A client access checklist. Exactly which logins to ask the client for, and what each one unlocks.
- Hosting from $19 a month per client. A dedicated environment for one agent, plus model usage, which depends on volume. On the agency plans, each client's cost shows on its own line.
AI Customer Success Manager template questions
What does the AI Customer Success Manager template do?
Recovery email drafted the moment a payment fails, each cancellation explained as it lands, new customers welcomed on signup, support mail answered from your docs. Fridays: a client-ready customer report. It runs 7 scheduled tasks on a managed cloud environment.
Which runtime does the AI Customer Success Manager use?
It runs on the Hermes runtime in a dedicated cloud environment that Qoren provisions and keeps online for you.
How often does the AI Customer Success Manager run?
On a schedule you control. Out of the box it runs weekly on friday at 16:00, weekdays at 09:00, daily, weekdays at 08:15, weekdays, weekdays at 07:35. You can change the cadence, or trigger it on demand. It also reacts the moment something happens: payment failed, subscription cancelled, subscription created, email received, once you connect those triggers.
Will the AI Customer Success Manager do things without my approval?
No. It drafts and prepares the work, and you stay in control of anything that leaves your business. A reply, an invoice reminder, or a public post is written for your approval, not sent on its own.
Can an agency resell the Customer Success Manager to its clients?
Yes. Deploy one Customer Success Manager per client, each in that client's own isolated environment with its own keys. It ships with a client access checklist and writes a weekly report under your agency's name, ready for you to forward. Nothing goes to your client without your approval.
Does the Customer Success Manager need every tool connected?
No. Each duty starts when its tool is connected and stays silent until then. Give it a website and it builds a sample week from public information alone, before you connect anything.
What do I need to connect before it works?
Start from the template and connect the tools it needs, then set a model key: use the managed key included with your plan, or bring your own on any plan. The AI Customer Success Manager runs on the Hermes runtime.
5 duties, one agent.
Each duty is also a specialist template that deploys on its own.
Explore use cases- Support
Customer Support Ticket Agent
aka “Support Inbox”
Support tickets answered from your own docs, escalations arrive pre-investigated, trends reported weekly
Reacts toEmail receivedTicket createdEvery 20 minutes+1 more
+1Works with Zendesk, Intercom, Gmail, Slack, Linear, Sentry.2 tasks - Finance
Failed Payment Recovery Agent
aka “Payment Rescuer”
Failed payments caught the moment they fail, recovery emails drafted, recovered revenue reported to the cent. Involuntary churn stops being invisible.
Reacts toPayment failedDaily+1 more
Works with Stripe, Gmail, Slack, HubSpot.2 tasks - Support
Customer Health Monitoring Agent
aka “Success Watch”
Keeps your customers from quietly leaving. Watches usage and payment signals, flags accounts going cold before they churn, and drafts the right check-in or onboarding nudge for your approval.
Reacts toPayment failedWeekdays at 09:00+1 more
Works with PostHog, Stripe, HubSpot, Gmail, Slack.2 tasks - Support
Churn Analysis Agent
aka “Churn Autopsy”
Every cancellation gets an autopsy. The account's whole story assembled, an exit survey and win-back drafted, and the monthly pattern of why people really leave.
Reacts toSubscription cancelledWeekdays at 08:00+1 more
Works with Stripe, PostHog, HubSpot, Gmail, Slack.2 tasks - Operations
Client Onboarding Agent
aka “Client Onboarder”
Chases assets, access, and answers until the checklist is done. New clients welcomed the moment they land, nudges drafted, the owner told only what needs them.
Reacts toCheckout completedContract signed+1Every 30 minutes on weekdays, 08:00 to 18:00+1 more
Works with Gmail, HubSpot, Google Sheets, Notion, Slack.2 tasks
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