CSNook is the AI-native customer success platform for B2B SaaS. Health scores, playbooks, onboarding and every customer conversation live in one workspace, and Nook AI reads all of it so your team knows exactly where to act next.
Your customer data is scattered across emails, meetings, chats, tickets and product events. Nook AI reads it all, connects it to the right account and turns it into briefings, risk signals and next steps.
Explore Nook AIOne click turns months of notes, emails, meetings and usage into a briefing your CSM can read in a minute: account outline, sentiment, churn risk and follow-ups. Build your own templates for QBRs, renewals or escalations.
Nook AI points to the reasons behind the risk, so you can act on the cause and skip the guesswork.
Meetings, email threads and group chats sync automatically to the company profile, ready for AI to read.
Weight signals from account data and product events. Scores refresh as customers use your product, and CSMs get an alert when an account slips.
Ask in plain language. The agent finds the answer across every account and, with your approval, creates tasks, enrolls playbooks or drafts outreach.
From the first onboarding task to the renewal conversation, every account, signal and workflow lives in one place your whole team can trust.
Open any company and see everything that matters: health, revenue, people, tasks, tickets, meetings, conversations and usage, with a full timeline of every change.
Build health scores from the signals that matter to your business. Mix account attributes like MRR with product events, give each one an impact weight and a timeframe, and let CSNook roll them into one global score.
Design playbooks on a visual canvas. Start them manually, on a schedule, or the moment an account enters a segment, then let CSNook wait, branch, assign tasks, update fields and send emails for you.
Create onboarding templates for each segment. When a company enters an onboarding stage, its tasks are assigned to the right CSM automatically, and the account moves forward on its own once every required task is done.
Build dashboards from clients, tasks and people with metric, donut, line and bar widgets. Add calculated metrics like total MRR or average ARR, and share folders with the whole team.
Sync companies and contacts from Salesforce or HubSpot, events from Segment, and conversations from Gmail, Slack, WhatsApp and Fireflies.
Define health signals, segments and lifecycle stages once. CSNook keeps every score and list up to date.
Playbooks and onboarding templates assign tasks, send emails and move accounts forward without anyone chasing.
AI summaries and reports show where to expand, who needs attention and what to say on the next call.
See health, revenue and team workload across the whole book, and spot risk before it reaches the forecast.
Start every day with a clear task list and walk into every call with an AI briefing already written.
Run repeatable onboarding with templates, milestones and automatic stage moves, so every customer starts strong from day one.
Find upsell and cross-sell moments early, and close renewals with health-based triggers and timely reminders.
We're building CSNook into an agent that works alongside your CSMs. Ask a question, get the answer with the evidence behind it, and approve the next step in one click.
Nook AI summarises every account and explains churn risk from the data you already have.
Ask Nook anything about your book of business in plain language and get answers grounded in your accounts.
The Nook Agent takes the next step for you, with your approval, and reports back when it's done.
Book a 30-minute walkthrough. We'll connect a sample of your data and show you where Nook AI would have flagged risk this quarter.