B2BCustomer success agent for CSMs

Account Agent

Know what changed on every account, as it happens.

Give every account its own watch. Every day Rippit checks each account’s calls, tickets, CRM, usage, news and new leaders. When something matters, like a new VP or a usage drop, your CSM gets a Slack brief with what changed, why it matters and what to do next. If your CRM is connected through MCP, the notes get updated too.

Paste in your AI agent

Copy this line into ChatGPT, Claude, Gemini or your coding agent. It takes it from there.

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The problem

Some CSMs ask Claude about their accounts. Coverage can’t depend on habit.

39%

of CSMs say they need more time and less admin to own revenue.

Source: ChurnZero, 2026 CSM Confidential Report
How it works

From every change on an account to a brief your CSM can act on

Three steps. Each account gets its own agent that reads every conversation, record and update as it lands, and every line in a brief links back to its source.

Ingest

Every signal on the account, in one place

CRM
Calls
Usage + billing
People search
Web research
Anything else
Rippit

Analyze

A living record of what changed and why

One row per accountAgent adding fields…
AccountPeople + webNext step
EnterpriseNew VP startedIntro to new VP
Mid-marketRaised Series CExpansion call
Mid-marketChampion leftFind a new sponsor
6 accounts had a change worth a brief today

Act

An account brief that’s ready before every call

Slack · DM to the CSM

@CSM Example account: a new VP started, active users are down 22%, and a budget review came up on a call. Next step: get an intro to the new VP.

Message sent
CRM notes, through MCPYour CRM, connected through a custom MCP connection

Account notes updated with the new VP, the budget review and the usage trend, with links.

Notes updated
+ Any connected MCP

Email the CSM a fuller brief, update the account plan in Google Drive or Notion, or add a task in any tool you connect through MCP.

See MCP connections →
FAQ

Questions

What sources can it use?

Sales and CS calls and support tickets through Rippit’s integrations. Your CRM, usage and billing through your warehouse, the Ingest API or a CSV. Web research for news and funding, and people search for new leaders at each account. See integrations →

Where do the results go?

To Slack: a DM to the CSM with the account brief when something changes, or an email. If you connect your CRM through a custom MCP connection and turn on its write tools, it can also update notes and add contacts. See MCP connections →

Can I change when it runs?

Yes. It checks every account daily by default. You can run it hourly or switch to a weekly digest, choose which accounts it watches, and set what counts as a change worth a brief.

Will it ping my CSMs about every little thing?

No. You set the bar. Small changes roll into the account record, and only the ones that matter, like a new exec, a usage drop or a renewal date moving, trigger a brief.

Does it replace our CRM or CS platform?

No. It reads from them through your warehouse or an export. The brief lands in Slack, and if you connect your CRM through MCP, notes can be written back there.

Never walk into a customer call behind.

Connect your CRM, usage, conversations and people data, choose the accounts to watch, and get your first briefs as things change, with the evidence attached.

Paste in your AI agent

Copy this line into ChatGPT, Claude, Gemini or your coding agent. It takes it from there.

Set me up with rippit.com
Try Rippit free
or request demo