B2BCustomer success agent for CSMs, AMs & VPs of CS
Expansion Radar
Find the expansion your customers are already asking for.
Your customers tell you when they’re ready to grow, just never in one place. Every week, this agent reads every conversation, CRM record, usage and billing record and news item on every account, sends the CSM or AM who owns it a Slack note with the evidence, and drafts the expansion opportunity for your CRM.

Your customers are asking to grow. The asks are spread across five tools.

of new ARR at the median B2B SaaS company comes from existing customers.
From buried signals to an opportunity in Salesforce
Three steps. It reads every call, ticket, usage record and account, with no sampling, and every signal links back to its source.

Ingest
Every growth signal on the account, in one table

Analyze
Expansion type and size on every account
| Account | Usage | Est. size |
|---|---|---|
| Mid-market | 58 of 50 used | +$38K |
| Enterprise | 94% of plan | +$60K |
| Mid-market | Credits 90% used | +$15K |

Act
The owner hears first, with the opportunity drafted
@AM Example account is ready to grow: a new team came up on a call and seats are at 116% of plan.
Message sentAdd sales team, est. +$38K, with links to the evidence.
Opportunity createdDraft the outreach in Gmail, add a task in your CS platform, or update the account plan in Google Docs.
See MCP connections →Questions
What sources can it use?
Where do the results go?
Can I change when it runs?
What counts as an expansion signal?
Will it flood Salesforce with weak opportunities?
Find the expansion already sitting in your accounts.
Connect your CRM, usage, billing and conversations, pick the day it runs, and get your first list of accounts that are ready to grow, with the evidence attached.