🏅 Ranked #1 in AI solution for Customer Success, Expansion and Renewals
The customer intelligence layer for your AI copilots
FunnelStory converts scattered enterprise data into the Customer Intelligence Graph, which powers AI copilots, agents, and automations so teams can work entirely through AI copilots like Claude and ChatGPT.
- Customer Success
- Ops and Leadership
- Enterprise MCP
- AI Skills
- AI Agents
- Automations
Customer teams use FunnelStory to stay ahead of risk and ship intelligence at agentic scale
What is FunnelStory
AI is the interface. FunnelStory is the intelligence layer behind it.
Most enterprises are adopting copilots like Claude, Gemini, and ChatGPT for productivity. But these systems lack context. FunnelStory provides the missing layer — unified customer intelligence that makes AI reliable and actionable.
FunnelStory creates a Customer Intelligence Graph from structured and unstructured enterprise data, then turns that context into grounded answers, operational signals, and leadership-ready intelligence across teams.
Customer Success is often the first place teams deploy FunnelStory, because churn, adoption, expansion, and account risk are urgent and measurable. But the same intelligence layer can support Support Ops, Product Ops, Sales Ops, and leadership teams that need one source of truth across the customer journey.
How does it work?
Get, Set, Go with FunnelStory
GET
Build The Intelligence Layer
Construct your Customer Intelligence Graph from fragmented data.
The Reality: LLMs are powerful, but out-of-the-box, they know nothing about your customers.
The Solution: FunnelStory ingests your structured data (usage, revenue), unstructured data (calls, chat, notes), and third-party intelligence to build a singular Customer Intelligence Graph.
The Grounding Engine: Your graph becomes the single source of truth that grounds your enterprise LLMs, eliminating hallucinations.
Always-On Analysis: Automatically generates ML-based health scores, Next Best Actions, and temporal analysis across all accounts.
SET
The Agent & Automation Layer
The Reality: Traditionally, building AI agents and complex automations required developers or heavy reliance on the software vendor's professional services team.
The Solution: FunnelStory empowers the end-user to create powerful tools through vibe coding — using natural language to build agents and automations that run natively on FunnelStory infrastructure.
Vibe-Code Everything: Write custom AI agents and automations just by describing what you want them to do. FunnelStory translates it into working infrastructure.
Open-Source Skills: Access a rich, open-source repository of Skills to compose agents faster and reuse what works across your org.
Background Execution: Automatically generates ML-based health scores, Next Best Actions, and temporal analysis across all accounts.
GO
The UX and Copilot Layer
Bring Your Own Copilot (BYOC). Work where you already work.
The Reality: Users' freedom to work is limited by the vendor's ability to define and deliver UI.
The Solution: We pipe your Customer Intelligence Graph directly into Claude, ChatGPT Enterprise, and other LLMs.
No New UI to Learn: Your CSMs use Claude or ChatGPT to access the entirety of your customer intelligence.
Supercharged Productivity: Chat with your accounts. Instantly generate QBRs, account briefs, and executive summaries using FunnelStory's context inside your favorite LLM.
Open-Source Skills: Access a rich, open-source repository of "Skills" to get productive.
The End of Tool Fatigue: FunnelStory runs the intelligence layer in the background; your Copilot handles the day-to-day engagement.
Why FunnelStory is different
What all you can do with this?
With FunnelStory's Customer Intelligence Graph, you can derive intelligence, set up automation, take action, and run short-term or long-term AI agents in the background.
Solutions
Customer Success
Drive end to end customers success with Customer Intelligence graph, Automation, AI Agents and AI Copilots
Ops & Leadership Intelligence
Generate Leadership for OPs and Executive teams on demand, Implement AI Agents for Governance
Capabilities
The Customer Intelligence Graph
Out of the box skills for your AI Copilots for CS, Leadership Intelligence, Product teams, marketing and Support
MCP Server
Empower RevOps, CS Ops, and technical leadership with a direct API connection to the FunnelStory Customer Intelligence Graph.
AI Agents
Build and Deploy customer AI Agents for short and long term running agentic workflows. Build from UI or vibe code them from Claude
PLATFORM
Customer SuperIntelligence, built on a context graph
FunnelStory turns scattered customer signals into a Customer Intelligence Graph — then makes that intelligence usable through insights, workflows, and AI agents.
Customer Intelligence Graph
FunnelStory's core: a graph that connects accounts, contacts, interactions, product usage, outcomes, and signals across tools.
Context Graph for Agentic AI
A context graph makes agents reliable: it grounds reasoning in shared, inspectable customer context.
Intelligence Fabric
One shared intelligence layer for frontline, ops, and leadership — delivered in the right place and format.
Unified Journey
Our patent-pending graph synthesizes the 4 pillars—Usage, CRM, Conversations, and Business Intel—into a single source of truth
Time-Travel Discovery
The graph maps every interaction from the first touchpoint, building a historical context that "learns" your specific business DNA.
Mathematically Validated
Every signal is validated by rigorous math (Precision, Recall, F1 scores), ensuring your agents act on facts, not fiction.
Frequently Asked Questions
If you're evaluating FunnelStory for Customer Success, Revenue Ops, or leadership intelligence — start here.
Who is FunnelStory for?
FunnelStory is used by customer-facing and operations teams that need to understand what is happening across the customer journey. Common users include CS Ops, Support Ops, Product Ops, Sales Ops, RevOps, and leadership.
FunnelStory is used by customer-facing and operations teams that need to understand what is happening across the customer journey. Common users include CS Ops, Support Ops, Product Ops, Sales Ops, RevOps, and leadership.
Is FunnelStory just for Customer Success?
No. Customer Success is often the first team to adopt FunnelStory because churn, health, and adoption are high-priority use cases. But the same intelligence layer supports broader business questions across support, product, sales, and leadership teams.
No. Customer Success is often the first team to adopt FunnelStory because churn, health, and adoption are high-priority use cases. But the same intelligence layer supports broader business questions across support, product, sales, and leadership teams.
What makes FunnelStory different from a dashboard?
Dashboards summarize metrics. FunnelStory connects data into context, explains signals, and helps teams reason across accounts, interactions, product behavior, support history, and business events.
Dashboards summarize metrics. FunnelStory connects data into context, explains signals, and helps teams reason across accounts, interactions, product behavior, support history, and business events.
How does FunnelStory validate its signals?
FunnelStory uses mathematically validated signals and evaluates predictive performance using metrics such as precision, recall, and F1 score.
FunnelStory uses mathematically validated signals and evaluates predictive performance using metrics such as precision, recall, and F1 score.
Is FunnelStory a BI tool?
FunnelStory is an intelligence fabric for B2B customer teams. Instead of dashboards, it builds a Customer Intelligence Graph (a context graph) and delivers insights + actions to frontline teams, ops, and leadership — including via AI agents.
FunnelStory is an intelligence fabric for B2B customer teams. Instead of dashboards, it builds a Customer Intelligence Graph (a context graph) and delivers insights + actions to frontline teams, ops, and leadership — including via AI agents.
What data can FunnelStory use?
Both structured and unstructured data: CRM, product usage, billing, support tickets, call notes, emails, docs, and more. The goal is to convert this into unified, account-level context.
Both structured and unstructured data: CRM, product usage, billing, support tickets, call notes, emails, docs, and more. The goal is to convert this into unified, account-level context.
How does this reduce churn?
By surfacing risk signals early, explaining the 'why' behind health changes, and automating workflows that turn insight into action — so teams can intervene before churn becomes inevitable.
By surfacing risk signals early, explaining the 'why' behind health changes, and automating workflows that turn insight into action — so teams can intervene before churn becomes inevitable.
What's an example agent workflow?
Generating a QBR: the agent pulls cross-team data (usage, outcomes, tickets, renewals, notes), synthesizes narrative, and produces a deck + talking points — freeing CSM time.
Generating a QBR: the agent pulls cross-team data (usage, outcomes, tickets, renewals, notes), synthesizes narrative, and produces a deck + talking points — freeing CSM time.
How do we use it with Claude/Cursor?
FunnelStory's MCP server exposes the Customer Intelligence Graph so your AI tools can query customer context and execute workflows with reliable grounding.
FunnelStory's MCP server exposes the Customer Intelligence Graph so your AI tools can query customer context and execute workflows with reliable grounding.
The FS Impact
I appreciate FunnelStory's highly responsive team who took the time to understand our unique challenges and worked closely with us to address them. I also admire the solution's ability to handle our scale without issues, as we have thousands of customers and needed a solution that could manage significant volume. FunnelStory's predictive accuracy is quite impressive, achieving an 80% recall rate in retention predictability scores, which gives us the confidence to act on their insights and prioritize our success efforts effectively.
Mark P.
Customer Success Leader
Dominique Levin
CEO, Winning by Design
FunnelStory, was a standout at the recent Virtual Impact Summit as an AI built to help CSMs focus where it matters most. With Signals, teams can prioritise the right accounts and automate the rest.
I've never had this kind of visibility - FunnelStory brings together usage data, support tickets, and even call sentiment into a complete customer view. I now get leading churn indicators up to 9 months in advance. We were live in under 2 hours, and the out-of-box analytics are better than anything I've seen from SFDC or Looker.
Sandra B.
Founding LP
FunnelStory made it easy for us to track which customers were falling behind in onboarding. I like how simple it is to see progress, and I now catch risks earlier. Some default milestones were too optimistic at first, but overall it's helped us prevent churn more proactively.
Jessica C.
VP of CS, Financial
VP of Customer Success
SaaS Software Business
We were up and running quickly, and I love how FunnelStory surfaces product usage triggers for outreach. Even with a small team, we're running smarter plays and syncing cleanly with our CRM. Their support is top-notch, and they iterate on feedback fast.
Julia Prause
VP of CS, Nutrient
Huge congrats to the FunnelStory team for topping Winning by Design's "AI on the Right Side of the Bowtie" report! A major milestone - and I'm proud to be part of this journey. After 10+ years working across CRMs and CS platforms, it's exciting to finally see real AI/ML innovation in this space—long overdue. Thrilled to be driving this forward at Nutrient, where we're focused every day on creating real value for our customers.
FunnelStory helps me understand our customer journey across both sales and post-sales. Setting it up with our CRM and data warehouse was simple, and I now rely on it daily to track feature adoption and flag at-risk accounts. The team's responsiveness has been excellent—no complaints at all.
Gilad S.
Co-Founder, Descope
Pawan S.
Director of Product
We use FunnelStory to analyze free trial behavior, and it's made a real difference. I now get clear signals on where users drop off and what features drive conversion. The new Journeys feature is promising but still evolving. Still, I'd rate it a 10/10 for PLG teams.
Somer S
Support Operations Manager
I spend most of my time looking up data to see how I can fill in gaps for our customers based on their pain points. FunnelStory has been extremely helpful for this, as I can get a quick 'heads up' of issues they've had in the Topics view, and right there as well I can get a quick Sentiment analysis. Account Notes provide an excellent, quick summary reference for a snapshot of both recent and historical transactions.
Arleen A.
Customer Success Operations Specialist
FunnelStory provides a centralized view of our entire customer portfolio, making it easy for our CS leadership team to stay ahead of risk and growth signals without toggling between tools. The UI is intuitive and easy to use, which made onboarding simple and quick for our team.
Bill W.
Head of CS Ops & Support
FunnelStory's team is incredibly smart, efficient and responsive. It has been an absolute pleasure working with them. I appreciate the platform's ability to ingest all kinds of signals and incorporate them into meaningful and actionable insights. As we scale our business, maintaining close knowledge about all the intricacies of each account becomes more and more challenging.
I appreciate FunnelStory's highly responsive team who took the time to understand our unique challenges and worked closely with us to address them. I also admire the solution's ability to handle our scale without issues, as we have thousands of customers and needed a solution that could manage significant volume. FunnelStory's predictive accuracy is quite impressive, achieving an 80% recall rate in retention predictability scores, which gives us the confidence to act on their insights and prioritize our success efforts effectively.
Mark P.
Customer Success Leader
Dominique Levin
CEO, Winning by Design
FunnelStory, was a standout at the recent Virtual Impact Summit as an AI built to help CSMs focus where it matters most. With Signals, teams can prioritise the right accounts and automate the rest.
I've never had this kind of visibility - FunnelStory brings together usage data, support tickets, and even call sentiment into a complete customer view. I now get leading churn indicators up to 9 months in advance. We were live in under 2 hours, and the out-of-box analytics are better than anything I've seen from SFDC or Looker.
Sandra B.
Founding LP
FunnelStory made it easy for us to track which customers were falling behind in onboarding. I like how simple it is to see progress, and I now catch risks earlier. Some default milestones were too optimistic at first, but overall it's helped us prevent churn more proactively.
Jessica C.
VP of CS, Financial
VP of Customer Success
SaaS Software Business
We were up and running quickly, and I love how FunnelStory surfaces product usage triggers for outreach. Even with a small team, we're running smarter plays and syncing cleanly with our CRM. Their support is top-notch, and they iterate on feedback fast.
Julia Prause
VP of CS, Nutrient
Huge congrats to the FunnelStory team for topping Winning by Design's "AI on the Right Side of the Bowtie" report! A major milestone - and I'm proud to be part of this journey. After 10+ years working across CRMs and CS platforms, it's exciting to finally see real AI/ML innovation in this space—long overdue. Thrilled to be driving this forward at Nutrient, where we're focused every day on creating real value for our customers.
FunnelStory helps me understand our customer journey across both sales and post-sales. Setting it up with our CRM and data warehouse was simple, and I now rely on it daily to track feature adoption and flag at-risk accounts. The team's responsiveness has been excellent—no complaints at all.
Gilad S.
Co-Founder, Descope
Pawan S.
Director of Product
We use FunnelStory to analyze free trial behavior, and it's made a real difference. I now get clear signals on where users drop off and what features drive conversion. The new Journeys feature is promising but still evolving. Still, I'd rate it a 10/10 for PLG teams.
Somer S
Support Operations Manager
I spend most of my time looking up data to see how I can fill in gaps for our customers based on their pain points. FunnelStory has been extremely helpful for this, as I can get a quick 'heads up' of issues they've had in the Topics view, and right there as well I can get a quick Sentiment analysis. Account Notes provide an excellent, quick summary reference for a snapshot of both recent and historical transactions.
Arleen A.
Customer Success Operations Specialist
FunnelStory provides a centralized view of our entire customer portfolio, making it easy for our CS leadership team to stay ahead of risk and growth signals without toggling between tools. The UI is intuitive and easy to use, which made onboarding simple and quick for our team.
Bill W.
Head of CS Ops & Support
FunnelStory's team is incredibly smart, efficient and responsive. It has been an absolute pleasure working with them. I appreciate the platform's ability to ingest all kinds of signals and incorporate them into meaningful and actionable insights. As we scale our business, maintaining close knowledge about all the intricacies of each account becomes more and more challenging.
I appreciate FunnelStory's highly responsive team who took the time to understand our unique challenges and worked closely with us to address them. I also admire the solution's ability to handle our scale without issues, as we have thousands of customers and needed a solution that could manage significant volume. FunnelStory's predictive accuracy is quite impressive, achieving an 80% recall rate in retention predictability scores, which gives us the confidence to act on their insights and prioritize our success efforts effectively.
Mark P.
Customer Success Leader
Dominique Levin
CEO, Winning by Design
FunnelStory, was a standout at the recent Virtual Impact Summit as an AI built to help CSMs focus where it matters most. With Signals, teams can prioritise the right accounts and automate the rest.
I've never had this kind of visibility - FunnelStory brings together usage data, support tickets, and even call sentiment into a complete customer view. I now get leading churn indicators up to 9 months in advance. We were live in under 2 hours, and the out-of-box analytics are better than anything I've seen from SFDC or Looker.
Sandra B.
Founding LP
FunnelStory made it easy for us to track which customers were falling behind in onboarding. I like how simple it is to see progress, and I now catch risks earlier. Some default milestones were too optimistic at first, but overall it's helped us prevent churn more proactively.
Jessica C.
VP of CS, Financial
VP of Customer Success
SaaS Software Business
We were up and running quickly, and I love how FunnelStory surfaces product usage triggers for outreach. Even with a small team, we're running smarter plays and syncing cleanly with our CRM. Their support is top-notch, and they iterate on feedback fast.
Julia Prause
VP of CS, Nutrient
Huge congrats to the FunnelStory team for topping Winning by Design's "AI on the Right Side of the Bowtie" report! A major milestone - and I'm proud to be part of this journey. After 10+ years working across CRMs and CS platforms, it's exciting to finally see real AI/ML innovation in this space—long overdue. Thrilled to be driving this forward at Nutrient, where we're focused every day on creating real value for our customers.
FunnelStory helps me understand our customer journey across both sales and post-sales. Setting it up with our CRM and data warehouse was simple, and I now rely on it daily to track feature adoption and flag at-risk accounts. The team's responsiveness has been excellent—no complaints at all.
Gilad S.
Co-Founder, Descope
Pawan S.
Director of Product
We use FunnelStory to analyze free trial behavior, and it's made a real difference. I now get clear signals on where users drop off and what features drive conversion. The new Journeys feature is promising but still evolving. Still, I'd rate it a 10/10 for PLG teams.
Somer S
Support Operations Manager
I spend most of my time looking up data to see how I can fill in gaps for our customers based on their pain points. FunnelStory has been extremely helpful for this, as I can get a quick 'heads up' of issues they've had in the Topics view, and right there as well I can get a quick Sentiment analysis. Account Notes provide an excellent, quick summary reference for a snapshot of both recent and historical transactions.
Arleen A.
Customer Success Operations Specialist
FunnelStory provides a centralized view of our entire customer portfolio, making it easy for our CS leadership team to stay ahead of risk and growth signals without toggling between tools. The UI is intuitive and easy to use, which made onboarding simple and quick for our team.
Bill W.
Head of CS Ops & Support
FunnelStory's team is incredibly smart, efficient and responsive. It has been an absolute pleasure working with them. I appreciate the platform's ability to ingest all kinds of signals and incorporate them into meaningful and actionable insights. As we scale our business, maintaining close knowledge about all the intricacies of each account becomes more and more challenging.
I appreciate FunnelStory's highly responsive team who took the time to understand our unique challenges and worked closely with us to address them. I also admire the solution's ability to handle our scale without issues, as we have thousands of customers and needed a solution that could manage significant volume. FunnelStory's predictive accuracy is quite impressive, achieving an 80% recall rate in retention predictability scores, which gives us the confidence to act on their insights and prioritize our success efforts effectively.
Mark P.
Customer Success Leader
Dominique Levin
CEO, Winning by Design
FunnelStory, was a standout at the recent Virtual Impact Summit as an AI built to help CSMs focus where it matters most. With Signals, teams can prioritise the right accounts and automate the rest.
I've never had this kind of visibility - FunnelStory brings together usage data, support tickets, and even call sentiment into a complete customer view. I now get leading churn indicators up to 9 months in advance. We were live in under 2 hours, and the out-of-box analytics are better than anything I've seen from SFDC or Looker.
Sandra B.
Founding LP
FunnelStory made it easy for us to track which customers were falling behind in onboarding. I like how simple it is to see progress, and I now catch risks earlier. Some default milestones were too optimistic at first, but overall it's helped us prevent churn more proactively.
Jessica C.
VP of CS, Financial
VP of Customer Success
SaaS Software Business
We were up and running quickly, and I love how FunnelStory surfaces product usage triggers for outreach. Even with a small team, we're running smarter plays and syncing cleanly with our CRM. Their support is top-notch, and they iterate on feedback fast.
Julia Prause
VP of CS, Nutrient
Huge congrats to the FunnelStory team for topping Winning by Design's "AI on the Right Side of the Bowtie" report! A major milestone - and I'm proud to be part of this journey. After 10+ years working across CRMs and CS platforms, it's exciting to finally see real AI/ML innovation in this space—long overdue. Thrilled to be driving this forward at Nutrient, where we're focused every day on creating real value for our customers.
FunnelStory helps me understand our customer journey across both sales and post-sales. Setting it up with our CRM and data warehouse was simple, and I now rely on it daily to track feature adoption and flag at-risk accounts. The team's responsiveness has been excellent—no complaints at all.
Gilad S.
Co-Founder, Descope
Pawan S.
Director of Product
We use FunnelStory to analyze free trial behavior, and it's made a real difference. I now get clear signals on where users drop off and what features drive conversion. The new Journeys feature is promising but still evolving. Still, I'd rate it a 10/10 for PLG teams.
Somer S
Support Operations Manager
I spend most of my time looking up data to see how I can fill in gaps for our customers based on their pain points. FunnelStory has been extremely helpful for this, as I can get a quick 'heads up' of issues they've had in the Topics view, and right there as well I can get a quick Sentiment analysis. Account Notes provide an excellent, quick summary reference for a snapshot of both recent and historical transactions.
Arleen A.
Customer Success Operations Specialist
FunnelStory provides a centralized view of our entire customer portfolio, making it easy for our CS leadership team to stay ahead of risk and growth signals without toggling between tools. The UI is intuitive and easy to use, which made onboarding simple and quick for our team.
Bill W.
Head of CS Ops & Support
FunnelStory's team is incredibly smart, efficient and responsive. It has been an absolute pleasure working with them. I appreciate the platform's ability to ingest all kinds of signals and incorporate them into meaningful and actionable insights. As we scale our business, maintaining close knowledge about all the intricacies of each account becomes more and more challenging.
Ranked as "Top AI solution for Post-Sales"
FunnelStory proudly announces its placement in the "Autonomous" stage of Winning by Design's research brief, "AI on the Right Side of the Bowtie: Unlocking Expansion Revenue Using AI"
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