Deploy autonomous or human-in-the-loop AI agents that execute complex workflows at scale, grounded in the mathematically validated Customer Intelligence Graph.
→ Scheduling workflow: renewal_watchdog
“Create a workflow that checks for renewals in 90 days, drafts a QBR, and alerts the rep.”
I've built that Agentic Workflow via FunnelStory. It is now deployed and will trigger automatically.
Customer teams use FunnelStory to stay ahead of risk and ship intelligence at agentic scale
FunnelStory's infrastructure supports both short-burst workflows and persistent background agents to handle your most complex operational needs.
Trigger-based, multi-step automated processes for immediate execution.
“For every account with a renewal approaching in the next three months, generate a comprehensive health report, log it into the CRM, and proactively notify the assigned account representative.”
Persistent, background agents that continuously monitor your environment.
“Continuously monitor the Customer Intelligence Graph for critical needle movers. Automatically execute actions and interact back-and-forth with internal teams or customers until the issue is fully resolved.”
Build Your Way
Deploying AI agents shouldn't require heavy engineering resources. FunnelStory offers two seamless deployment paths tailored to how you prefer to work.
Use our intuitive visual builder to design workflows where AI agents occupy one or multiple steps of a larger process. Connect triggers to outcomes with a drag-and-drop canvas.
Describe your goal using natural language directly within AI Copilots like Claude or ChatGPT. FunnelStory automatically translates your prompt into working infrastructure, deploys it, and monitors the output.

Reliable AI Agents require reliable intelligence. Because our agents run on the Customer Intelligence Graph, they act on facts, not fiction.
SOC2 Type II & ISO27001 Compliant
Every signal feeding your agents is validated by rigorous math, including Precision, Recall, and F1 scores, eliminating AI hallucinations.
Run agents fully autonomously, or configure "human-in-the-loop" approval gates before they execute critical actions.
Enterprise security built in from day one. Your customer data stays protected with industry-leading compliance certifications.
Every agent action is logged with full traceability. Know exactly what each agent did, when, and why — for compliance and peace of mind.
Skills and Frameworks
Don't start from scratch. Tap into our ecosystem to rapidly deploy use-case-specific agents or bring your own orchestration tools.
Access a rich repository of pre-built, open-source “Skills”. Instantly supercharge your infrastructure and invoke ready-made AI agents from day one.
Use FunnelStory's internal AI agent harness, or easily connect and orchestrate workflows via 3rd-party AI agent frameworks.
Ensured Data Security
We've taken the extra steps to ensure your data is safe. Our platform offers Role-Based Access Control and detailed Audit Logging, ensuring your data is protected and monitored at all times


