Awarded as the top customer success solution by Winning by Design - 2025

Platform Capability

Scale Operations with ReliableAI Agents

Deploy autonomous or human-in-the-loop AI agents that execute complex workflows at scale, grounded in the mathematically validated Customer Intelligence Graph.

Background.Agent

→ Scheduling workflow: renewal_watchdog

Claude Copilot

“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.

Workflow Active

Customer teams use FunnelStory to stay ahead of risk and ship intelligence at agentic scale

Why FunnelStory is the solution

Intelligence that Takes Action

FunnelStory's infrastructure supports both short-burst workflows and persistent background agents to handle your most complex operational needs.

Agentic Workflows

Trigger-based, multi-step automated processes for immediate execution.

Example Use Case

“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.”

Long-Running Agents

Persistent, background agents that continuously monitor your environment.

Example Use Case

“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

Build Your Way: UI Builder or Vibe Coding

Deploying AI agents shouldn't require heavy engineering resources. FunnelStory offers two seamless deployment paths tailored to how you prefer to work.

Agentic Workflow UX

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.

Vibe Coding via Copilots

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.

FunnelStory vibe coding interface

Enterprise-Grade Reliability for Autonomous Action

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

Mathematically Validated

Every signal feeding your agents is validated by rigorous math, including Precision, Recall, and F1 scores, eliminating AI hallucinations.

Flexible Autonomy

Run agents fully autonomously, or configure "human-in-the-loop" approval gates before they execute critical actions.

SOC2 & ISO27001 Compliant

Enterprise security built in from day one. Your customer data stays protected with industry-leading compliance certifications.

Audit Trails

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

Deploy Faster with 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.

Open-Source Skills Library

Access a rich repository of pre-built, open-source “Skills”. Instantly supercharge your infrastructure and invoke ready-made AI agents from day one.

  • Pre-configured Churn Risk identifiers
  • Expansion & Upsell opportunity spotters
  • Executive Sponsor tracking agents

3rd-Party Orchestration

Use FunnelStory's internal AI agent harness, or easily connect and orchestrate workflows via 3rd-party AI agent frameworks.

Compatible with:
ClaudeChatGPTCustom API

Ensured Data Security

Security built for the Enterprise

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

SOC 2 Type IIGDPRISO

Ready to Transform Your Post-Sales?

Unlock the power of your customer data with AI-native Super­Intelligence