Customer teams use FunnelStory to stay ahead of risk and ship intelligence at agentic scale
The Fusion
Build Your CS Motion from the Ground Up
A flexible, 4-step framework powering the next generation of Customer Success.
Unify All Your Data
The "LEGO Block" Platform
The new style of Customer Success isn't rigid, one-size-fits-all software. It's a platform to build it yourself in a modular, LEGO block approach.
We give leaders the raw components to snap together the exact workflows, alerts, and analytics their unique business requires. Stop waiting on vendor roadmaps. Compose your ideal UI, metric tracking, and daily alerts piece by piece, adapting instantly as your strategy evolves.
Actionable Intelligence
The Intelligence Layer
FunnelStory creates a Customer Intelligence Graph from structured and unstructured data. From CRMs and product usage to emails and support tickets, all signals converge into one unified layer.
You maintain total control over what your team sees and analyzes, allowing you to precompute standardized results. This graph becomes the single source of truth that grounds your enterprise LLMs, eliminating hallucinations and ensuring total accuracy before any data reaches your Copilot.
Automate Workflows
Agentic Automation & Vibe Coding
Scale your motion by turning manual grunt work into agentic workflows. Define exactly which accounts to monitor and what actions to take using a powerful DIY workflow engine.
Write custom AI Agents simply by describing what you want them to do. With "vibe coding," you use natural language to build agents and automations that run natively on FunnelStory infrastructure, working continuously in the background while your team sleeps.
Copilot Delivery
Enterprise MCP & Copilot Delivery
We pipe your Customer Intelligence Graph directly into Claude, ChatGPT Enterprise, and other LLMs via a secure Enterprise MCP Server.
To help CSMs hit the ground running, FunnelStory provides pre-written "Skills" that load in under 5 minutes. Deliver intelligence and action access directly to where your CSMs are already working. Instantly use these skills to chat with accounts, or refine them to fit your specific playbooks.
Zero to value in minutes
Out-of-the-Box Skills: Zero to Value in 5 Mins
Adopting a new AI motion can feel daunting. FunnelStory provides a rich, open-source repository of CSM “Skills” to instantly supercharge your graph's capabilities inside your copilot.
The Instant QBR Generator
Chat with your accounts and instantly generate QBRs, account briefs, and executive summaries using FunnelStory's context inside your favorite LLM.
The Risk Spotter
Utilize always-on analysis that automatically generates ML-based health scores and temporal analysis across all accounts to catch churn before it happens.
Agentic Governance
Automate complex analysis and reporting for risk and opportunity. CS teams can refine these skills to fit their own exact business playbooks.
Proactive delivery
Intelligence Where You Work
The reality of legacy software is that users' freedom to work is limited by the vendor's ability to define and deliver UI. CS 2.0 shatters that limitation entirely.
Bring Your Own Copilot (BYOC)
Work where you already work. Your CSMs use Claude or ChatGPT to access the entirety of your customer intelligence.
Proactive Delivery
We deliver signals and needle movers directly to the tools your frontline teams use everyday.
The End of Tool Fatigue
FunnelStory runs the intelligence layer in the background; your Copilot handles the day-to-day engagement.
TECHNICAL DEEP DIVE
The Architecture of SuperIntelligence
Context Graph for Agentic AI
A context graph makes agents reliable: it grounds reasoning in shared, inspectable context. Our patent-pending graph synthesizes 4 pillars—Usage, CRM, Conversations, and Business Intel—into a single source of truth.
Mathematically Validated
Every signal is validated by rigorous math (Precision, Recall, F1 scores). Ensure your agents and automated workflows are acting on concrete facts, not LLM hallucinations or fiction.
Time-Travel Discovery
The graph maps every interaction from the very first touchpoint, building a comprehensive historical context that actually "learns" your specific business DNA over time.
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
