Traction is your Customer Success agent, delivering 24/7 AI coverage across your entire book of business.

Health signals, meeting prep, follow-ups, and risk detection. The tools every CS team needs to stay ahead of every account—all in one place.

Account health alerts
Know what needs attention. Traction flags shifts in activity, tone, and engagement.

Meeting prep on autopilot
Walk into every call prepared. Get key context in one place and send a drafted follow-up right after.

A live map of your accounts
Spot risk early. Traction tracks momentum so you always know how each account is trending.

Bot-free meeting notetaker
Stay present in meetings, knowing every detail is captured. No distracting bot on your calls.
You might be wondering
Frequently Asked Questions
How is Traction different from a meeting transcription tool?
Tools like Granola or Otter capture what was said. Traction captures what it means, and then acts on it. It builds context before the call, drafts follow-ups after, and tracks sentiment over time. It’s not a recorder. It’s a relationship assistant.
Does Traction replace my CSMs?
No. Traction handles the operational work — monitoring, prep, follow-ups, CRM updates — so your CSMs can focus on the relationships that actually need a human. Your team stays in control of every action.
How long does Traction take to set up?
Minutes. Connect your email, calendar, and CRM, and Traction starts learning immediately. No data migration, no multi-week onboarding.
Will Traction work with the tools we already use?
Yes. Traction integrates with your CRM, email, calendar, and communication platforms. Everything syncs back automatically; you’re not adding a silo, you’re consolidating them.
What if the AI gets something wrong?
Every draft and action goes through you before anything happens. If something doesn’t look right, you can edit or dismiss it.
How does Traction help my team scale without adding headcount?
Traction gives every CSM 24/7 AI coverage. Admin happens automatically with human approval. Each CSM can manage more accounts without sacrificing quality.
How is Traction different from Gainsight/ChurnZero?
Traditional platforms give dashboards and expect your team to spot the patterns. Traction proactively surfaces risks and handles operational work; think of it as the layer that makes your existing stack actually work.
Will my CRM data stay up to date?
Yes. Everything syncs back automatically. No more chasing CSMs to update records.
Is our customer data safe?
Customer data is encrypted, access-controlled, and never used to train AI models.
What does onboarding look like for a full team?
Same simplicity as an individual setup. Each CSM connects their tools. Most teams are fully up and running within days, not months.
If you have more questions, feel free to contact us.



