Proactive Customer

Proactive Customer

Proactive Customer

Success, Powered

Success, Powered

Success, Powered

by Predictive Signals

by Predictive Signals

by Predictive Signals

Rupert, the CS AI Agent, keeps CSMs ahead of retention risks and expansion opportunities for each of their accounts. Capitalize on accurate, predictive signals that trigger workflows for the next-best action, at the perfect time.

Rupert, the CS AI Agent, keeps CSMs ahead of retention risks and expansion opportunities for each of their accounts. Capitalize on accurate, predictive signals that trigger workflows for the next-best action, at the perfect time.

Rupert, the CS AI Agent, keeps CSMs ahead of retention risks and expansion opportunities for each of their accounts. Capitalize on accurate, predictive signals that trigger workflows for the next-best action, at the perfect time.

Powering proactive CS teams at leading SaaS companies

PROBLEM

Traditional customer success tools leave you flying blind.

Traditional customer success tools leave you flying blind.

Let's fix that.

Let's fix that.

OLD WAY

Reactive and relying on guesswork

Reactive and relying on guesswork

THE RUPERT WAY

Real-time signals and proactive action

Real-time signals and proactive action

Health scores are lagging, too high level, and hard to trust.

Periodic check-ins (QBRs) are too few and far between and require extracting insights from accounts to be helpful.

Without the right guidance for what action they should take, CSMs are taking suboptimal actions, at the wrong time, based on gut feel.

Accounts slip away, and expansion opportunities go unnoticed.

Accounts slip away, and expansion opportunities go unnoticed.

Accounts slip away, and expansion opportunities go unnoticed.

Accounts slip away, and expansion opportunities go unnoticed.

Perfectly timed proactivity requires accurate, granular predictions, delivered in real time.

Predictive signals for developing churn risks and upsell opportunities, based on objective data, catered with detailed context that uncovers the root cause of the situation.

Proactive actions that are statistically correlated with situation-specific success, triggered and automated at the optimal time, ensuring activation, retention, and expansion.

Rupert helps retain more accounts and increase NRR at scale–with less effort and headcount.

Rupert helps retain more accounts and increase NRR at scale–with less effort and headcount.

Rupert helps retain more accounts and increase NRR at scale–with less effort and headcount.

Rupert helps retain more accounts and increase NRR at scale–with less effort and headcount.

THE RUPERT WAY

Real-time signals and proactive action

HOW IT WORKS

HOW IT WORKS

AI-powered proactivity

AI-powered proactivity

in 5 simple steps

in 5 simple steps

01

Rupert creates your unique knowledge graph in minutes

Rupert autonomously learns your features, usage and behavior, personas, pricing, and what users say about you online, building your organization’s unique foundation for uncovering what drives your success, powering smarter predictions and impactful actions.

02

Know the accounts that need you now—
with 10x more precision

Instantly get a snapshot of your top accounts at risk of churn or ripe for an upsell that need urgent attention, deduced from statistical analysis of user behavior, sentiment, and structural changes.


Scroll through the most accurate signals and corresponding workflows for next-best actions to subscribe to for your CSMs to stay ahead and intervene when it matters most.

Instantly get a snapshot of your top accounts at risk of churn or ripe for an upsell that need urgent attention, deduced from statistical analysis of user behavior, sentiment, and structural changes.


Scroll through the most accurate signals and corresponding workflows for next-best actions to subscribe to for your CSMs to stay ahead and intervene when it matters most.

03

CSMs get real-time, predictive signals

Covering 10s to 1000s of accounts, your CSMs can’t be on top of every significant situation with your accounts. That’s no longer a problem. Over a Slack message or email, in your CSP or CRM, Rupert delivers personalized, context-rich signals directly to your CSMs for each account that they cover.

Covering 10s to 1000s of accounts, your CSMs can’t be on top of every significant situation with your accounts. That’s no longer a problem. Over a Slack message or email, in your CSP or CRM, Rupert delivers personalized, context-rich signals directly to your CSMs for each account that they cover.

04

Act with confidence, scale with automation

Rupert maps the perfect next step for each account for each situation at hand, whether it’s an email, in-product prompt, meeting request, or even an internal task like opening an opportunity. Mapped actions are based on the situation’s context, historical performance of such actions, and industry best practices.



Integrated with your CRM, CSP, and engagement tools, Rupert lets you trigger and automate workflows when it makes sense or keep your CSMs in the loop.

05

Rupert continuously learns and optimizes workflows

By tracking engagement and outcomes across your live workflows, Rupert refines your predictive signals to ensure precision, recommending adjustments for the next-best action to maximize outcomes, so you’re always set up to win.

By tracking engagement and outcomes across your live workflows, Rupert refines your predictive signals to ensure precision, recommending adjustments for the next-best action to maximize outcomes, so you’re always set up to win.

INTEGRATIONS

INTEGRATIONS

Connect your tech stack

Connect your

tech stack

for a 360° view

for a 360° view

Rupert works with your tools, as is. Easily connect your data warehouse to start analyzing and monitoring accounts instantly, and plug in your CSP, CRM, and engagement tools to push the signals to where your CSMs are and to automate actions where you currently take them.

No complex setup or customization required–pure magic in a few clicks.

Questions about if we support your tech stack?

Snowflake

Looker

 BigQuery

Redshift

Athena

Postgres

Intercom

Email

Braze

CSPs

Salesforce

Outreach

TESTIMONIALS

TESTIMONIALS

What people

What people

are saying about us

are saying about us

Improve Gross retention by

16%

within

45 Days

45 Days

45 Days

2.9x

more Upsell Opportunities

with

1.6x

improved conversion

32%

increase in Account

Coverage per CSM

while boosting
NRR by

34%

SECURITY

Built for trust,

secured for your success

Rupert meets SOC 2, ISO 27001, and GDPR standards, with strong controls to keep your customer data private, protected and always under your control.

See Rupert in Action

See Rupert in Action

See Rupert in Action

Discover how we help customer success teams move from reactive to proactive.

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© 2025 Rupert ai. All rights reserved.

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By subscribing you agree to with our

© 2025 Rupert ai. All rights reserved.