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CSM Genie
Version 1.0.0
Last updated Sep 16, 2026by
AI Agent that helps CSMs to handle post sales processes from a single interface by interacting with different systems to collect and process customer information.
About this Genie
CSM Genie is an AI Agent that summarizes and scores customer calls and helps in drafting follow up email. Also provides account research and Customer 360 information effectively. It can also help prepare QBR and Customer Insights presentations based on the Customer 360 information. Also provides proactive CRM alerts to keep you informed of your leads and opportunities. It also can help to analyze customer’s priority cases and manage the cases for the account.
Key Use Cases
Post Call analysis and email support
Meeting scheduling with customer using Zoom
Proactively notifies CSMs on Opportunity Owner change, inactive leads, stuck leads, renewal opportunities before close dates and overdue opportunities
Manages Salesforce cases by providing options to create, update or list cases based on a customer account
Helps to build QBR and customer insights presentations
Provides an account summary and Customer 360 data
Run SOQL queries to fetch details for any object in Salesforce
