CSM Genie
Workato MarketplaceWorkato combines an enterprise-grade workflow automation platform with the ease of use expected from consumer apps, enabling both business and IT users to quickly build workflow automations.https://marketplace.workato.com/s/6957a30d1aa80379a738ba88/6957db1dd1e83e9cc9877e65/idwjrqfcbj_1767365395303-480x480.png
1530 Page Mill Road94304Palo AltoUS
Workato Marketplace
1530 Page Mill RoadPalo Alto, US
+918444696752https://marketplace.workato.com/s/6957a30d1aa80379a738ba88/6957db1dd1e83e9cc9877e65/idwjrqfcbj_1767365395303-480x480.png"[email protected]
6aaabe9177b11ae0883dd1f7CSM GenieCSM 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.

SKU-LXZIEB5OO
USD1In Stock
CSM Genie
Genie New

CSM Genie

Version 1.0.0

Last updated Sep 16, 2026byWorkato

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

About the publisher

Workato

Workato

Published 18 solutions

Tags

Sales

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