Virtual SE for Customer Success Managers

The"Technical Gap" is Killing Your Efficiency.

Your customers are engineers. Your CSMs are generalists. When technical questions arise, your team faces a binary choice: guess (and lose trust) or escalate (and burn cash).

The Unit Economics Failure

SE Arbitrage Failure

You are using $200k Sales Engineers to answer Tier 1 support questions during QBRs. This destroys your gross margins.

"Follow-Up Tax"

CSMs fall back on “I’ll follow up,” creating latency that kills trust and increases churn risk.

"Tuesday Morning Scramble":

Your team wastes hours manually hunting through logs and docs instead of driving expansion.

Headcount Bloat

You cannot scale your ARR-to-CSM ratioif every account requires high-touch technical hand-holding.

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HOW IT WORKS

Vertical AI for Technical Account Intelligence.

The Virtual SE runs quietly in the background, delivering instant, source-backed answers to complex technical questions. It transforms your CSM from a "router" into a"solver."

Smart Auto-Detect

Zero Friction:
‍Prompts the CSM to start when the meeting begins—never miss a QBR or
Privacy-First:
Runs locally on the device. It does not join the Zoom as a "bot," does not record without permission, and stays completely invisible to the client.
SOC 2 Type II Compliant:
Enterprise-grade security for your customer data.

Instant Technical Resolution

Ingest & Solve:
Connects to your technical documentation and logs.
3-Second Rule:
Surfaces 3–5 factual, source-backed bullets in under three seconds when a client asks about APIs, latency, or configurations.
Benefit:
CSMs resolve issues live. No ticket escalation. No "Let me ask Engineering."

Competitor & Churn Defense

Threat Detection:
Automatically detects mentions of competitors or churn signals mid-call.
Differentiation:
‍Instantly surfaces 3–5 key technical differentiators to kill the objection immediately.
Benefit:
Protects the renewal by winning the technical argument in real-time.

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