45x
Fewer AI tokens to get grounded account answers
Retention · Expansion · Adoption
AI Outcome Agents for post-sales revenue.
FunnelStory turns your customer data into a Context Graph of accrued wisdom, then runs Outcome Agents on it to grow retention and expansion - measured every day.
< 1 wk
Median time to deploy
> 90%
Cut in surprise churn
80%
Less busywork
80%
Faster response time
RECOGNIZED BY GARTNER
#1 — WINNING BY DESIGN 2025
ZERO AI PoCs LOST IN 2025
Real teams. Real numbers.
Discover How Our Customers Are Thriving with FunnelStory!
Read the story →
11K+
Customer accounts unified into one Customer Intelligence Graph
80%
Cut in manual CS busywork across both workspaces
500K+
Conversations reconciled into a single model
How an Outcome Agent works
Start with an outcome.Measure your way to it.
An Outcome Agent learns what separates accounts that reach a business result from accounts that don't, puts the right actions to work on the difference, and tracks whether accounts are moving - in one continuing loop.
Define the outcome
Retention, expansion, productivity, adoption, or anything with a population, baseline, & horizon.
Learn the drivers
Test the drivers you choose against accounts with known outcomes.
Find the cohort gap
Separate high-performing from at-risk accounts - the gap, in revenue.
Put the actions to work
Run the next best actions against the target cohort.
Measure movement daily
Re-score the cohort each day: who crossed, who's trending, who hasn't moved.
Assess business results
Tie account movement to renewals and expansion as decisions land.
Say what you want to move.
A leader expresses intent in business terms. The agent turns it into something measurable.
Intent isn't yet an objective. "Improve retention" becomes operational only with a defined population, baseline, metric, and time horizon - logo vs. gross retention, and a relative % vs. a percentage-point gain are different commitments. Productivity needs its own definition (hours saved, or accounts per CSM at a held service level); account movement alone doesn't measure it.
The agents
An Outcome Agent for every goal.
Each agent owns one result end to end - it learns the drivers, finds the accounts, runs the plays, and measures the movement. There's an agent for every driver that matters; here are two.
Example · Feature Adoption Agent
Move accounts on how deeply they use a feature
Learns
the adoption threshold that predicts the outcome
Cohorts
named for the feature; above vs. below the bar
Movement
measured directly in telemetry - usage clears the threshold
Runs the plays: Direct to customer OR Empower the rep
Example · Needle Movers Impact Agent
Move accounts on the signals in every conversation
Learns
signal patterns from notes, calls, tickets & usage
Cohorts
named for the signal combination that matters
Movement
as signals change - a second sponsor, a pricing concern resolved
Runs the plays: Direct to customer OR Empower the rep
Two of a growing library - pre-built, or build your own
Retention PrepExpansion ScoutOnboarding RescueChampion TrackingRenewal PrepSponsor AlignmentWin-backCompetitor Watch+ your own
The Wisdom - That powers Outcome Agents
Outcome Agents - Run on the Wisdom from Context Graph
An agent is only as good as what it knows. FunnelStory refines raw data into precomputed intelligence, and intelligence into accrued wisdom - the Customer Intelligence Graph, a governed, compounding understanding of every account. Our agents don't reconstruct the customer at runtime and guess. They reason over wisdom - and it gets better every quarter.
Raw Data
Usage, revenue, support, conversations, meetings, & more - structured & unstructured.
Precomputed Intelligence
Predictions, needle movers - computed, point-in-time analytics.
Accrued Wisdom
The governed understanding of each account that informs every decision.
Reliable Agents
Reason over something governed and true — instead of guessing at runtime.
Inside the Customer Intelligence Graph
Two kinds of wisdom - and it powers every stage.
Great customer success is a loop: catch the signal, understand it, act on it. The Customer Intelligence Graph makes your agents strong at all three - because each stage draws on a different layer of wisdom.
The scorecard
We separate progress from proof.
Every vendor claims AI drives outcomes. We report three different things - and never dress one up as another. This is the part most tools leave out.
Realized lift is reserved for what we can actually prove. A threshold crossing isn't revenue realized, and an observed renewal doesn't mean the agent saved all of it. Insufficient evidence is a finding we show - not one we hide.
Built on all your data
One graph, unifying 40+ sources, structured and unstructured.
CRMs, warehouses, call recorders, support desks, product analytics, email. Every source feeds one governed graph, linked deterministically, so wisdom is built on everything about the account, not just usage logs.
Salesforce
HubSpot
AttioCRM
Drive end to end customers success with Customer Intelligence graph, Automation, AI Agents and AI Copilots
Snowflake
BigQuery
Redshift
Databricks
Postgres
MongoDB
AthenaData Warehouse & Databases
Generate Leadership for OPs and Executive teams on demand, Implement AI Agents for Governance
Gong
Zoom
Fathom
Slack
MS TeamsConversations & Meetings
Out of the box skills for your AI Copilots for CS, Leadership Intelligence, Product teams, marketing and Support
Zendesk
Intercom
Freshdesk
Jira
PylonSupport
Empower RevOps, CS Ops, and technical leadership with a direct API connection to the FunnelStory Customer Intelligence Graph.
Mixpanel
Pendo
SegmentProduct Analytics
Empower RevOps, CS Ops, and technical leadership with a direct API connection to the FunnelStory Customer Intelligence Graph.
SendGrid
Amazon SES
Apollo
Clearbit
S3Email, Enrichment & Storage
Build and Deploy customer AI Agents for short and long term running agentic workflows. Build from UI or vibe code them from Claude
Why teams trust FunnelStory
Hear it from the CS leaders who bet on the foundation.
I appreciate FunnelStory's highly responsive team who took the time to understand our unique challenges and worked closely with us to address them. I also admire the solution's ability to handle our scale without issues, as we have thousands of customers and needed a solution that could manage significant volume. FunnelStory's predictive accuracy is quite impressive, achieving an 80% recall rate in retention predictability scores, which gives us the confidence to act on their insights and prioritize our success efforts effectively.
Mark P.
Customer Success Leader
Dominique Levin
CEO, Winning by Design
FunnelStory, was a standout at the recent Virtual Impact Summit as an AI built to help CSMs focus where it matters most. With Signals, teams can prioritise the right accounts and automate the rest.
FunnelStory gives me real-time visibility into both presale and post-sale journeys—effortlessly integrated, easy to use daily, and backed by a responsive team that truly listens.
Gilad Shriki
Head of Success, Descope
I've never had this kind of visibility - FunnelStory brings together usage data, support tickets, and even call sentiment into a complete customer view. I now get leading churn indicators up to 9 months in advance. We were live in under 2 hours, and the out-of-box analytics are better than anything I've seen from SFDC or Looker.
Sandra B.
Founding LP
FunnelStory made it easy for us to track which customers were falling behind in onboarding. I like how simple it is to see progress, and I now catch risks earlier. Some default milestones were too optimistic at first, but overall it's helped us prevent churn more proactively.
Jessica C.
VP of CS, Financial
VP of Customer Success
SaaS Software Business
We were up and running quickly, and I love how FunnelStory surfaces product usage triggers for outreach. Even with a small team, we're running smarter plays and syncing cleanly with our CRM. Their support is top-notch, and they iterate on feedback fast.
With FunnelStory, it was really easy to get up and running, within a few days we had POV going and unlike other tools we could actually go back in time all of the data.
Anthony Bettini
CEO, VulnCheck
Julia Prause
VP of CS, Nutrient
Huge congrats to the FunnelStory team for topping Winning by Design's "AI on the Right Side of the Bowtie" report! A major milestone - and I'm proud to be part of this journey. After 10+ years working across CRMs and CS platforms, it's exciting to finally see real AI/ML innovation in this space—long overdue. Thrilled to be driving this forward at Nutrient, where we're focused every day on creating real value for our customers.
FunnelStory helps me understand our customer journey across both sales and post-sales. Setting it up with our CRM and data warehouse was simple, and I now rely on it daily to track feature adoption and flag at-risk accounts. The team's responsiveness has been excellent—no complaints at all.
Gilad S.
Co-Founder, Descope
Pawan S.
Director of Product
We use FunnelStory to analyze free trial behavior, and it's made a real difference. I now get clear signals on where users drop off and what features drive conversion. The new Journeys feature is promising but still evolving. Still, I'd rate it a 10/10 for PLG teams.
By combining structured and unstructured data, FunnelStory surfaces proactive insights and leading indicators—going live in under 2 hours with seamless onboarding and stellar support.
Sandra Bustos
Head Of Customer Success, Dusty Robotics
Somer S
Support Operations Manager
I spend most of my time looking up data to see how I can fill in gaps for our customers based on their pain points. FunnelStory has been extremely helpful for this, as I can get a quick 'heads up' of issues they've had in the Topics view, and right there as well I can get a quick Sentiment analysis. Account Notes provide an excellent, quick summary reference for a snapshot of both recent and historical transactions.
Arleen A.
Customer Success Operations Specialist
FunnelStory provides a centralized view of our entire customer portfolio, making it easy for our CS leadership team to stay ahead of risk and growth signals without toggling between tools. The UI is intuitive and easy to use, which made onboarding simple and quick for our team.
Bill W.
Head of CS Ops & Support
FunnelStory's team is incredibly smart, efficient and responsive. It has been an absolute pleasure working with them. I appreciate the platform's ability to ingest all kinds of signals and incorporate them into meaningful and actionable insights. As we scale our business, maintaining close knowledge about all the intricacies of each account becomes more and more challenging.
FunnelStory helped us surface churn risks and uncover deep insights from across systems, while revealing customer journey patterns and usage behaviors we never even thought to track.
Mohan Atreya
Chief Product Officer, Rafay
I appreciate FunnelStory's highly responsive team who took the time to understand our unique challenges and worked closely with us to address them. I also admire the solution's ability to handle our scale without issues, as we have thousands of customers and needed a solution that could manage significant volume. FunnelStory's predictive accuracy is quite impressive, achieving an 80% recall rate in retention predictability scores, which gives us the confidence to act on their insights and prioritize our success efforts effectively.
Mark P.
Customer Success Leader
Dominique Levin
CEO, Winning by Design
FunnelStory, was a standout at the recent Virtual Impact Summit as an AI built to help CSMs focus where it matters most. With Signals, teams can prioritise the right accounts and automate the rest.
FunnelStory gives me real-time visibility into both presale and post-sale journeys—effortlessly integrated, easy to use daily, and backed by a responsive team that truly listens.
Gilad Shriki
Head of Success, Descope
I've never had this kind of visibility - FunnelStory brings together usage data, support tickets, and even call sentiment into a complete customer view. I now get leading churn indicators up to 9 months in advance. We were live in under 2 hours, and the out-of-box analytics are better than anything I've seen from SFDC or Looker.
Sandra B.
Founding LP
FunnelStory made it easy for us to track which customers were falling behind in onboarding. I like how simple it is to see progress, and I now catch risks earlier. Some default milestones were too optimistic at first, but overall it's helped us prevent churn more proactively.
Jessica C.
VP of CS, Financial
VP of Customer Success
SaaS Software Business
We were up and running quickly, and I love how FunnelStory surfaces product usage triggers for outreach. Even with a small team, we're running smarter plays and syncing cleanly with our CRM. Their support is top-notch, and they iterate on feedback fast.
With FunnelStory, it was really easy to get up and running, within a few days we had POV going and unlike other tools we could actually go back in time all of the data.
Anthony Bettini
CEO, VulnCheck
Julia Prause
VP of CS, Nutrient
Huge congrats to the FunnelStory team for topping Winning by Design's "AI on the Right Side of the Bowtie" report! A major milestone - and I'm proud to be part of this journey. After 10+ years working across CRMs and CS platforms, it's exciting to finally see real AI/ML innovation in this space—long overdue. Thrilled to be driving this forward at Nutrient, where we're focused every day on creating real value for our customers.
FunnelStory helps me understand our customer journey across both sales and post-sales. Setting it up with our CRM and data warehouse was simple, and I now rely on it daily to track feature adoption and flag at-risk accounts. The team's responsiveness has been excellent—no complaints at all.
Gilad S.
Co-Founder, Descope
Pawan S.
Director of Product
We use FunnelStory to analyze free trial behavior, and it's made a real difference. I now get clear signals on where users drop off and what features drive conversion. The new Journeys feature is promising but still evolving. Still, I'd rate it a 10/10 for PLG teams.
By combining structured and unstructured data, FunnelStory surfaces proactive insights and leading indicators—going live in under 2 hours with seamless onboarding and stellar support.
Sandra Bustos
Head Of Customer Success, Dusty Robotics
Somer S
Support Operations Manager
I spend most of my time looking up data to see how I can fill in gaps for our customers based on their pain points. FunnelStory has been extremely helpful for this, as I can get a quick 'heads up' of issues they've had in the Topics view, and right there as well I can get a quick Sentiment analysis. Account Notes provide an excellent, quick summary reference for a snapshot of both recent and historical transactions.
Arleen A.
Customer Success Operations Specialist
FunnelStory provides a centralized view of our entire customer portfolio, making it easy for our CS leadership team to stay ahead of risk and growth signals without toggling between tools. The UI is intuitive and easy to use, which made onboarding simple and quick for our team.
Bill W.
Head of CS Ops & Support
FunnelStory's team is incredibly smart, efficient and responsive. It has been an absolute pleasure working with them. I appreciate the platform's ability to ingest all kinds of signals and incorporate them into meaningful and actionable insights. As we scale our business, maintaining close knowledge about all the intricacies of each account becomes more and more challenging.
FunnelStory helped us surface churn risks and uncover deep insights from across systems, while revealing customer journey patterns and usage behaviors we never even thought to track.
Mohan Atreya
Chief Product Officer, Rafay
I appreciate FunnelStory's highly responsive team who took the time to understand our unique challenges and worked closely with us to address them. I also admire the solution's ability to handle our scale without issues, as we have thousands of customers and needed a solution that could manage significant volume. FunnelStory's predictive accuracy is quite impressive, achieving an 80% recall rate in retention predictability scores, which gives us the confidence to act on their insights and prioritize our success efforts effectively.
Mark P.
Customer Success Leader
Dominique Levin
CEO, Winning by Design
FunnelStory, was a standout at the recent Virtual Impact Summit as an AI built to help CSMs focus where it matters most. With Signals, teams can prioritise the right accounts and automate the rest.
FunnelStory gives me real-time visibility into both presale and post-sale journeys—effortlessly integrated, easy to use daily, and backed by a responsive team that truly listens.
Gilad Shriki
Head of Success, Descope
I've never had this kind of visibility - FunnelStory brings together usage data, support tickets, and even call sentiment into a complete customer view. I now get leading churn indicators up to 9 months in advance. We were live in under 2 hours, and the out-of-box analytics are better than anything I've seen from SFDC or Looker.
Sandra B.
Founding LP
FunnelStory made it easy for us to track which customers were falling behind in onboarding. I like how simple it is to see progress, and I now catch risks earlier. Some default milestones were too optimistic at first, but overall it's helped us prevent churn more proactively.
Jessica C.
VP of CS, Financial
VP of Customer Success
SaaS Software Business
We were up and running quickly, and I love how FunnelStory surfaces product usage triggers for outreach. Even with a small team, we're running smarter plays and syncing cleanly with our CRM. Their support is top-notch, and they iterate on feedback fast.
With FunnelStory, it was really easy to get up and running, within a few days we had POV going and unlike other tools we could actually go back in time all of the data.
Anthony Bettini
CEO, VulnCheck
Julia Prause
VP of CS, Nutrient
Huge congrats to the FunnelStory team for topping Winning by Design's "AI on the Right Side of the Bowtie" report! A major milestone - and I'm proud to be part of this journey. After 10+ years working across CRMs and CS platforms, it's exciting to finally see real AI/ML innovation in this space—long overdue. Thrilled to be driving this forward at Nutrient, where we're focused every day on creating real value for our customers.
FunnelStory helps me understand our customer journey across both sales and post-sales. Setting it up with our CRM and data warehouse was simple, and I now rely on it daily to track feature adoption and flag at-risk accounts. The team's responsiveness has been excellent—no complaints at all.
Gilad S.
Co-Founder, Descope
Pawan S.
Director of Product
We use FunnelStory to analyze free trial behavior, and it's made a real difference. I now get clear signals on where users drop off and what features drive conversion. The new Journeys feature is promising but still evolving. Still, I'd rate it a 10/10 for PLG teams.
By combining structured and unstructured data, FunnelStory surfaces proactive insights and leading indicators—going live in under 2 hours with seamless onboarding and stellar support.
Sandra Bustos
Head Of Customer Success, Dusty Robotics
Somer S
Support Operations Manager
I spend most of my time looking up data to see how I can fill in gaps for our customers based on their pain points. FunnelStory has been extremely helpful for this, as I can get a quick 'heads up' of issues they've had in the Topics view, and right there as well I can get a quick Sentiment analysis. Account Notes provide an excellent, quick summary reference for a snapshot of both recent and historical transactions.
Arleen A.
Customer Success Operations Specialist
FunnelStory provides a centralized view of our entire customer portfolio, making it easy for our CS leadership team to stay ahead of risk and growth signals without toggling between tools. The UI is intuitive and easy to use, which made onboarding simple and quick for our team.
Bill W.
Head of CS Ops & Support
FunnelStory's team is incredibly smart, efficient and responsive. It has been an absolute pleasure working with them. I appreciate the platform's ability to ingest all kinds of signals and incorporate them into meaningful and actionable insights. As we scale our business, maintaining close knowledge about all the intricacies of each account becomes more and more challenging.
FunnelStory helped us surface churn risks and uncover deep insights from across systems, while revealing customer journey patterns and usage behaviors we never even thought to track.
Mohan Atreya
Chief Product Officer, Rafay
I appreciate FunnelStory's highly responsive team who took the time to understand our unique challenges and worked closely with us to address them. I also admire the solution's ability to handle our scale without issues, as we have thousands of customers and needed a solution that could manage significant volume. FunnelStory's predictive accuracy is quite impressive, achieving an 80% recall rate in retention predictability scores, which gives us the confidence to act on their insights and prioritize our success efforts effectively.
Mark P.
Customer Success Leader
Dominique Levin
CEO, Winning by Design
FunnelStory, was a standout at the recent Virtual Impact Summit as an AI built to help CSMs focus where it matters most. With Signals, teams can prioritise the right accounts and automate the rest.
FunnelStory gives me real-time visibility into both presale and post-sale journeys—effortlessly integrated, easy to use daily, and backed by a responsive team that truly listens.
Gilad Shriki
Head of Success, Descope
I've never had this kind of visibility - FunnelStory brings together usage data, support tickets, and even call sentiment into a complete customer view. I now get leading churn indicators up to 9 months in advance. We were live in under 2 hours, and the out-of-box analytics are better than anything I've seen from SFDC or Looker.
Sandra B.
Founding LP
FunnelStory made it easy for us to track which customers were falling behind in onboarding. I like how simple it is to see progress, and I now catch risks earlier. Some default milestones were too optimistic at first, but overall it's helped us prevent churn more proactively.
Jessica C.
VP of CS, Financial
VP of Customer Success
SaaS Software Business
We were up and running quickly, and I love how FunnelStory surfaces product usage triggers for outreach. Even with a small team, we're running smarter plays and syncing cleanly with our CRM. Their support is top-notch, and they iterate on feedback fast.
With FunnelStory, it was really easy to get up and running, within a few days we had POV going and unlike other tools we could actually go back in time all of the data.
Anthony Bettini
CEO, VulnCheck
Julia Prause
VP of CS, Nutrient
Huge congrats to the FunnelStory team for topping Winning by Design's "AI on the Right Side of the Bowtie" report! A major milestone - and I'm proud to be part of this journey. After 10+ years working across CRMs and CS platforms, it's exciting to finally see real AI/ML innovation in this space—long overdue. Thrilled to be driving this forward at Nutrient, where we're focused every day on creating real value for our customers.
FunnelStory helps me understand our customer journey across both sales and post-sales. Setting it up with our CRM and data warehouse was simple, and I now rely on it daily to track feature adoption and flag at-risk accounts. The team's responsiveness has been excellent—no complaints at all.
Gilad S.
Co-Founder, Descope
Pawan S.
Director of Product
We use FunnelStory to analyze free trial behavior, and it's made a real difference. I now get clear signals on where users drop off and what features drive conversion. The new Journeys feature is promising but still evolving. Still, I'd rate it a 10/10 for PLG teams.
By combining structured and unstructured data, FunnelStory surfaces proactive insights and leading indicators—going live in under 2 hours with seamless onboarding and stellar support.
Sandra Bustos
Head Of Customer Success, Dusty Robotics
Somer S
Support Operations Manager
I spend most of my time looking up data to see how I can fill in gaps for our customers based on their pain points. FunnelStory has been extremely helpful for this, as I can get a quick 'heads up' of issues they've had in the Topics view, and right there as well I can get a quick Sentiment analysis. Account Notes provide an excellent, quick summary reference for a snapshot of both recent and historical transactions.
Arleen A.
Customer Success Operations Specialist
FunnelStory provides a centralized view of our entire customer portfolio, making it easy for our CS leadership team to stay ahead of risk and growth signals without toggling between tools. The UI is intuitive and easy to use, which made onboarding simple and quick for our team.
Bill W.
Head of CS Ops & Support
FunnelStory's team is incredibly smart, efficient and responsive. It has been an absolute pleasure working with them. I appreciate the platform's ability to ingest all kinds of signals and incorporate them into meaningful and actionable insights. As we scale our business, maintaining close knowledge about all the intricacies of each account becomes more and more challenging.
FunnelStory helped us surface churn risks and uncover deep insights from across systems, while revealing customer journey patterns and usage behaviors we never even thought to track.
Mohan Atreya
Chief Product Officer, Rafay
Why teams trust FunnelStory
Recognized, proven, and built for the enterprise.
Recognized by Gartner
Enterprise-grade compliance
#1 — Winning by Design
Top AI solution for Customer Success, Expansion & Renewals, 2025.
Zero AI PoCs lost in 2025
Every proof-of-concept we ran converted. The foundation shows up in the pilot.
Unified Journey — patent-pending
Our Unified Journey and needle-mover methods are patent-pending technology.
Enterprise security in our DNA
Built by founders with deep enterprise-security backgrounds.
Governed & auditable
Role-based, permissioned access to every part of the context graph.
Questions leaders ask
It's built for post-sales revenue teams - CS, CS Ops, and leadership first - with the same Customer Intelligence Graph feeding Support, Product, and RevOps wherever you need it.
Dashboards summarize metrics. FunnelStory connects data into context, explains the signal, and lets agents act on it - reading your conversations, not just your usage logs.
FunnelStory is an Agent and Context system for B2B customer teams. It generates a context graph over the entire data, and can detect revenue signals and triggers, investigate them, and autonomously suggest or even take actions.
Predictions are trained and backtested on your own historical outcomes - measured on recall against accounts that actually churned or renewed, not a generic formula.
40+ sources - CRM, warehouse, call recorders, support desks, product analytics, email - structured and unstructured, unified into one governed graph.
Yes. Bring your own copilot - FunnelStory exposes the Customer Intelligence Graph over MCP, so the assistant your team already uses reasons over your real data.