BrightkeelBrightkeel Playbooks: automated customer success playbooks
Turn what your best CSMs do into playbooks that run on their own. Each playbook starts from a trigger and creates the right tasks, emails and in-app messages.
Trigger on health changes
Start a playbook when a health score drops, a renewal is 90 days out, a champion leaves or usage of a key feature falls. Triggers read the same data as Brightkeel Signals.
Tasks, emails and in-app messages
Steps can assign a task to the account owner, send an email from their address, post to Slack or show an in-app message through Segment or Intercom. Every step can wait, branch or stop when the account recovers.
Templates to start with
Brightkeel ships templates for onboarding stalled, renewal in 90 days, champion left, usage drop and expansion ready. Teams usually adapt three or four templates in their first month.
Measure what works
Each playbook reports how many accounts entered, how many recovered to green and the revenue retained, so you can retire playbooks that do not help.
See pricing or get started in the docs.