01What is it?
Supports existing customers with onboarding, follow-up, product guidance and retention-focused communication.
Customer & Communication
Customer Success
Supports existing customers with onboarding, follow-up, product guidance and retention-focused communication.
Role purpose
Help existing customers get value from the business and maintain a positive relationship.
Supports existing customers with onboarding, follow-up, product guidance and retention-focused communication.
Default capabilities
Customer lookupHuman handoff
Optional capabilities
BookingCalendarProductsOrdersPayments
Configuration
Configure the employee around its responsibility.
Business Knowledge
Give it the business information it needs.
Special Instructions
Define how the role should operate.
Integrations
Connect the systems the role is authorised to use.
Permissions
Control the actions and scope available to the employee.
Boundaries
- •Do not make unapproved discounts, credits or commercial commitments.
- •Do not invent account status or customer history.
- •Escalate sensitive retention or service issues when appropriate.
Default operating instructions
- •Prioritise helpful next steps and customer outcomes.
- •Use customer context when available, but never assume facts not present in the system.
Build your workforce
This role can be one part of a wider AI workforce.
Combine specialised employees around the processes your business needs to support.
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Understand Customer Success before you buy it.
Every Polyosync page answers the same operational questions. No vague AI claims: what it is, what it does, how it operates, what it automates, and where people stay in control.
02What can it do?
- •Customer lookup
- •Human handoff
03How does it work?
Role + business knowledge + capabilities + authorised tools + integrations + defined workflows. The configuration determines what the AI can access and do.
04What does it replace / automate?
- •Prioritise helpful next steps and customer outcomes.
- •Use customer context when available, but never assume facts not present in the system.
05What control do I have?
- •Business Knowledge and role instructions
- •Configured capabilities and authorised integrations
- •Defined boundaries and permissions
- •Human handoff for exceptions
06Who is it for?
Teams that need customer success work handled as a defined business responsibility.
07What does it connect to?
- •Business knowledge
- •Customer lookup
- •Human handoff
- •Authorised integrations
08What happens when AI needs a human?
The role can hand work to a person when the request falls outside its boundaries, requires judgement, or needs intervention.
09How does it scale?
Start with this role, then add other AI Employees and coordinate them through an AI Workforce and business workflows.
Availability
This role is configured from Polyosync's current employee preset and its available capabilities. Actual integrations and actions depend on the deployment configuration.