AI Studio: Vibe-Coding for Post-Sale Experiences

For the first time, post-sale teams can build branded, data-driven, customer-facing experiences, instantly, securely, and without engineers.

Why Vibe Coding for post - sale experiences?

Customers demand more - change, adaptation, personalization. But today, post-sale teams are stuck: waiting on developers, limited by static tools, and disconnected from real customer data.The result? Experiences feel generic, slow, and irrelevant. And the impact is clear: delayed onboarding, missed adoption, and customers who never realize the value they were promised.

What you can build with AI Studio

Onboarding hubs

Timelines and checklists that sync automatically with your CRM.

Executive dashboards

ROI, adoption, and renewal insights connected to real usage data.

Engagement experiences

Release notes personalized by package, interactive cards, gamified content.

Contract & account views

Renewal timelines, contract details, and expansion opportunities pulled directly from your systems.

With vibe-coding, you're no longer limited to a library of widgets, you can create any customer-facing experience your team imagines, securely connected to the data that matters most.

Companies Run Many (Personalized) Programs

ONBOARDING

Pre-kickoff Questionnaire

Automates collection of client context before meetings.
Personalizes kickoff by surfacing needs and expectations.
Reduces back-and-forth with a centralized digital hub.

Implementation Plan

Provides a live, trackable roadmap for onboarding milestones.
Keeps both sides aligned with clear timelines and ownership.
Enables real-time visibility into progress for stakeholders.

Academy

Embeds learning content into the customer hub.
Tailors training paths for roles or personas.
Tracks engagement and course completion seamlessly.

User Onboarding

Standardizes new-user activation journeys.
Delivers interactive guides and resources in one place.
Monitors adoption signals to trigger proactive support.

Ever Boarding

Creates repeatable yet personalized onboarding flows.
Scales customer journeys without losing customization.
Brings cross-functional assets (CS, product, marketing) into one workspace.

POST ONBOARDING

Success Plans

Centralizes shared goals and KPIs.
Tracks progress with mutual accountability.
Builds trust by making ROI visible.

Business Reviews

Simplifies QBR prep with automated dashboards.
Integrates usage, outcomes, and next steps in one space.
Ensures reviews are ongoing conversations, not one-off events.

Account Dashboard

Offers real-time visibility into product usage and health.
Tailors reporting to execs, champions, and end-users.
Helps CSMs prioritize accounts with adoption gaps.

Migration & Upgrades

Provides a structured hub for change management.
Shares timelines, tasks, and support content transparently.
Minimizes churn risk by keeping stakeholders aligned.

Value Realization

Connects product metrics to customer business outcomes.
Tracks agreed-upon success metrics over time.
Demonstrates ROI in a visual, customer-facing format.

Business as Usual

Keeps day-to-day collaboration transparent.
Serves as a "single source of truth" for updates.
Reinforces partnership beyond touchpoints.

Renewal Management

Centralizes renewal timelines, actions, and ownership.
Surfaces ROI evidence and usage data proactively.
Reduces last-minute churn surprises with structured playbooks.

Feature Adoption

Drives engagement with targeted campaigns inside the hub.
Aligns enablement content to role-specific needs.
Monitors adoption metrics for intervention opportunities.

Feedback Loop

Collects product and experience feedback in real time.
Closes the loop by showing what's acted upon.
Builds trust by positioning customers as co-creators.

Upsell Trigger Program (CSQL)

Surfaces signals for expansion (usage, adoption, ROI).
Equips CSMs with in-hub data to tee up sales.
Positions upsell as a natural extension of success.

PARTNER SUCCESS

Partner Onboarding

Creates structured ramp-up for resellers or integrators.
Ensures consistent messaging and knowledge transfer.
Reduces partner time-to-value with guided journeys.

Deal registration

Streamlines partner submissions in a unified workspace.
Adds transparency to deal status and ownership.
Aligns incentives by reducing friction in partner workflows.

Partner-led implementation

Equips partners with repeatable playbooks.
Monitors implementation progress in shared dashboards.
Ensures customers get the same high-quality onboarding.

Partner Enablement

Centralizes training, certifications, and assets.
Provides self-service access to collateral.
Tracks partner engagement and readiness.

CUSTOMER
MARKETING

EOY Wrapped

Automates personalized "year in review" reports.
Highlights value delivered with data-driven storytelling.
Creates a shareable asset to boost advocacy.

Case Studies

Makes success stories easy to co-create with clients.
Streamlines approval workflows inside the hub.
Turns live dashboards into dynamic customer proof points.

Product Updates

Delivers tailored release notes by persona/account.
Integrates demos, guides, and adoption resources.
Tracks engagement with updates for follow-up.

Referrals Program

Provides customers with a central referral submission hub.
Rewards and tracks advocacy transparently.
Strengthens community-led growth at scale.

PRESALES

POC management

Creates a structured, transparent workspace for trials.
Tracks goals, milestones, and outcomes jointly.
Reduces friction in handoff from presales to CS.

EverAfter.

"This is amazing! we finally have creative control over the customer experience."

Director of Scaled CS | Mid Market

Select Your Programs

Choose the program that fits your needs—onboarding, QBRs, renewals, or ongoing customer success. Your customer interface adapts to your customer’s goals, plan, tier and behavior - helping you deliver the right information at the right time.

Choose Your Data Sources

Seamlessly connect the tools you already use—whether it's your CRM, CSP, data warehouse, or support tool. No manual updates—just real-time insights flowing directly into your customer interface.

Answer a Few Questions

Tell us about your process, key objectives, and customer needs. Want to hyper-personalize the experience? Customize based on role, industry, account size, or any other dimension that matters. Our AI takes these inputs and crafts an experience tailored to each audience.

Provide Existing Materials

Upload presentations, documents, or knowledge base links. We’ll intelligently organize and integrate your content, so customers always have access to relevant, up-to-date information without the need for manual curation.

Let the AI do its magic
and create the interface

Our AI-powered engine transforms your inputs into a polished, fully functional customer interface. Personalized, dynamic, and ready to use—without writing a single line of code.

Fine-Tune & Deploy

Preview the customer interface, test the experience, and make refinements with ease. Once everything looks perfect, launch it instantly and start engaging customers with a seamless, data-driven experience.

Built on AI—But Entirely Yours

Our platform is powered by AI models we’ve trained using proven Customer Success and onboarding frameworks. You can start with our best-practice recommendations and make it your own:

Adjust the interface layout or recommended content.
Add or remove steps based on your unique processes.
Tweak the design to fit your brand identity perfectly.

Every part of the interface is yours to customize, with AI taking care of the heavy lifting behind the scenes.

Claim your 100 free actions per workspace!

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