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RE: LeoThread 2024-10-17 10:03

Agency's AI-powered solution frees up time in the customer success manager's workday by handling tasks such as scheduling, follow-ups, note-taking, customer onboarding, and meeting preparation. The AI gains a deep understanding of each customer from emails, CRM data, chat messages, and phone conversations, allowing it to anticipate customer needs at any point. This technology has been a long-term goal for Torres, who helped build Salesforce at HubSpot and Drift.