Prompt Database
Customer Success Manager
storytell use cases

How to use AI
as a
Customer Success Manager

Convert unstructured customer data into streamlined, actionable frameworks, making it easier to derive insights and take action. Or analyze feedback across various touchpoints, helping to gauge sentiment and inform strategic decisions.

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Customer Success Manager
Prompts

A collection of the most useful one-step prompts

Get customer-specific product feedback based on a recent call

Customer Success
Customer Support
Go to prompt

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Customer Success Manager
Multi-Step Prompts

Storytell will guide you through a multi-step prompting process to provide even better answers

Generate Executive Business Reviews (EBRs)

Go to prompt

Generate proactive outreach for customers at risk of churn

I want to proactively reach out to churn risks to understand how we can support them better

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Conduct a structured framework analysis on unstructured content

Go to prompt

Find the hidden insights from my customers

I want to know my customers’ pain points, what they want us to build, and what they really love about our product

Go to prompt

Gain a holistic view of customer sentiment

I need to aggregate and analyze customer feedback across touchpoints to gauge sentiment, informing strategic enhancements and decisions

Go to prompt

Generate QBRs to understand my customers

I need to generate a comprehensive quarterly business review based on customer interactions and performance

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Identify upselling and cross-selling opportunities

I want to identify relevant upselling and cross-selling opportunities to increase the value of purchases and to enhance customer satisfaction.

Go to prompt

Keep clients informed with weekly performance recaps

I want to enhance client engagement by providing accurate and timely weekly performance updates

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Enhance client communication with AI-facilitated email updates

I want to streamline client updates with AI-driven email communication.

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Improve FAQ content

I need to enhance the clarity and usefulness of my FAQ section.

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Share insights with engineering from our calls with users

I need to capture and share essential insights from user calls for the engineering team.

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Find out what our customers want

I need to determine what my customer wants to improve our product/service.

Go to prompt

Why prompt with Storytell?

Streamlined Data and Customer Insights

Transform unstructured data into a streamlined, actionable framework. This enables a more organized approach to understanding customer feedback and identifying actionable insights to enhance strategic decision-making. Here’s our current capability in our beta.

Enhanced Data Utilization for Reviews and Reports

Craft detailed Executive Business Reviews (EBRs) and Quarterly Business Reviews (QBRs). Our platform's ability to aggregate and analyze customer interaction data ensures that these reports are comprehensive and provide actionable insights.

Proactively Address Churn Risks

By leveraging data from emails, calls, and other touchpoints, customer success managers can gain insights into customer dissatisfaction or issues and take necessary actions to address them.

These reasons collectively show how Storytell can be a powerful tool for Customer Success Managers, enabling them to better support their customers, drive engagement, and improve overall satisfaction and retention.

Here's how to put our prompts to use

Click to expand

Find hidden insights from my customers

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Click to expand

Generate proactive outreach for customers at risk of churn

read more
Click to expand

Share user insights with engineering team

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What users are saying

"I use Storytell, more recently for a lot of, like, findings for content, trying to find, like, customer quotes for marketing, to, like, upload content strategy. You know, we're really trying to promote our users. And, yeah, I've been pretty successful this week. I think trying to just get a few a few bits of content also. My team also uses it for 2 parts through all our documentation. A bit better because our search Confluence is horrible. So Storytell makes it easier to search through horrible documents scattered around”
Phin Hochart

Phin Hochart

Head of Product

Zight

“Really cool tool. I asked it what were the challenges a client is facing in their current state, and what are the benefits with the future solution in Harness. Great summary for both prompts, made it really easy to summarize over a whole library of calls (and stakeholders) back in my client's words.”
Michael O'Brian

Michael O'Brian

Enterprise Sales

Harness

"A lot of my work when like leading a program is putting together a status update email — being able to take the meeting notes from four individual meetings that week and uploading them and saying, “Hey, can you write a status update based on what's written in these meeting notes?” was la huge leverage point for my workflow that like, took something that didn't need to take an hour wasn't the best use of my time, reduced it to 10 minutes with a set essential check, basically. "
Caleb Cohen

Caleb Cohen

Sr. Business Operations Manager

HashiCorp

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customer success management
with AI-driven insights?

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