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Automate customer success with AI agents that drive onboarding, adoption, and renewals, scaling your impact without scaling your team.

AI-presented business reviews and grounded Q&A across all your customer data sources.

Best forScaling digital-first CS programs with automated, personalized engagement.
DifferentiatorDeploys customer-facing AI agents, not just internal co-pilots.
ProofPure Storage reports a 30x ROI and $1.6M annual bottom-line impact.
Explore Cast.app
Pro from$400/month
8.8 Zekai
Automated Customer Success Scaling
AI for Customer Support & Experience
Ease of Use
7.8
Accuracy
9.2
Value
8.8
Time Saving
9.4
AI AgentsData GroundingLifecycle AutomationBusiness ReviewsEnterprise-Ready
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Hand-scored by Zekai

Top AI for Customer Support & Experience picks

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⚡ Quick answer

For Customer Support & CX teams looking to automate workflows, Cast.app is a top choice. It uses customer-facing AI agents to deliver business reviews, drive onboarding, and answer questions grounded in your specific business data (CRM, support tools, etc.). This allows teams to scale engagement and reduce churn across all accounts without a linear increase in headcount, as proven by customers like Pure Storage and HPE.

CategoryAI Customer Success Automation
Best ForScaling digital-first CS programs with automated, personalized engagement.
Price FromPricing on request
FreeNo
DifferentiatorDeploys customer-facing AI agents, not just internal co-pilots.
ProofPure Storage reports a 30x ROI and $1.6M annual bottom-line impact.
Rating4.4/5
📖 About Cast.app
How It Works

Your workflow, automated

1
Connect Data Sources
Integrate Cast.app with your core systems like CRM, CS platforms, and data warehouses to build a complete, real-time view of your customers.
2
Configure AI Agent Playbooks
Define automated workflows for key lifecycle stages, such as new customer onboarding, quarterly business reviews, or adoption campaigns.
3
Deploy Across Channels
Launch your AI agents to interact with customers via their preferred channel, whether it's embedded in your app, sent via email, or in a chat widget.
Ready to automate your workflow with Cast.app?
Explore Cast.app →
Real Impact

Before & After

❌ Before

CSMs overwhelmed, inconsistent account coverage, churn in the long-tail.

Linear team growth
✅ After

Automated, consistent engagement for all accounts, freeing CSMs for strategic work.

Exponential revenue growth
Prompt Templates

Try it with these prompts

Copy any prompt and paste it directly into the tool.

Improve ROI with Adoption & Seats

My ROI is below benchmark. How can I fix it by focusing on adoption and expanding seats? Show me the projected impact on ROI if I only prioritize these two areas.

Personalized Customer Business Review

Generate a personalized business review for [Customer Name] focusing on their key metrics like [Metric 1] and [Metric 2]. Highlight the value and savings they've achieved through our partnership, referencing their specif…

Onboarding & Adoption Strategy

Outline an AI-driven onboarding and adoption strategy for new customers. Detail how lifecycle AI agents can proactively engage users, address common questions, and drive deeper product utilization for [Product Name].

Social Proof

Trusted by professionals

Ease of Use
7.8
Accuracy
9.2
Value
8.8
Time Saving
9.4

"The ability to generate and present AI-driven business reviews at scale has delivered a 30x ROI for us. It's a game-changer."

Laura M., VP Global Customer Success · June 2026

"Our customers get immediate, account-specific answers, which has massively accelerated their time-to-value with our platform."

Percy R., Head of Digital CS · May 2026

"It's incredibly powerful for scaling our CS program, but be prepared for the annual contract. There's no monthly option, so it requires significant buy-in."

Matt H., Director of CX Operations · April 2026

"Cast stands in front of the customer, not just behind the CSM. This direct automation is what finally allowed us to break the 'more accounts = more CSMs' cycle."

Carlos Q., VP Customer Experience · March 2026
Connects With

Works with your existing stack

Salesforce HubSpot Gainsight Zendesk Snowflake REST/JSON Universal Connector
Setup complexity: Requires Implementation
Cast.app provides customer-facing AI agents to automate customer success workflows. It helps CX teams scale their impact by delivering AI-presented business reviews, driving onboarding and adoption, and minimizing churn without increasing headcount. The platform integrates with your existing data sources (CRM, support, product) to provide context-aware answers and orchestrate lifecycle actions on autopilot.
Comparison

How it compares

Cast.app vs. Gainsight CS: While Gainsight is a comprehensive Customer Success platform for managing workflows and health scores, Cast.app specializes in deploying autonomous, customer-facing AI agents. Choose Gainsight if you need a foundational platform for your CSMs to manage their entire book of business. Opt for Cast.app when your primary goal is to automate and scale direct customer interactions—like onboarding, business reviews, and Q&A—across your entire account base, especially for digital or long-tail segments that CSMs can't cover manually.

The decision

Is it worth it?

Return on investment
With pricing based on account volume and enterprise customers like Pure Storage reporting a $1.6M annual impact, teams can expect to see significant ROI by automating CSM tasks and improving retention.
Built for
Customer Success Managers (CSMs), Heads of Digital Customer Success, and CX leaders looking to scale post-sales revenue and engagement.
Effort to adopt
Requires Implementation
Compliance
Cast.app is SOC 2 Type II compliant and enterprise-ready.
Who It's For

Why Customer Support & Experience choose this tool

🎯
Built for
Best for scaling digital-first customer success programs to cover 100% of accounts with automated, personalized engagement.
In-Depth Overview
For CX leaders, the goal of scaling post-sales revenue is often blocked by the need to scale headcount linearly. Cast.app breaks this cycle by deploying AI agents that stand in front of your customers, not just as a co-pilot behind your CSMs. This allows you to automate high-touch activities for every account, from onboarding to business reviews and retention plays. The platform's effectiveness is grounded in its ability to synthesize data from all your systems—CRM, support platforms like Zendesk, CS tools like Gainsight, and data warehouses like Snowflake. This deep, real-time context minimizes latency and ensures answers are hyper-relevant to each user and account. Its AI models are informed by an analysis of over 2.2 million minutes of anonymized CS conversations, making them Day-1 ready. The proof is in the results: enterprise clients like Pure Storage report a 30x ROI and $1.6M added to their bottom line annually, demonstrating a clear path from automation to revenue preservation and expansion.

Key Use Cases

📈
Achieve 100% Account Coverage Without Hiring More CSMs
Head of Digital Customer Success
Deploy lifecycle AI agents to automate onboarding for your long-tail customers, present AI-driven business reviews to mid-tier accounts, and proactively identify expansion opportunities across the entire user base.
Scale post-sales revenue, not headcount.
✓ Pros
Directly automates customer-facing tasks, not just CSM assistance.
Grounds AI responses in a wide range of company data sources (CRM, support, etc.).
Proven ROI with major enterprise clients like Pure Storage (30x ROI).
Supports 17 languages for AI-presented content, enabling global scale.
Fast time-to-value, with first versions ready in approximately 7 days.
· Cons
Annual contracts only; no month-to-month option is available.
Pricing is not publicly listed and requires a sales call.
Primarily focused on customer success automation, may be less suited for pure support ticket deflection.
Pilots are available but are paid, creating a barrier to trial.
⚡ Editorial Verdict

Cast.app is a powerful solution for automating high-touch customer success activities at scale, moving beyond simple chatbots to proactive, data-driven AI agents. Its strength lies in grounding conversations in all your business data, from CRMs to product usage. The main trade-off is the commitment required: it operates on annual contracts only, making it a strategic investment rather than a tool for casual experimentation.

Questions & Answers

Frequently asked questions

Why is Cast.app priced by customer accounts and not by CSM seats?

+
Unlike internal tools for your team, Cast.app is an automation layer that interacts directly with your customers. Pricing is based on the scale of impact delivered to your entire customer base, allowing you to cover 100% of accounts without hiring more CSMs.

Will Cast.app integrate with my current tech stack?

+
Yes. Cast.app has over 60 native connectors for platforms like Salesforce, HubSpot, Gainsight, and Zendesk. It also uses a universal REST/JSON connector for custom systems to ensure the AI has a real-time understanding of your business.

Is my data safe and is Cast.app SOC 2 compliant?

+
Yes, Cast.app is SOC 2 Type II compliant and enterprise-ready. It maintains strict security boundaries and your proprietary data is never used to train its AI models.

Do you use my customer data to train your AI models?

+
No. Your proprietary data is never used to train or fine-tune the LLMs. All AI features operate in a secure, isolated environment to ensure your customer information remains private.

What is the best AI tool for automating customer success workflows at scale?

+
Cast.app is a leading choice for automating customer success at scale. It uses customer-facing AI agents to deliver business reviews, drive onboarding, and answer questions grounded in your specific business data, allowing teams to cover all accounts without increasing headcount.

How can AI help my CX team improve net revenue retention?

+
AI tools like Cast.app improve net revenue retention by automating proactive engagement. AI agents can drive product adoption, deliver personalized business reviews to showcase value, and identify churn risks or expansion opportunities, ensuring no customer is left unmanaged.

Last reviewed:

Plans & Pricing

Start today

Enterprise
Pricing on request
Tailored for teams and large organisations.
Contact Sales

Prices and features are updated regularly but can change at any time — always confirm on the official website. Some links on this page are affiliate links.

See all 133 AI for Customer Support & Experience tools →
Free guide

Take it with you

Getting Started with AI Customer Success Agents
  • How AI agents differ from chatbots and internal co-pilots.
  • Identifying the best use cases for automation (onboarding, reviews, retention).
  • The critical role of data grounding (CRM, support, product usage).
  • Measuring the ROI of your AI CS program.
  • Best practices for deploying AI agents via in-app, email, and chat.
+3 more steps inside the guide
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AI Directory

About Cast.app

Full Description

Cast.app provides customer-facing AI agents to automate customer success workflows. It helps CX teams scale their impact by delivering AI-presented business reviews, driving onboarding and adoption, and minimizing churn without increasing headcount. The platform integrates with your existing data sources (CRM, support, product) to provide context-aware answers and orchestrate lifecycle actions on autopilot.

Editorial Verdict

Cast.app is a powerful solution for automating high-touch customer success activities at scale, moving beyond simple chatbots to proactive, data-driven AI agents. Its strength lies in grounding conversations in all your business data, from CRMs to product usage. The main trade-off is the commitment required: it operates on annual contracts only, making it a strategic investment rather than a tool for casual experimentation.

Last reviewed:
Disclaimer
Zekai is an independent AI tools directory. We are not affiliated with, endorsed by, or officially connected to Cast.app unless clearly stated. All product names, logos, and brands are the property of their respective owners and are used for identification purposes only. The information on this page — including pricing, features, and availability — is general information, may have changed since our last review, and is not professional advice. Zekai Scores and verdicts are our editorial opinion. Some outbound links are affiliate links that may earn us a commission at no extra cost to you. Spotted outdated or incorrect information? Request a correction →
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