Onboarding
Catch onboarding friction while you can still fix it
Interview new accounts a few weeks in and hear exactly where they got stuck.
AI customer interviews for B2B SaaS
Know why accounts churn, renew, and expand.
SurveyConvo gives your team Convo Agents—AI interviewers that ask smart follow-up questions and show what is really happening and what to do next.
Voice interview · sample
Renewal risk · 47 days out
"Our champion left in March — honestly, no one here knows what we're paying for anymore."
Recommended next step: book an exec value review
Live demo
Try a Convo Agent
See how each conversation uncovers clarity.
Experience a live customer interview.
Load the interviewer, then use voice or text to see how it follows your answer.
For SaaS Customer Success teams
Go beyond the score. Understand the full story.
A Convo Agent—your AI interviewer—goes beyond a single NPS or CSAT score. It asks follow-up questions after onboarding, before renewal, or after support, then shows your CSMs what happened and what to do next.
Interview customers by voice or text, not another form
Ask smart follow-up questions automatically
Read sentiment and catch churn or expansion signals
Give your CSM a clear next step, not just a transcript
One interviewer, every CS moment
Six moments decide every account. Be at all of them.
NPS / CSAT follow-up
Find out why a customer gave that score
Follow up with a short interview after an NPS or CSAT response comes in, while it's still fresh.
Post-support
Check whether a rough ticket actually got resolved
Close the loop after a bad support case, before it turns into churn.
Expansion
Spot expansion intent in the customer's own words
Hear which accounts are ready for more seats, more products, or a tier up.
Renewal risk
Surface the real churn risk before the renewal call
Interview accounts ahead of renewal and hear the risk your health score can't see.
Churn
Learn why churned accounts really left
Interview cancelled accounts and surface the pattern your team can act on.
Post-support follow-up
A closed ticket doesn't tell you whether the customer is back on track.
Share a Convo Agent check-in after support closes the case. Your AI interviewer asks the follow-up questions your team doesn't have time to ask and shows CS what happened, what it blocked, and what to do next.
1. Support closes the caseResolved
Case #1842 · Closed 2 hours ago
Export issue fixed
The case was closed after one successful retry.
Still unknown Did the fix actually hold?
2. A Convo Agent checks inVoice response
"Were you able to finish your export after the fix?"
"It worked once, but the same error came back this morning."
AI follow-up "What is this blocking for your team?"
3. CS gets the briefNeeds follow-up
Customer is not back on track
- Reason
- Recurring export error
- Impact
- Month-end reporting is blocked
- Recommended next step
- Reopen the case and call the admin today
Your dashboards tell you what happened. They don't tell you why — or what to do next.
That's what your Convo Agents uncover.
How it works
Three steps. First insights this week.
Step 1
Build your Convo Agent
Choose the customer moment and goal. AI drafts the questions, you edit them, and it is ready in minutes.
Step 2
Share it with customers
Put the interview link in your existing email or workflow, embed it on your site, or add it to your product.
Step 3
Get the insight and next step
Each conversation comes back with a summary, sentiment, structured answers, and a recommended next step.
See it on your workflow
Not sure which customer moment to start with?
Book a short demo. We'll use one of your real CS workflows — post-support, onboarding, churn, or renewal risk — to show you the customer experience and the clear summary your CSM receives.
Voice + Text
Summary
Insights
Next Steps