AI Agent
Transition Readiness Agent
8+
systems unified
- Challenge
- CSMs inherited accounts with no compiled context after onboarding handoff.
- What I built
- Built a Glean Agent synthesizing 8+ systems — Salesforce, Gong, Totango, Provisio, Zendesk, Gmail, Drive, Slack — into a ready-made transition package with CSM talking points.
- Result
- CSMs get full customer intelligence compiled automatically, no manual reconstruction needed.