Customer success managers — Sauna

The AI agent for customer success managers

Sauna watches the health signals, preps every QBR, drafts the check-ins, and flags the accounts going quiet — so you save the renewal before it's at risk, not after.

Sauna is an AI assistant for customer success managers that watches the whole book so you don't have to. It combines usage, tickets, and engagement to flag at-risk accounts early, preps every QBR, drives renewals and expansion, and keeps check-ins on cadence in your voice — so you save the renewal before it's at risk.

What it does

What Sauna does for customer success managers

  1. 01

    Spot the at-risk account early

    Cross-reference usage, support tickets, and engagement to flag the accounts trending toward churn, with the specific signal that triggered it.

  2. 02

    Prep the QBR

    Pull the account's usage, wins, open tickets, and goals into a ready-to-present business review deck and the talking points to go with it.

  3. 03

    Drive renewals and expansion

    Surface the renewals coming due and the accounts ripe for an upsell, with the case for each and the outreach drafted.

  4. 04

    Keep check-ins on cadence

    Draft the regular touch to each account in your voice, grounded in their recent activity, so no one goes dark.

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In context

Ask in chat. It does the work.

Sauna shows up where you already work — the web app, Slack, email, iMessage, and Superhuman. It reads what it needs, does the task, and comes back with the draft for your approval.

app.sauna.ai/sauna
You
You
@Sauna Pull my book and flag every account where usage dropped more than 20% this month or has an open P1 ticket — rank by renewal date, and draft a check-in to the top three.
S
Sauna
Reading HubSpot and Salesforce.
Done — here's the draft and what I found. Approve to send.

Try it

Ask in plain words

The literal prompt for this job. Open it in Sauna and it picks up from there.

Pull my book and flag every account where usage dropped more than 20% this month or has an open P1 ticket — rank by renewal date, and draft a check-in to the top three.
Example promptRun in Sauna →

Plugs into the tools you already run — and thousands more, or any MCP server.

What you get

A finished result, not a transcript.

Reports, drafts, and dashboards Sauna assembles from your live tools — kept current on its own.

team.sauna.app/accounts
64
accounts
7
at risk
9
renewals 30d
Net revenue retention, 8 wksLast 8 weeks
Vertex CorpUsage −24% · check-in drafted
Hooli renewalDue 30d · QBR ready
Pied PiperUpsell signal · case built

Get the result, not the busywork.

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Good to know

Questions, answered.

Where does it get health signals?

From whatever you connect — your CRM, support desk, product analytics, and usage data — combined into one read per account.

Will it message customers on its own?

No. Sauna drafts the check-ins and renewal outreach; you decide what sends.

Is my data safe?

Sauna reads only what you connect, and acts only after you approve. Your workspace and its memory are yours, not training data.

Keep exploring

More ways teams use Sauna

Put Sauna to work for customer success managers.


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