Lunch + AI Build: Agents for Customer Success

Your customer handoff is in one system. Account context is in another. QBR preparation lives in documents, meeting notes, Slack, and the CRM. Renewal signals appear too late, follow-ups take longer than they should, and important customer context still depends on someone remembering to connect the dots. CS / CX teams carry a huge amount of context across onboarding, adoption, support, renewals, and expansion. The heavy work is often repetitive: synthesising notes, preparing account briefs, tracking actions, spotting risks, and turning scattered signals into something the team can use. 👉 This is a hands-on Customer Success workshop about how AI can take on that heavy work safely and practically. 💻 Bring your laptop and one CS workflow you want to fix. Leave with a working agent, and a clearer view of what your team can automate without losing the human relationship. We’ll build live around the workflows CS teams deal with every week: Sales handoff and customer-context synthesis Onboarding and kickoff briefs with clear next steps Account health, adoption, and renewal-risk monitoring Stakeholder maps and executive account views QBR and business review preparation Voice-of-Customer synthesis and product feedback updates ROI, expansion, and account-planning workflows Agenda 11:00 — Arrival and welcome coffee11:15 — Welcome, icebreaker 🧊 and introductions11:30 — How the Causaly team is automating CS with agents 11:45 — Dust demo: the entire CS agentic journey - handoff, kickoff, QBR, and renewal12:00 — Guided build session13:40 — Show what you built, questions, and peer feedback14:00 — Resources and next steps, networking14:30 — Wrap About the hosts Causaly is the agentic AI platform for life sciences. It combines domain-specialized AI agents, precision knowledge graphs, and enterprise data to help R&D teams find and interpret scientific evidence, automate critical workflows, and turn complex research into faster, decision-ready intelligence. Dust is the multiplayer AI system for human-agent collaboration. It gives teams a shared workspace where humans and agents work with the same company knowledge, tools, and goals. For Customer Success teams, that means moving from one-off prompts to reusable workflows that help handle the operational heavy lifting across the customer journey. AI CS experts and facilitators: Maddie Durnall, Senior CS Manager at Causaly Gianna Gard, AI Deployment Strategist at Dust Bruno Murray, Enterprise CS at Dust Who’s this for CSMs and CS / CX leaders CS Operations and Revenue Operations teams Customer Experience and Support operators Account management and onboarding teams People responsible for AI adoption within Customer Success 📅 September 24🕚 11:00 - 14:30📍 Aethos London Shoreditch, London Aethos London Shoreditch is a premium lifestyle venue that functions as an "anti-club" private members' community and luxury 5-star boutique hotel.