Automated Customer Success Playbooks

No-code Playbooks to Build Scalable Customer Success Processes.


Always know how many Playbooks and Tasks are open at a given time

Our Playbooks dashboard gives you the current state and historical trends for Playbooks and Tasks.

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Playbook Detail View

What is done and what lies ahead

Click on an Account Playbook and see which tasks have been completed successfully and which tasks will be triggered next.

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CSM Reports

Which of your CSMs are killing it and which could use a helping hand

Quickly evaluate Team or Individual performance and drill down to see how each teammate is doing with a specific Playbook.

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Workflow Builder

Akita makes building Playbooks easy

Akita lets you add Tasks and Messages to Playbooks, how they should be assigned, and how they should be triggered.

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Automated Triggers

Automate your workflows with Triggers

Akita Playbooks can be started manually or triggered automatically when an Account or Contact enters a Customer Segment. You can even add multiple triggers to a single Playbook.

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Highly Configurable

Every Playbook—just how you want it

Our Playbooks are highly configurable. Do you want a Playbook to repeat every 30 days? Do you want to run a Playbook for every Contact in an Account? With Akita it's possible!

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Segment your customers by Playbook performance

With Akita, you can leverage insights from your playbooks to build a continuously-evolving engagement strategy and learn which Playbooks are helping your team—and your customers—achieve their goals!

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Get the Ball Rolling

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