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.
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.
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.
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.
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.
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!
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!
Get Started with Akita
Akita is easy to use, but if you need help, our team is here to make your life easer. That’s why our our customers give us industry-leading satisfaction ratings