Retain and upsell your customer base with our AI Account Manager
Our AI Account Manager nurtures your existing customers, provides account updates, proactively checks in, identifies upsell opportunities, churn risks, collects feedback, and ensures retention completely automated.
How our AI account manager works:
Automate client engagement & grow accounts on autopilot
1. Hire Agent & Set Up Account Management Strategy
- Hire AI Account Manager
- Set up customer success playbook
2. Set Goal & Add Customer List
- Set goal (Get feedback)
- Upload customer list or sync from CRM
3. Customize Outreach Campaign
- Finalize email, SMS and phone call sequences
- Do a dry run
4. Launch & Optimize
Mission
- Review feedback
- Take manual action as needed
AI Account Manager
Reaches out to your customers by email, call, text to provide updates on your service/work/product and gather feedback on work progress/service/product usage so far.
Sends work progress/product usage updates and asks for any feedback
Reminds and converses based on emails sent.
Texts reminders, manages replies
Proactive and scalable Account Management
Our AI Account Manager automatically engages your customers via personalized emails, SMS, and phone calls checking in, collecting feedback, identifying upsell opportunities, accounts at risk, and ensuring retention. Your human account managers can just focus on high-value relationships, solving accounts at risk, and closing upsells.
Integrates with your CRM and Subscription softwares
Our customers say
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Our clients
Our AI Account Manager’s mission is simple
Keep customers happy, reduce churn, and drive upsells with no human effort.
Frequently Asked Questions (FAQs)
An AI Account Manager automatically reaches out to your existing customers through email, phone calls, and text messages. It provides updates on your service or product, checks in on their experience, collects feedback, spots upsell opportunities, and flags accounts that might be at risk of churning — all without your team having to lift a finger.
A human account manager can only handle so many clients at once. The Squirrels.ai AI Account Manager works at scale, reaching out to your entire customer base simultaneously with personalized, context-aware messages. Your human team can then focus exclusively on high-value relationships, solving problems that need a personal touch, and closing upsells the AI has already surfaced.
Yes. It doesn't just send one-off emails and go silent. It conducts context-driven phone calls and text exchanges based on prior communication, so customers feel like they're being followed up by someone who actually knows their history with your company.
It reaches customers through all three major channels: email, phone calls, and SMS. You can customize the sequence and timing for each, so the outreach feels natural and fits your brand's communication style.
Getting started is a straightforward four-step process: you hire the AI Account Manager agent, upload your customer list or sync it from your CRM, customize your outreach sequences, and then launch your campaign. You can even do a dry run before going live to make sure everything looks right.
Yes, it integrates with your CRM and subscription software, so you can sync your customer data directly rather than manually uploading lists. This keeps your outreach current and tied to your existing workflows.
That's one of its core purposes. By proactively checking in with customers and gathering feedback, the AI Account Manager helps you catch signs of dissatisfaction early, before a customer quietly cancels. The agent surfaces at-risk accounts so your team can step in at exactly the right moment.
The outreach is designed to be personalized and context-aware, but how you position it to your customers is up to you. Squirrels.ai trains the agent on your company's processes and documentation, so the communication reflects your brand's voice and tone.
Any business with a recurring customer base stands to benefit significantly — SaaS companies, staffing firms, healthcare providers, professional services, manufacturers, and more. If you have customers who need regular updates, check-ins, or renewal conversations, an AI Account Manager can handle that volume automatically.
It's quite a bit more than email automation. The AI Account Manager combines email sequences, live phone calls, and SMS into a single coordinated outreach strategy. It also actively listens and responds, identifies upsell signals, flags churn risks, and feeds that intelligence back to your team — making it a full-service client retention and growth tool, not just a message scheduler.