GoCSM AI connectors
Ask better questions about your clients.
Bring your agency’s client activity and revenue into a supported AI assistant. Find what needs attention, then use the connected tools to act.
Included with active Basic, Pro and Premium plans.
Questions you can ask
Which clients haven’t logged in?
Where are the feature adoption gaps?
Which payments need attention?
Example questions, answered using the data available to your connection.
Useful agency tasks
Start with your client questions.
Review client activity.
Ask about sub-accounts, users, recorded logins, feature adoption and client health.
Understand agency revenue.
Review recurring revenue, renewals and failed payments through supported GoCSM tools.
Take a supported next step.
Eligible connected tools can trigger a workflow, request feedback, send a message or update account priority. These actions can send messages or change data; review the intended action before authorizing it.
Connection and access
Your agency. Your connected tools.
01 / Choose an eligible plan
You need active Basic, Pro or Premium billing. The Login Activity entry plan does not include AI connectors.
02 / Connect your assistant
Use the GoCSM connection flow with a supported AI client. Sign in to authorize the agency and access available to that connection.
03 / Ask, review, act
Start with a client question. Check the source data and available tools, then authorize the follow-up you intend.
Put your client questions to work.
Choose a full plan with eligible AI connectors.