Custify Launches Custify AI Home, a Unified Dashboard for Its Growing AI Agent Fleet

Custify expands fleet of AI agents and adds Custify AI Home, a new AI workspace that pairs AI Chat with an Agents dashboard and a live Feed. This launch signifies a major step forward in the AI-first customer success software space.

Romania, August 22, 2026 -- Custify, an AI-first customer success platform (CSP) for SaaS, today announced the launch of Custify AI Home, a dedicated AI workspace that includes Chat, Agents and a live Feed. The release follows Custify’s latest AI-first features in June and expands Custify’s already extensive roster of AI agents.

Custify, a recognized G2 leader in customer success software, said the new Custify AI dashboard contains all its agents and allows CSMs to talk to Custify AI using natural language.

“I now ask Custify AI for info directly before any QBR with a simple prompt. It triggers the right agent and shows me a clear list of churn risks with suggested next steps I can then take in the call.” - Vicky Kalbande, General Manager, Sleek Bill

“Custify AI’s chat is the main entry point. It will always trigger the right agents to answer questions or complete tasks, and also suggest other agents that can help,” said Philipp Wolf, CEO of Custify. “With these new features, Custify AI has all the knowledge about your customers, their health, and if you filled the Foundation, also your processes, rules and policies. It can now move from signal to action seamlessly.”

The full Custify update adds multiple AI features, upgrades to existing AI capabilities and other improvements:

1. Custify AI Home

Custify AI now lives in a separate category in the customer success platform’s menu. From there, Custify users can access the Chat function, a list of all the AI Agents available, and a Feed showing a breakdown of AI agent activity.

2. Expanded Agent Fleet

The Custify AI agent fleet has expanded to include:

• Portfolio Agents: renewal forecast, risk review and portfolio pulse agents.
• Specialist Agents: meeting prep & QBR, renewal strategy, account handover, expansion, onboarding, escalation response, win-back strategy, and executive brief agents.

3. AI Sentiment & Risk Analysis

The Conversation Analysis agent can now also read internal notes (option to toggle on/off) and use them to inform its sentiment score and churn risk.

4. Other Improvements

Custify now allows users to include a “Read File” step in their automated playbooks, being able to then pull fields from a document directly into company attributes.

More information available at custify.com.

About Custify

Custify is a customer success software company serving B2B SaaS companies. Its CSP helps teams centralize customer information, automate workflows, monitor health scores and improve customer retention and expansion. Custify is headquartered in Bucharest, Romania. More information available at https://www.custify.com.

Contact Info:
Name: Philipp Wolf
Email: Send Email
Organization: Custify
Phone: +40 740 004 265
Website: https://www.custify.com/

Release ID: 89201112

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