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AI for customer success across the lifecycle

AI as a revenue driver

Redesign the entire customer lifecycle for maximum success. Combine AI solutions across acquisition, retention, sales expansion, and support for cumulative results.

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Follow a 3-step approach to supercharge your customer operations

End-to-end solutions always win

Most organizations sprinkle AI across uncoordinated projects and hope for magic. To create real value in customer success, a focused 3-step effort across key lifecycle stages is required.

Pre-sales and acquisition

Increase conversion from prospect to paying customer, while reducing incoming cases by resolving inquiries in a 24/7 personalized dialogue, using a themed public AI assistant on your websites or knowledge base.

Using only point-and-click, you can launch targeted AI assistant components for specific journeys, choosing from a vast template library.

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covington.example.com
 
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Graphic elements Layer 1 AI assistant Close Fullscreen Hello, I am an AI assistant to guide you with your search for appropriate medical services, navigate the Covington website, and perform the tasks that you may need. Go ahead and ask me anything. You are interacting with an AI system, not a human. If you need human assistance, let us know. Info Outline Language Can I help you making an appointment? Graphic elements Layer 1 Chat Language Home Ask any question… Mic

Retention and sales expansion

Improve retention rates, supercharge sales expansion, and reduce the amount of incoming customer cases, with AI assistance that replaces traditional onboarding and help features in existing web products, dashboards, or client portals.

All AI assistant components are implemented with point-and-click, and perform actions or generate responses that are both personalized and contextually relevant.

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chapman.example.com
 
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Graphic elements Layer 1 Star Outline Why are my actuals dipping? Your actual revenue is dropping under the projected forecast, because the September numbers have not been adjusted yet. Once the actuals of September have been processed, the results may be different. Although historical performance is by no means a guarantee for future results, the actual results of September last year suggest an upward adjustment. Thumb Down Thumb Up Content Copy 1 2 3 Revenue processing frequency Watch a tutorial video Play Circle Outline Common questions about revenue Call Made Search Actions Search Settings Ethernet Answer Close Ask Arrow Back Accounting Fullscreen Canvas 9 Layer 1 Chat Language Home Ask any follow-up question… Mic

Support team assistance

Reduce case handling time for customer support teams by offering them internally facing AI assistants answering incoming questions immediately.

You can deploy native apps for systems like Salesforce, Hubspot and Zendesk, or leverage the browser extension that detects requests automatically.

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eaccounting.nl
 
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Graphic elements Layer 1 Star Outline Can’t get search crawler to work I’m sorry you’re having trouble with the search crawler. First, check that the crawler has the necessary permissions without being blocked by robots.txt. Look at the logs for any error messages, and try restarting the crawler or clearing its cache. If the issue persists, consider updating to the latest version. Let me know if this helps or if you need more assistance! Thumb Down Thumb Up Content Copy 1 2 3 Respond with this message to the client Generate answer with advanced guides Open the dashboard of the client Call Made Search Actions Search Settings Ethernet Answer Close Ticket Arrow Back Crawlers Fullscreen Reply Extension Canvas 9 Layer 1 Chat Language Home Ask any follow-up question… Mic
Tailor-made for your organization

Deep customization

Customize the branding of one of our 20+ web components, personalize the AI responses with audience segmentation and persona, and create workflows that fit your business.

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What Onguard says

"It's remarkable how smooth the integration went. It did not only elevate our internal knowledge documentation, but also the solutions we provide to our customers - thereby enhancing the overall customer experience."

Frequently asked questions

Unless offers solutions for acquisition journeys, onboarding and adoption, retention and renewal, sales expansion, and support, all powered by AI skills and semantic search. These solutions help customers and employees get answers, complete tasks, and trigger next-best actions faster across digital channels.

On marketing sites and product pages, Unless can qualify visitors, answer detailed product or policy questions, and guide prospects to the right plans or next step. AI agents reduce drop-off in complex journeys and hand over rich context to sales or onboarding teams when human follow-up is needed.

Unless improves retention by helping customers complete key tasks, understand changes, and get value from your product or service without friction. AI agents can explain new features, guide users through renewals and policy updates, and surface risk signals so your teams can act before customers churn.

Unless agents can recommend relevant products, add-ons, or plan upgrades when customers show intent or reach milestones. By combining behavioral signals and approved playbooks, the platform can surface expansion opportunities to your teams or suggest next steps directly in the customer’s journey, while staying within your compliance rules.

Unless solutions reduce ticket volume by resolving common questions automatically and guiding users to the right content, workflow, or transaction. They improve self-service rates by making help more visible, easier to understand, and available around the clock in multiple languages, so support teams can focus on complex and high-value cases.

For public sites and help centers, Unless offers AI widgets and search experiences that sit on top of your existing content. They answer questions, recommend articles, and suggest next steps in journeys like sign-up, product comparison, and claims or applications, helping visitors solve problems without opening a ticket or making a call.

In portals and dashboards, Unless adds contextual AI help that understands the user’s role, data, and current screen. It can explain complex information, walk users through forms and workflows like onboarding or renewals, and trigger actions such as updates, requests, or plan changes, which reduces drop-offs and confusion.

Unless provides internal co-pilots for customer success, sales, and support teams, embedded in tools like CS platforms, ticketing, and CRM. These AI assistants summarize accounts and cases, surface health and expansion signals, suggest next-best actions, and automate updates so humans can focus on judgment and relationships.

Unless solutions are designed to respect your risk appetite and internal policies, with configurable guardrails, approval flows, and clear separation of environments. This makes it easier for legal, risk, and compliance teams to sign off on AI use cases in acquisition, retention, expansion, and support, and to approve expansion over time.

You measure impact through metrics such as deflection rate, time to resolution, portal usage, conversion, retention, and expansion. Unless surfaces these metrics in dashboards so you can track improvements by lifecycle stage, find gaps, and prioritize new flows and topics to automate.

Most organizations start with one high-impact area like the help center, a key onboarding flow, or a critical renewal process, and then expand to more journeys and teams. This phased rollout shows value quickly, builds trust with stakeholders, and creates a repeatable pattern for scaling AI across acquisition, retention, sales expansion, and support.

Unless supports change management by helping you define goals, stakeholders, training, and communication plans for each lifecycle use case. This ensures that teams understand how AI fits into their work and that customers know what to expect from new experiences.

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See our platform in action

Talk to our team about your use case and get a tailored walkthrough of how Unless can automate and scale your customer success workflows.

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