Your customer handoff is in one system. Account context is in another. QBR preparation lives in documents, meeting notes, Slack, and the CRM. Renewal signals appear too late, follow-ups take longer than they should, and important customer context still depends on someone remembering to connect the dots.

CS / CX teams carry a huge amount of context across onboarding, adoption, support, renewals, and expansion. The heavy work is often repetitive: synthesising notes, preparing account briefs, tracking actions, spotting risks, and turning scattered signals into something the team can use.

👉 This is a hands-on Customer Success workshop about how AI can take on that heavy work safely and practically. 💻 Bring your laptop and one CS workflow you want to fix. Leave with a working agent, and a clearer view of what your team can automate without losing the human relationship.

We’ll build live around the workflows CS teams deal with every week:

  • Sales handoff and customer-context synthesis

  • Onboarding and kickoff briefs with clear next steps

  • Account health, adoption, and renewal-risk monitoring

  • Stakeholder maps and executive account views

  • QBR and business review preparation

  • Voice-of-Customer synthesis and product feedback updates

  • ROI, expansion, and account-planning workflows

Agenda

11:00 — Arrival and welcome coffee11:15 — Welcome, icebreaker 🧊 and introductions11:30 — How the Causaly team is automating CS with agents 11:45 — Dust demo: the entire CS agentic journey - handoff, kickoff, QBR, and renewal12:00 — Guided build session13:40 — Show what you built, questions, and peer feedback14:00 — Resources and next steps, networking14:30 — Wrap

About the hosts

Causaly is the agentic AI platform for life sciences. It combines domain-specialized AI agents, precision knowledge graphs, and enterprise data to help R&D teams find and interpret scientific evidence, automate critical workflows, and turn complex research into faster, decision-ready intelligence.

Dust is the multiplayer AI system for human-agent collaboration. It gives teams a shared workspace where humans and agents work with the same company knowledge, tools, and goals. For Customer Success teams, that means moving from one-off prompts to reusable workflows that help handle the operational heavy lifting across the customer journey.

AI CS experts and facilitators:

  • Maddie Durnall, Senior CS Manager at Causaly

  • Gianna Gard, AI Deployment Strategist at Dust

  • Bruno Murray, Enterprise CS at Dust

Who’s this for

  • CSMs and CS / CX leaders

  • CS Operations and Revenue Operations teams

  • Customer Experience and Support operators

  • Account management and onboarding teams

  • People responsible for AI adoption within Customer Success

📅 September 24🕚 11:00 - 14:30📍 Aethos London Shoreditch, London

Aethos London Shoreditch is a premium lifestyle venue that functions as an "anti-club" private members' community and luxury 5-star boutique hotel.