Customer Success

CS teams that know the product win more customers.

Product knowledge, customer scenarios, and retention playbooks: delivered in Slack where your team already lives. Ramp CSMs faster. Keep veterans sharp.

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How it works

Onboard your CSMs. Test their knowledge. Measure readiness.

01Onboard
CSM Onboarding Track
Scheduled
Target
New CSMs (3 members)
Starts
Monday, 9:00 AM
Q
Product Deep-Dive
10 questions
Ready
Q
Customer Scenarios
8 questions
Ready
S
Onboarding Feedback
Week 2
Scheduled

Ramp new CSMs fast

Deliver structured onboarding tracks that teach product knowledge, customer scenarios, and best practices: all in Slack.

02Certify
Customer Scenarios
3 of 5
A customer's adoption dropped 30%. What's your first step?
Offer a discount
Schedule a discovery call
Send documentation
2/2 correct

Quiz for mastery

Scored quizzes test real-world customer scenarios and surface knowledge gaps before they impact retention.

03Retain
Team Readiness
Live
1
AT
alex.thompson
96%
2
MS
maria.santos
94%
3
JL
jordan.lee
91%
Team avg: 88%
View all

Track team readiness

See who's certified, who needs a refresher, and which topics need more coverage across the team.

Results that drive retention

Faster ramp. Fewer escalations. CSMs who know the product inside-out. Training that pays for itself.

CSMs ramp in weeks, not months

New CSMs get up to speed when product knowledge is delivered daily in Slack, not buried in a forgotten wiki.

CSM Onboarding
4 weeks
3 of 5 completed
Welcome & product intro
Day 1 · Intro
Core product features
Week 1 · Quiz
Customer scenarios
Week 2 · Quiz
4
Troubleshooting
Week 3 · Quiz
5
CSM Certification
Week 4 · Quiz

Fewer escalations to support

CSMs who know the product handle more issues themselves. Fewer tickets to engineering, faster resolution for customers.

Knowledge that sticks

Spaced repetition means product updates and customer playbooks are retained, not forgotten after onboarding.

Real-time readiness insights

Know exactly which CSMs are ready for that enterprise account, and who needs a refresher first.

Built for how CS teams learn

Quizzes, Tracks, and Surveys: delivered in Slack. The same tools L&D teams love, tailored for customer success.

Quizzes that test real scenarios

Multiple choice, true/false, scored quizzes: all completed in Slack. Test product knowledge, customer scenarios, and troubleshooting. AI generates questions from any text.

Customer Scenarios
4 of 8
How do you handle a churn risk customer?
Offer immediate discount
Diagnose root cause first
Escalate to manager
3/3 correct
CSM Onboarding
4 weeks
Day 1
Intro
Week 1
Product
Week 2
Scenarios
Week 4
Certify

Tracks for new CSM onboarding

Schedule quizzes, messages, and check-ins across weeks. Day 1 intro → Week 2 product deep-dive → Month 1 complete.

Feedback
How confident with new features?
Low
High

Surveys to close the loop

Pulse check after training. Gather feedback on enablement. Anonymous or tracked: your choice.

Quiz results with leaderboards

See who's scoring highest on product quizzes. Share results to Slack channels. CS teams love the healthy competition.

CS Knowledge Champions
This week
1
AT
alex.thompson
96%
2
MS
maria.santos
94%
3
JL
jordan.lee
91%
4
SK
sam.kim
88%
5
RP
riley.patel
85%

Track completion & scores

Who finished, who's behind, average scores by quiz and by team. Export reports when leadership asks.

Team Readiness
Export
91%
Completion
88%
Avg. score
4
Weeks
Product features
94%
Customer scenarios
88%
Troubleshooting
82%

All in Slack. No separate platform.

CS enablement, delivered in Slack

Product knowledge, customer playbooks, and certifications: all arriving where your CSMs already work.

NEW CSM ONBOARDING
Doozy logo

Doozy

👋 Hey @Jamie Rivera! Welcome to the Customer Success team!

Over the next few weeks, you'll get daily product knowledge quizzes and customer scenario training to get you ramped and ready to own accounts. Each one takes 3 minutes or less.

Your training track:

📦 Core Product Features (Week 1)

🎯 Customer Scenarios (Week 1-2)

🔧 Troubleshooting & Escalations (Week 2)

CS Enablement • New CSM Onboarding

CUSTOMER SCENARIO QUIZ
Doozy logo

Doozy

🧠 Customer Scenario Check

A customer reports their team adoption dropped 30% this month and they're considering churning.

What's your first response?

Question 3 of 5 • Customer Retention Quiz

PRODUCT UPDATE
Doozy logo

Doozy

🚀 New Feature Training: Advanced Analytics

We just launched Advanced Analytics for enterprise customers. Quick quiz to make sure you're ready to demo it.

💡 Customers are already asking about this. Get certified before your next call!

Product Training • Feature Launch

TEAM LEADERBOARD
Doozy logo

Doozy

🏆 Weekly CS Knowledge Leaderboard

🥇 Alex Thompson — 96% avg score

🥈 Maria Santos — 94% avg score

🥉 Jordan Lee — 91% avg score

📊 Team average: 88% | 🎯 Goal: 90%

Posted to #cs-team

CSM COMPLETED
Doozy logo

Doozy

🎉 @Jamie Rivera just completed the Product Expert course!

They completed all 5 modules and scored 93% on the final assessment.

Jamie is now certified to:

✅ Own enterprise accounts independently

✅ Lead product deep-dive sessions

✅ Handle tier-2 escalations

Posted to #cs-wins

Want to see it in action? Book a demo

Integrations

Integrates with your existing tools

Connect your HRIS to auto-sync employees. Engage your team where they already work: in Slack.

50+ HRIS Integrations

BambooHR, Workday, Justworks, Rippling, HiBob, and more

Built for Slack

Engage your team where they already work, no new apps to learn

SOC 2 Compliant

Enterprise-grade security with data encryption and audit trails

BambooHRWorkdayJustworksRipplingHiBob+45 more
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Build a CS enablement engine
in minutes

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