AI for Customer Success From Reactive to Predictive

Use AI to automate tasks, personalize engagement, and drive proactive customer success.
What you'll learn
✓ Automate and optimize daily Customer Success tasks using AI-powered workflows and tools.
✓ Design personalized customer journeys at scale using AI insights, behavior, and sentiment.
✓ Use predictive AI signals to proactively manage churn, renewals, and expansion opportunities
✓ Create a practical, ethical AI Customer Success strategy that keeps humans in control.
✓ Interpret AI dashboards and health scores to drive confident, data-informed customer decisions.
✓ Integrate AI into CRM, CS platforms, and collaboration tools to improve team efficiency.
✓ Prepare for the future CSM role by combining empathy, strategy, and AI-driven insights.
Requirements
● Basics of Customer service
Description
AI for Customer Success is changing how modern Customer Success teams engage, retain, and grow customers.
This course shows you how to use AI and intelligent workflows to automate Customer Success tasks, personalize customer journeys, and make data-driven decisions that improve retention and expansion.
You'll learn how Customer Success AI supports proactive account management by analyzing customer behavior, sentiment, and usage data. The course explains how AI helps predict churn, identify expansion opportunities, and recommend next-best actions—so you can act before problems arise.
Designed for Customer Success Managers, CS Operations, and CX professionals, this course is non-technical and practical. You'll explore real-world use cases for AI in Customer Success platforms, CRMs, and collaboration tools. You'll also learn how to interpret AI dashboards, customer health scores, and predictive insights with confidence.
A strong focus is placed on human-centered AI. You'll discover how to combine emotional intelligence with AI-driven insights, ensure ethical and transparent AI usage, and drive adoption within Customer Success teams—without losing the personal connection customers value.
To complete the learning experience, you'll build a practical AI-powered Customer Success strategy in a capstone project you can apply immediately in your organization.
If you want to future-proof your Customer Success career and lead smarter, more personalized, and more proactive customer relationships, this course will give you the skills and clarity to get started.
Who this course is for
■ Customer Success Managers (CSMs) who want to use AI to work more proactively and strategically
■ Customer Success Operations and Enablement professionals looking to automate workflows and scale impact
■ Customer Experience (CX) and Account Management professionals interested in AI-driven personalization
■ CS and CX team leads or managers preparing their teams for AI adoption and change
■ SaaS and subscription-based business professionals focused on retention, renewals, and expansion
■ Professionals curious about AI in customer-facing roles who want practical, non-technical use cases
Homepage

https://www.udemy.com/course/ai-for-customer-success/

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