Sol — Advocacy agent · for customer success and account leaders
Sol identifies real outcomes, prepares renewal and referral moments, and asks before every customer-facing offer.
Product safeguards support privacy and responsible AI use, including company-scoped access, disclosed AI interactions, human approval boundaries and decision records. These are not certifications; each customer remains responsible for its use case and legal assessment.
The problem
Outcome evidence stays in account notes
Referral asks come at the wrong time
Expansion is proposed without customer context
The solution
Reads CRM, helpdesk and product usage, so every number and recommendation traces to a source.
Uses customer promises, consent, health and commercial rules from your company knowledge, not generic playbooks.
External commitments, spend, people decisions and policy exceptions always need a human.
What the constraint costs
Annual formula: missed referrals × average referral value × 12 months
Annual constraint cost
€180,000 / year
POTENTIAL SAVING
35%
ANNUAL COMPARISON
€42,000
Typical outsourced customer success cost
Illustrative assumptions only. Potential saving is your selected scenario, not a forecast. Nothing is saved.
Compare
Annual cost
Today
€30,000+
Agent
€2,988 (€249/month)
Time to start
Today
2–6 weeks
Agent
Same day
Business context
Today
Repeated briefings
Agent
Your live rules and knowledge
Live data
Today
Exports and reports
Agent
Connected systems
Human approval
Today
Ad hoc
Agent
Boundaries and audit history
KPI accountability
Today
Activity reports
Agent
CEO dashboard plan vs actual
| Customer success freelancer | Sol | |
|---|---|---|
| Annual cost | €30,000+ | €2,988 (€249/month) |
| Time to start | 2–6 weeks | Same day |
| Business context | Repeated briefings | Your live rules and knowledge |
| Live data | Exports and reports | Connected systems |
| Human approval | Ad hoc | Boundaries and audit history |
| KPI accountability | Activity reports | CEO dashboard plan vs actual |
Alternative costs are illustrative market estimates.
Mistakes it prevents
Referral asks mistimed
Only proven, positive moments trigger a draft.
No proof of outcome
Evidence is captured at milestones.
Renewal risk ignored
Health changes surface before renewal.
Consent overlooked
Public use always requires approval.
Capability boundaries
Ideal result
Verified customer success creates growth without manual advocacy campaigns.
The tension to solve
Increase referrals and expansion without exhausting trust or using unapproved claims.
Feedback loop
Compare referrals, expansion and retention with plan; propose the next consent-safe advocacy action.
Routine tasks
Make it behave your way
Tell the agent how your department works. It follows your rules, stops at your limits and writes in your voice.
Rules
Limits
Tone
Data it connects to
Accounts and renewals
Must connectHubSpot · Salesforce
Times renewal and referral asks.
Support tickets
Must connectZendesk · Intercom · Freshdesk
Avoids asking unhappy clients for referrals.
Product usage
RecommendedMixpanel · Amplitude
Proves outcomes with real usage.
NPS and reviews
RecommendedDelighted · G2 · Trustpilot
Finds promoters ready to advocate.
Billing
RecommendedStripe · Chargebee
Spots expansion and churn risk.
No system for this yet? Upload a sheet or CSV, or connect any tool through a custom API.
Approvals in Slack
Example messages. Every proposal shows its source data, and every decision is logged. Slack and Microsoft Teams are planned at launch.
Umbrella Co gave NPS 10 and cut reporting time by 40% this quarter.
Ask Jane for a referral and a G2 review?
Source: Delighted · Mixpanel · HubSpot
Hooli uses 48 of 50 seats and renews in 30 days.
Propose a 75-seat tier at renewal?
Source: Stripe · Amplitude
Designed for EU readiness
Human oversight
You define which actions run and which require approval.
Traceable sources
Outputs can point back to connected records and documents.
Audit history
Actions, approvals and changes are designed to remain reviewable.
Access and retention
Role-based access and configurable retention are planned controls.
EU hosting options
EU-region deployment options are part of launch readiness.
These planned controls support GDPR and EU AI Act readiness. They are not a certification or legal guarantee; each customer remains responsible for its own assessment.
Moves your dashboard
MEASURED KPI
Referrals generated
Success → Lead output against plan
MEASURED KPI
Expansion revenue
Growth from existing customers
MEASURED KPI
Net revenue retention
Retention plus expansion
MEASURED KPI
Referral rate
Successful clients who refer
Closed-loop improvement
Compare referrals, expansion and retention with plan; propose the next consent-safe advocacy action.
We're onboarding teams in small groups.