AI for Customer Success from AI Academy by SmarterX.
55mIntermediate2026-09-02
Authors

AI Academy by SmarterX
Course details
Customer success has always been constrained by human capacity. There are only so many accounts one CSM can watch, only so many calls to review, only so many risks to catch before something goes wrong. AI is changing that math. This course shows customer success professionals how to move from reactive account management to proactive value creation, treating AI as a working partner rather than a replacement. Start by looking at what AI is doing across the function today, from continuous account monitoring to earlier risk detection and personalized engagement at scale. Then, unbundle your own role into individual tasks, rate each one by value and ability, and build a workbook that shows where to focus first. Once your priorities are clear, learn a straightforward method for picking the right tool for each use case: the AI already inside your CRM, a frontier model like ChatGPT or Claude, or a purpose-built vendor product.
Concepts
Introduction
- Introduction - AI for Customer Success
The State of AI for Customer Success
- AI is changing everything
- AI for customer success case study
- Your AI opportunity in customer success
- Exercise - Take the AI-forward pledge
Applying the Use Case Model to Customer Success
- The use case model for AI
- The use case workbook
- How to prioritize use cases
- Exercise - Complete your use case workbook
Finding AI Tools for Customer Success
- The three tiers of AI technology
- Tier 1 - Existing tech
- Tier 2 - Frontier models
- Tier 3 - Third-party tools
- Tying it all together
- Exercise - Match tools to your use cases
Conclusion
- The end of the course but the next step in your journey