Commercial AI Automation

Give every team AI that understands the customer and can do the work

Build agents and automations on trusted customer intelligence so AI can monitor conditions, prepare decisions, coordinate workflows, and carry out approved actions with evidence and control.

See how it works

Built forRevenue Operations, Customer Operations, Customer Success, Sales, Product, Operations, and IT governance teams

Agents4 live · 2 paused or draft

Each agent is a condition and an action. Ask a question, then turn the answer into an agent — it keeps checking and acts or alerts when the condition holds.

32 actions taken this month

Active seats drop 25% in a month

LivePause
When

active_seats falls more than 25% month over month on any account

Then

Alert #cs-risk in Slack with the account and the ARR exposed

All 312 accounts · 14 runs · last fired today 08:12

Plan downgrade mentioned

LiveNeeds approvalPause
When

An account asks about a lower tier in email, call notes or tickets

Then

Draft a retention email and hold it for the AE to approve

Growth+ accounts · 3 runs · last fired 28 Aug

Churn risk crosses the line

LivePause
When

Churn probability passes 30%, or two precursors land in the same week — champion gone, workflows stopped, seats shrinking

Then

Open a save play in Actions, alert the owner and hold the next nurture email

All 312 accounts · 7 runs · last fired today 08:04

Illustrative product interface

Valuable outcome

Make AI commercially useful by connecting intelligence to execution

Turn AI from a general assistant into a context aware worker that understands customer history, product behavior, commercial importance, company rules, and the goal of the workflow.

01

Commercial importance

The return from AI appears when it improves a real operating process

Automating repeated research, preparation, coordination, and follow up increases capacity and consistency while preserving human attention for judgement and relationships.

Why the process breaks

Generic AI can write, but it cannot reliably operate without context and control

Most AI tools sit beside the workflow. Commercial work requires account history, product signals, business rules, ownership, system access, and an understanding of consequences.

01

Context is incomplete

The AI sees one document instead of the full customer and commercial situation.

02

People remain the integration layer

Employees still move information, create tasks, update systems, and verify completion.

03

Trust is weak

Recommendations are difficult to review when evidence, confidence, and rules are hidden.

04

Success measures output

Teams count summaries and messages instead of process quality and business results.

The Pace approach

Pace lets teams build governed agents on top of trusted customer intelligence

Every agent operates with a defined objective, relevant customer context, approved tools, clear triggers, company rules, human approval points, and measurable success criteria.

01

Define

Set the objective, scope, success criteria, and boundaries of the agent.

02

Ground

Give the agent relevant customer intelligence and company knowledge.

03

Trigger

Start from a signal, event, schedule, threshold, or human request.

04

Prepare

Review evidence, apply rules, recommend a decision, and prepare actions.

05

Approve and act

Route sensitive steps to people, then complete approved work.

06

Improve

Record decisions, errors, process time, completion, and business outcomes.

Maturity path

Move from personal AI assistance to governed commercial orchestration

Stage 11

Personal assistance

Individuals use AI for summaries, drafts, and isolated research.

Faster tasks
Stage 22

Repeatable automation

Teams automate selected tasks with triggers and templates.

Consistent workflow
Stage 33

Context aware agents

Agents monitor, prepare decisions, and coordinate actions with approval.

Useful execution
Stage 44

Governed orchestration

A portfolio of agents coordinates processes while people control sensitive decisions.

Scalable autonomy

Platform capabilities

The platform capabilities behind commercially useful AI

Every capability connects to the same operating loop, from customer evidence to a decision, an action, and a measured outcome.

01

Agent Studio

Define objectives, instructions, scope, success criteria, and boundaries.

02

Customer Context

Ground agents in Account 360, signals, evidence, behavior, and history.

03

Trigger Builder

Start workflows from account changes, events, dates, schedules, or requests.

04

Tool and System Actions

Read and update approved CRM, support, messaging, and internal systems.

05

Human Approval Controls

Require review for sensitive recommendations, communication, and actions.

06

Agent Performance

Measure process time, quality, acceptance, errors, completion, and impact.

Illustrative scenario

A renewal review is prepared and coordinated before the team begins the meeting

01Situation

A CSM gathers usage, support history, calls, commitments, stakeholders, commercial details, and requests. Research, document preparation, tasks, and CRM updates take significant time.

02Pace in action

A renewal preparation agent gathers context, identifies changes and risks, produces an evidence linked brief, proposes the agenda and actions, and requests approval.

03Commercial difference

The CSM focuses on judgement and the customer relationship. Preparation becomes consistent, actions are tracked, and leadership can measure whether quality improves renewal outcomes.

Request a demo

Bring one repetitive customer workflow and see how Pace could operate it

See how Pace could turn a commercial process into a governed agent workflow with evidence, approvals, system actions, and measurable outcomes.

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Bring one workflow that consumes repeated research, coordination, or follow up and we will map the agent design.
From signal to outcomeReady to map
Customer signal→Pace intelligence→Approved action
Approve renewal preparation workflow

Evidence, ownership, controls, and outcome remain connected.

Explore another solutionScalable Customer Operations