In most enterprises, customer data is everywhere. It’s spread across the CRM, customer support systems, product analytics tools, contract management platforms, and event marketing software. Each system holds a piece of the puzzle, and never the full picture. Each team, whether in sales, support, success, or product, needs something different from that data, at different points in the customer journey.
Accessing this data is difficult. Interpreting it in a holistic context while limiting assumptions is even harder. As a result, many customer conversations rely on partial insights, tribal knowledge, and best guesses.
The real questions we need to answer go deeper: How happy, satisfied, and engaged is the customer? Is our solution actively helping them solve challenges and realize value?
We get glimpses of the truth by asking questions like:
- Is product usage high and consistent?
- Are key features being adopted across teams?
- Is the customer leveraging both current and emerging use cases?
- What challenges remain unaddressed?
- Is the user base expanding and staying up to date on new capabilities?
- Are there broader industry pressures we can help with?
Without a clear, connected view of the customer, these answers stay buried in siloed systems or are never uncovered at all.
The Customer Intelligence Agent changes that. It brings customer signals together in one place and surfaces the insights that matter most, tailored to the moment and the team that needs them. As the fifth installment in our Agents in Action series, this agent showcases how AI-powered automation can unify your data, empower your teams, and deliver the clarity needed to drive lasting customer success.
Watch the Agent Showcase to learn how to build your own Customer Intelligence Agent with SnapLogic AgentCreator
The visibility gap
Understanding how a customer is really doing takes more than access to Salesforce, a support ticket queue, or any one application. It requires connecting product usage data with contract details. It means seeing recent escalations alongside upcoming renewals. It means knowing who attended last week’s event and what features they’re actively exploring. It means having context into the challenges of customers and communicating how the solution can help.
Most teams don’t have that holistic level of visibility. What they do have is fragmented data, siloed teams, and a reliance on gut instinct to fill in the gaps. The result? Missed red flags. Missed opportunities. And customer conversations that are often reactive or non-productive.
Meet the Customer Intelligence Agent
The Customer Intelligence Agent serves as a central nervous system for customer insights. Built using SnapLogic AgentCreator, it pulls from dozens of sources across your business to create a living, dynamic profile of every customer that is always current.
It collects data from tools like Salesforce, Zendesk, Box, Marketo, and your product analytics platform. It analyzes contract terms, flags support issues, identifies usage patterns, and even tracks marketing engagement. Then it packages that intelligence in a format your teams can actually use.
Whether it’s a quick update delivered in Slack or a detailed customer report with recommended next steps, the agent gives support, customer success, and sales teams the context they need to act decisively.
Inside the agent workflow
The agent is powered by a parent pipeline that orchestrates which insights are needed, how they’re retrieved, and where they should be delivered. When an inquiry occurs, the agent generates a Slack summary of the key highlights, lowlights, health, and engagement. It pulls relevant data from its sub-agents, which run in parallel to maximize speed.
These agents work in concert, handling everything from retrieving support history and product usage stats to checking upcoming renewal dates and surfacing customer health and engagement indicators. The results are fast, actionable intelligence that keep teams aligned and prepared.
Because it’s built using the SnapLogic low-code platform, the agent is easy to extend. Want to add a new data source or integrate a new tool? Simply create the supporting sub-agent and update the main agent’s prompt with its purpose.
Empowering customer-facing teams
The Customer Intelligence Agent equips your go-to-market teams with the insights they need, when they need them. By eliminating manual data gathering and surfacing the most relevant context, it helps every role engage more strategically and effectively across the customer lifecycle.
- Customer Success: Understand adoption trends, identify risks early, and personalize outreach and education with context.
- Support Teams: See open cases, flag repeat issues, and detect accounts that may need extra attention.
- Sales Teams: Prepare for renewal conversations with a complete view of contract status, engagement, and satisfaction signals.
- Product Teams: Analyze which features are driving value and which customers are hitting friction points.
- Marketing Teams: Understand what resonates with customers and why; to better amplify use cases, value, and benefits.
From guesswork to growth
Your teams shouldn’t have to dig through disconnected systems, chase down updates, or rely on incomplete information to support and grow customer relationships.
With SnapLogic AgentCreator, you can build AI-powered agents that unify customer data and deliver instant insight, giving every team a clear and more complete view of the customer. The Customer Intelligence Agent is just one example of what is possible.
What could your teams unlock with an agent of their own?
C'est maintenant à vous de créer.
Explore the possibilities in our Agent Showcase and see the Customer Intelligence Agent in action.
Curieux de savoir ce que vous pouvez construire d'autre ?
Découvrez des exemples concrets avec notre série Agents en action et laissez-vous inspirer pour devenir un AgentCreator.
