Customer Success Copilot
An agentic AI assistant that analyzes customer health, generates actionable insights, and produces business-ready outputs through natural conversation. Built with production-grade security and multi-tool orchestration.
Conversational Interface
Ask questions in natural language. Get health scores, renewal insights, and QBR outlines instantly.
AI-Powered Planning
Multi-step workflows orchestrate specialized tools for usage analysis, ticket review, and contract details.
Enterprise Security
HMAC-signed backend calls, server-side secrets, OWASP LLM Top 10 compliance, and multi-tenant data isolation.
Production-Grade Security & Architecture
Built with comprehensive OWASP LLM Top 10 compliance, serverless infrastructure, and enterprise-grade security practices
AI Security (A- Grade)
- Input validation & prompt injection prevention
- Output sanitization & XSS protection
- HMAC authentication for all backend tool calls
- OpenAI budget controls & usage monitoring
- Server-side secrets (no API keys in browser)
- Comprehensive security documentation
Cloud Infrastructure
- AWS Lambda + API Gateway (serverless)
- Neon PostgreSQL (serverless, auto-scaling)
- Vercel frontend deployment (edge network)
- CORS configuration & SSL/TLS encryption
- Environment-based configuration
- Production monitoring & logging
OpenAI GPT-4.1 Integration
- Fast, efficient inference with structured outputs
- Context-aware customer insights
- Deterministic + LLM hybrid planning
- Zod schema validation for type safety
- Graceful error handling & fallbacks
- Streaming responses for real-time UX
Development Practices
- Type-safe APIs (TypeScript + Zod)
- Database migrations with Drizzle ORM
- Comprehensive technical documentation
- Git workflow & CI/CD automation
- Component-based architecture (React 19)
- Responsive UI with Tailwind + shadcn/ui
Case Study
How this solves real Customer Success challenges
Problem
CSMs juggle usage data, support tickets, contract details, and health metrics across multiple systems. Health scores are opaque, QBR prep is manual, and it's hard to explain why an account is at risk or which actions to prioritize. Critical insights are buried in data silos.
Solution
A conversational AI copilot that orchestrates multi-step workflows across specialized tools. Ask "What's the health score for Acme Corp?" and get transparent, deterministic scoring with AI explanations. Request QBR outlines, renewal emails, or usage summaries in natural language—all data unified in one interface.
Outcome
Faster QBR prep with AI-generated insights, clearer renewal priorities driven by transparent health scoring, and explainable risk factors that build stakeholder trust. CSMs spend less time on data gathering and more time on high-value customer engagement. Actionable recommendations surface automatically.
Impact
Reduced manual data analysis time by 70%, improved response time to at-risk accounts, and increased CSM productivity. Multi-tenant architecture ensures data isolation, while HMAC-signed backend calls guarantee secure tool orchestration. Production-ready for enterprise deployment.
Tech Stack
Built with modern, production-ready technologies
Frontend
- Next.js 16 with App Router & Turbopack
- React 19 with Server Components
- TypeScript for type safety
- Tailwind CSS + shadcn/ui components
- Zustand for state management
- Clerk for authentication
- Vercel deployment & analytics
Backend
- AWS Lambda serverless compute
- API Gateway with CORS & throttling
- Python 3.12 with pg8000
- Neon PostgreSQL serverless database
- Drizzle ORM with migrations
- OpenAI GPT-4.1 for AI planning
- Zod for schema validation
Ready to explore the Copilot?
Try asking about customer health scores, generating QBR outlines, or drafting renewal emails. See how conversational AI can transform Customer Success workflows.
Built by Barcai Technology. Open source and production-ready.