Workflow + Context - The Keys to the AI Kingdom

Conferences are optimism machines. Booths buzzing. Demos landing. Leads flowing. We felt that energy at last week’s Customer Success Summit in San Francisco (shoutout Customer Success Collective).

AI was everywhere… and yet, interestingly, a lot of teams had quietly removed “AI” from their booth copy. In sessions, it was a theme, but not the only one. One large vendor poll summed it up: ~20% of the room had anything agentic in production, and zero had fully autonomous agents in the wild. Translation: minimal day-to-day use (other than the “here is a copy of this transcript, write a follow-up email for me), and nothing without humans in the loop.

Here’s what we’re seeing across teams right now:

• Healthy skepticism. The promise is massive; the proof is still spotty.
• No runaway “killer app” beyond dev tooling. Yet.
• Context is everything. Data is everywhere, so agents struggle to act with confidence.
• Workflows weren’t built for AI. Bolting AI onto legacy motions is…clunky.
  
  

Meanwhile, CS and post-sales orgs are heads down on the basics: mitigate churn, drive expansion, keep customers happy. If an AI project lacks context or doesn’t slot neatly into existing workflows, it stalls. Fair.

Short answer: they could, but they don’t have to move at the exact same speed.

With the right context engine, AI is useful now. Humans still handle the “last inch” (approve, edit, send), while agents do the heavy lifting:

• Synthesize scattered signals for meeting prep
• Update/retrieve records across systems of record
• Detect change (health from Green → Red)
• Recommend next steps (check Linear ticket BIG-558, share this Slack thread with Product, notify the customer with this update)
  
  

That’s real productivity today. Teams that also reshape workflows in parallel will pour fuel on the fire and likely win big. But there’s plenty of value before a full workflow rethink.

We’re building the context engine that makes agentic AI practical for CS and GTM:

• Plug in notes, email, calendar, Zoom/Gong, Salesforce, Linear, etc.
• Get intelligent briefings, health and risk signals, and suggested follow-ups
• Prioritized actions to start your day based on key changes within and across your customer base
• Keep humans in control, while agents clear the admin clutter

Workflow + context is the combo. Get the context right, and AI stops being theater and starts being a workhorse. Then evolve the workflow and scale the gains.

We’re early, and that’s a good thing. The teams embracing context-first, human-in-the-loop AI will move fastest from hype to habit.

If this resonates, we’d love to show you what we’re building.