Automatic risk detection
After every check-in, Sembly sorts the client's complaints and blockers into the Risks and Issues categories.
AI meeting agent for customer success
A churn radar in every client check-in
Spot churn at the check-in, long before it shows up at the renewal.
How does Sembly help reduce churn?
Log the complaint before it becomes a cancellation.
Personalized insights
Sembly recommends next steps for each concern the client raised, tailored to the customer success manager's role.
Follow-up tasks with deadlines
Every promise made to the client becomes a task with an assignee and a deadline, so commitments never slip.
How does Sembly handle CSM handoffs?
Hand over the account with its full history attached.
Answer from 27 meetings What does Sembly build the QBR deck from?
Walk into the QBR with a deck built from the quarter's meetings.
The quarter's meetings
Results, open issues, and new requirements from every check-in, grouped into one collection for the quarter.
Uploaded account files
Usage reports, health scores, and account plans you add to Client Co.'s profile as materials for the deck.
Your QBR template
Your team's QBR structure and past decks, so every quarterly review follows the same proven format.
FAQ
How do customer success teams use Sembly?
Customer success teams use Sembly as an AI meeting agent for onboarding meetings, client check-ins, and QBRs. Sembly records each meeting, logs risks and issues per account, assigns follow-up tasks, and drafts QBR decks in the client’s brand.
Can Sembly spot churn risk?
Yes. After each meeting, Sembly sorts the client’s complaints and blockers into the Risks and Issues categories of key items, and personalized insights recommend next steps for the customer success manager.
Can Sembly create QBR decks?
Yes. Sembly drafts the QBR deck from a collection of the quarter’s client meetings and the account files you upload, then applies the client’s branding package, built from their website URL.
Which tools does Sembly send account updates to?
Native integrations send meeting notes, tasks, and transcripts to CRMs like HubSpot, Salesforce, and Microsoft Dynamics 365, and to Slack, Microsoft Teams, and Notion. Zapier, webhooks, and Sembly MCP connect the rest of your stack.
Is data separated between client accounts?
Yes. Each client has its own profile in the Clients Catalog, with its own meetings, materials, and branding package, kept apart from every other client.