Kaelio | The Intelligence Layer for Customer Success

Q: How is this different from Gainsight?

Gainsight is your CS system of record, where you manage accounts, run playbooks, and track health scores. Kaelio is an intelligence layer that sits on top. It connects to Gainsight along with your CRM, product analytics, and support tools, then correlates signals across all of them to surface risks and opportunities no single tool can see on its own. Your team gets scheduled digests with recommended actions, and your CSMs can ask Kaelio questions about any account directly in Slack. No dashboard required.

Q: Do I need to replace my existing CS tools?

No. Kaelio connects to your existing stack: Gainsight, Salesforce, Mixpanel, Intercom, and others. It reads from your tools, correlates signals across them, and delivers intelligence where your team already works (Slack, Teams, email). Nothing to migrate, nothing to rip out.

Q: How long does setup take?

Most CS teams are up and running in under 15 minutes. Connect your data sources, pick a CS template or build your own, and Kaelio starts monitoring. Your first digest can arrive by the next morning.

Q: How does Kaelio decide which accounts need attention?

Kaelio watches engagement patterns, usage trends, support ticket velocity, and renewal timelines across your connected tools. It flags accounts where multiple signals converge, like declining usage plus an upcoming renewal plus open tickets. Start with proven thresholds out of the box, then Kaelio adapts based on which alerts your team acts on, so the signals get sharper over time.

Q: What if our health score model is custom?

Kaelio starts with proven CS templates, but you can adjust signal weights, thresholds, and risk criteria to match your model. From there, Kaelio keeps tuning based on which alerts your team acts on. The system adapts to your workflow, not the other way around.

Q: Is our customer data secure?

Yes. Kaelio is SOC 2 compliant and uses 256-bit encryption at rest and in transit. Your data is never used to train models or shared across customers. We offer SSO, role-based access, and audit logs for enterprise deployments.

Account	Health Signal	Recommended Action
Acme Corp	Engagement -34%Mixpanel + Zendesk	Schedule check-in
Globex Inc	Usage +42%Mixpanel + Salesforce	Propose upgrade
Initech	3 open ticketsZendesk + Gainsight	Escalate to engineering

Built for Customer Success

The problems CS teams actually need solved.

Kaelio connects your entire CS stack and surfaces the signals no single tool can show you. Your team retains, expands, and grows accounts with the full picture.

Customer Success

Churn signals hiding across your tools

Usage declining in one tool, support tickets spiking in another, a champion gone quiet in your CRM. No single tool sees the full picture. Kaelio connects them and flags the risk before it's too late.

✓Correlates signals across CRM, support, and analytics
✓Flags silent churn risk 4-6 weeks early
✓Recommends personalized intervention timing

Acme Corp-34% engagement

Initech3 open tickets

GlobexHealthy

Customer Success

Expansion signals nobody's tracking

Usage is spiking in product analytics. Seats are growing in your CRM. Nobody's cross-referencing them. Kaelio watches for expansion patterns across your stack and surfaces the opportunity with ARR potential.

✓Cross-references usage, billing, and CRM signals
✓Identifies feature adoption patterns across tools
✓Estimates expansion ARR potential

+42%

Usage

+12

Seats

$45K

Potential

Customer Success

QBR & renewal prep in minutes

Kaelio pulls ROI metrics, usage trends, and support history from across your stack and compiles them into a ready-to-go brief with talking points and renewal context. Minutes instead of hours.

✓Auto-generates QBR briefs with ROI metrics
✓Compiles usage trends and success highlights
✓Prepares renewal talking points and risk context

Acme Corp · QBR in 3d

$85K ARR · Enterprise · Renewal Mar 15

Brief ready · 4 talking points

Customer Success

Account health at a glance

A composite health score built from every connected tool, updated daily. CRM activity, product usage, support load, and billing data in one view. Spot declines early, keep a prioritized action queue.

✓Health score derived from all connected sources
✓Trend tracking with weekly comparisons
✓Prioritized action queue by urgency

Healthy112

Watch28

At Risk9

Customer Success

NRR visibility without another dashboard

You shouldn't need another platform to know where NRR stands. Kaelio synthesizes expansion, contraction, and churn from your existing tools and delivers it to Slack, Teams, or email.

✓Tracks expansion and contraction by account
✓Real-time NRR tracking across your portfolio
✓Delivered where you work, no new dashboard to check

112%

NRR

+$180K

Expansion

-$42K

Contraction

Customer Success

Team scaling without losing context

When CSMs transition accounts, Kaelio compiles the full picture from every connected tool into a handoff brief: CRM history, support threads, usage trends, relationship context. Nothing gets lost.

✓Full account history available instantly
✓Automated handoff briefs for transitions
✓Relationship context preserved across team changes

Handoff: Sarah → Mike

12 accounts · Full context transferred

Handoff brief generated

How It Works

From connected tools to account intelligence in minutes

Connect your CS stack

Plug in your CRM, customer success platform, product analytics, and support tools. Kaelio maps your accounts and relationships across systems, creating a unified view of account health in minutes.

One connected foundation. Your entire book of business, unified.

OverviewAccountsMonitorsSources

Salesforce

CRM · 12 objects synced

Connected

Gainsight

CS Platform · Health scores & playbooks

Connected

Mixpanel

Product Analytics · Usage & adoption

Connected

Zendesk

Support · Tickets & conversations

Connected

OverviewAccountsMonitorsSources

Template

Account Health Intelligence

Patterns to watch

Engagement drop detection

>20% decline

Usage anomaly monitoring

>2σ deviation

Support ticket spikes

>3 in 7 days

Renewal risk threshold

<60 days out

NPS score changes

off

Digest schedule

Every weekday 7:00 AM

Deliver to

#cs-team + VP CS

Tell Kaelio what matters to your team

Start from a CS template or build your own. Pick the signals that matter: engagement drops, usage anomalies, support spikes, renewal windows. Kaelio structures digests around what your team acts on.

Templates are starting points. The system adapts to your priorities over time.

Intelligence arrives. Or just ask

Kaelio delivers briefs and alerts where your team already works: Slack, Teams, or email. When a CSM needs context, they just ask. “Prep me for the Globex QBR.” Full answer in seconds, no tab-switching.

Your team's context layer. Push or pull, wherever they work.

#cs-team

8 members

Sarah Chen10:32 AM

Prep me for my Acme Corp renewal call on Thursday.

KaelioAPP10:32 AM

Acme CorpHealth: 64 ↓ from 82

MixpanelEngagement down 34% over 14 days

Zendesk3 open tickets, avg response 18h

SalesforceChampion last active 12d ago

Talk track

Lead with the open tickets, then probe on engagement drop. Champion may be disengaged.

View full account context →

Features

Like putting glasses on
for your entire book of business.

Scheduled Intelligence

Intelligence on your schedule, not your to-do list

Kaelio delivers health summaries, renewal watch, and QBR prep to Slack or email on your schedule. Your team starts the day knowing exactly which accounts need attention.

CS teams catch churn signals 4 weeks earlier on average.

OverviewAccountsMonitorsSources

Your morning digests

3 delivered

Account Health Digest

CS7:00 AM

2 accounts trending at-risk · 1 expansion signal · $45K ARR opportunity

Open digest →

Renewal Watch

CS7:15 AM

3 renewals in 60 days · Acme Corp at risk · Globex upsell ready

Open digest →

QBR Prep Brief

CS7:30 AM

2 QBRs this week · Briefs generated with ROI metrics & talking points

Open digest →

NRR Weekly Report

CS9:00 AM

OverviewAccountsMonitorsSources

Churn Risk: Acme Corp12 min ago

Engagement dropped 34% this month. Last login was 12 days ago. 2 unresolved support tickets.

Recommend: schedule executive check-in this week →

Health Decline: Initech2 hours ago

Health score dropped from 82 to 64. 3 support tickets opened in 5 days. Renewal in 45 days.

Recommend: escalate to engineering + renewal risk review →

Expansion Signal: Globex4 hours ago

Usage up 42% month-over-month. Added 12 seats this quarter. Expansion potential: $45K ARR.

Recommend: propose upgrade at next touchpoint →

Cross-Tool Signals

Signals your tools can't surface alone

Usage climbing while support tickets spike. A champion going quiet before renewal. Kaelio correlates signals across your entire stack and flags what matters, with context and a recommended next step.

Surfaces compound risk 4 to 6 weeks earlier.

Ask Anything

Any question. Any account. Seconds, not tabs.

Your CSMs ask Kaelio questions in Slack and get structured answers drawn from every connected tool. Follow up to drill deeper. No tab-switching, no digging through dashboards.

From question to cross-tool answer in under 10 seconds.

#cs-team·Thread

Mark Rivera2:14 PM

What's the latest on Globex? I have a call in an hour.

KaelioAPP2:14 PM

Globex IncHealth: 87

SalesforceRenewal in 90 days, on track

MixpanelUsage +42% MoM, 12 seats added

Zendesk0 open tickets

Strong expansion signal. 3 months of seat growth suggest upgrade conversation.

Mark Rivera2:15 PM

What about their support history?

KaelioAPP2:15 PM

Support History (90 days)

Tickets4 total, 0 open. Avg resolution: 6 hours

CSAT4.8/5 across last 4 tickets

Last ticket“SSO setup for new team” resolved 3 weeks ago

Clean support record. Last ticket was onboarding-related, consistent with seat expansion.

OverviewAccountsMonitorsSources

Week 4

Your monitors are getting sharper

Digest relevance94%

Up from 71% in week 1

Recent adaptations

Health score threshold tuned

At-risk threshold 70 → 65 · Your team acts on accounts below 65 consistently

Enterprise account priority increased

CS team prioritizes enterprise · Engagement signals weighted 2x for $50K+ accounts

Signal consistently dismissed · Replaced with feature adoption depth

Interventions acted on by your CS team84% (was 62%)

Adaptive Learning

Gets sharper the more your team uses it

Kaelio tunes itself based on how your CSMs respond. It adjusts health thresholds, reweights signals, and drops what your team ignores. Enterprise accounts weighted differently than SMB.

Every intervention logged. Every outcome tracked. Always improving.

Same tools. Completely different visibility.

That's what happens when account intelligence finds you, or answers the moment you ask.

Without Kaelio

Switching between 5 tools to understand one account

Learning about churn risk during renewal conversations

Spending 45 min prepping for every QBR

Manually piecing together signals across tools to spot risk

No way to just ask ‘what’s going on with this account?’

What Kaelio delivers

Every tool connected. Full account picture in seconds

Compound risk surfaced 4 to 6 weeks earlier

QBR briefs auto-generated with ROI metrics

Health scores that adapt to how your team actually works

Ask any question about any account, right in Slack

FAQ

Common questions from CS leaders

Gainsight is your CS system of record, where you manage accounts, run playbooks, and track health scores. Kaelio is an intelligence layer that sits on top. It connects to Gainsight along with your CRM, product analytics, and support tools, then correlates signals across all of them to surface risks and opportunities no single tool can see on its own. Your team gets scheduled digests with recommended actions, and your CSMs can ask Kaelio questions about any account directly in Slack. No dashboard required.

No. Kaelio connects to your existing stack: Gainsight, Salesforce, Mixpanel, Intercom, and others. It reads from your tools, correlates signals across them, and delivers intelligence where your team already works (Slack, Teams, email). Nothing to migrate, nothing to rip out.

Most CS teams are up and running in under 15 minutes. Connect your data sources, pick a CS template or build your own, and Kaelio starts monitoring. Your first digest can arrive by the next morning.

Kaelio watches engagement patterns, usage trends, support ticket velocity, and renewal timelines across your connected tools. It flags accounts where multiple signals converge, like declining usage plus an upcoming renewal plus open tickets. Start with proven thresholds out of the box, then Kaelio adapts based on which alerts your team acts on, so the signals get sharper over time.

Kaelio starts with proven CS templates, but you can adjust signal weights, thresholds, and risk criteria to match your model. From there, Kaelio keeps tuning based on which alerts your team acts on. The system adapts to your workflow, not the other way around.

Yes. Kaelio is SOC 2 compliant and uses 256-bit encryption at rest and in transit. Your data is never used to train models or shared across customers. We offer SSO, role-based access, and audit logs for enterprise deployments.

Your CS stack has the answers. Nobody connects the dots.
Kaelio does.

The problems CS teams actually need solved.

Churn signals hiding across your tools

Expansion signals nobody's tracking

QBR & renewal prep in minutes

Account health at a glance

NRR visibility without another dashboard

Team scaling without losing context

From connected tools to account intelligence in minutes

Connect your CS stack

Tell Kaelio what matters to your team

Intelligence arrives. Or just ask

Like putting glasses on
for your entire book of business.

Intelligence on your schedule, not your to-do list

Signals your tools can't surface alone

Any question. Any account. Seconds, not tabs.

Gets sharper the more your team uses it

Every signal, one unified view

Same tools. Completely different visibility.

Without Kaelio

What Kaelio delivers

Common questions from CS leaders

Your whole business, briefed.
Every morning.

Your CS stack has the answers. Nobody connects the dots.Kaelio does.

The problems CS teams actually need solved.

Churn signals hiding across your tools

Expansion signals nobody's tracking

QBR & renewal prep in minutes

Account health at a glance

NRR visibility without another dashboard

Team scaling without losing context

From connected tools to account intelligence in minutes

Connect your CS stack

Tell Kaelio what matters to your team

Intelligence arrives. Or just ask

Like putting glasses on for your entire book of business.

Intelligence on your schedule, not your to-do list

Signals your tools can't surface alone

Any question. Any account. Seconds, not tabs.

Gets sharper the more your team uses it

Every signal, one unified view

Same tools. Completely different visibility.

Without Kaelio

What Kaelio delivers

Common questions from CS leaders

Your whole business, briefed. Every morning.

Your CS stack has the answers. Nobody connects the dots.
Kaelio does.

Like putting glasses on
for your entire book of business.

Your whole business, briefed.
Every morning.