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Average Ratings 0 Ratings

Total
ease
features
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support

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Description

Collaborating with Agents enhances customer success for businesses. You can create and tailor autonomous AI agents to provide round-the-clock assistance to both your staff and clientele. An Agentforce Agent functions as a proactive application, delivering specialized, always-available support for employees or customers, and is armed with the essential knowledge to perform tasks relevant to their designated roles. Agentforce Service Agents autonomously interact with customers through various channels at any time, utilizing natural language for communication. They swiftly and accurately resolve inquiries, as their responses are based on reliable data. You can set up your Service Agent in mere minutes with pre-existing templates or customize it rapidly using low-code solutions. Additionally, you can establish clear security protocols and determine when to escalate issues to human representatives seamlessly. Meanwhile, Agentforce SDRs automatically respond to inquiries about products, manage tasks, and schedule meetings for sales teams. They operate with precision, ensuring that their answers are firmly rooted in your business’s data, thereby enhancing operational efficiency. This innovative approach not only streamlines processes but also empowers employees to focus on more complex tasks that require human insight.

Description

Phano serves as a composite AI solution tailored for Customer Success and Account Management teams within B2B SaaS organizations. Each night, it analyzes and correlates account usage, relationship dynamics, and support indicators to identify accounts that may be at risk of churn or poised for growth, offering insights into the likely causes and recommended actions prior to renewal. Every analysis reveals its underlying evidence, inconsistencies, and potential blind spots, ensuring that teams can make informed decisions based on reliable data. The intelligence is conveniently integrated into the platforms that teams already utilize, such as email, Slack, Microsoft Teams, CRM systems, and webhooks, along with support for API and MCP. This dual functionality means that while the Customer Success Manager focuses on retaining the customer base, the Account Manager can simultaneously work on expanding accounts using the same diagnostic insights. Phano offers easy self-service setup, a 30-day free trial, and then a subscription priced at 99 EUR per month, making it accessible for teams aiming to enhance their customer relationships and drive growth. In this way, Phano not only simplifies processes but also empowers teams to act decisively and strategically.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Model Context Protocol (MCP) Yes 
Salesforce Yes 
Slack Yes 
11x Yes 
Agentforce Vibes Yes 
Aircall Yes 
Aurascape Yes 
ClickLearn Yes 
DDS Yes 
Gearset Yes 
Koa Yes 
Microsoft Teams Phone No 
Outdoo AI Yes 
Propel Yes 
RenderDraw Journeys Yes 
Salesforce Agentforce Commerce Yes 
Salesforce Agentforce Health Yes 
Salesforce Agentforce Net Zero Yes 
Salesforce Marketing Cloud Account Engagement Yes 

Integrations

Model Context Protocol (MCP) Yes 
Salesforce Yes 
Slack Yes 
11x No 
Agentforce Vibes No 
Aircall No 
Aurascape No 
ClickLearn No 
DDS No 
Gearset No 
Koa No 
Microsoft Teams Phone Yes 
Outdoo AI No 
Propel No 
RenderDraw Journeys No 
Salesforce Agentforce Commerce No 
Salesforce Agentforce Health No 
Salesforce Agentforce Net Zero No 
Salesforce Marketing Cloud Account Engagement No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

€99/month
Free 30-day trial, no credit card required. Standard plan from 99 EUR per month (up to 100 customer accounts, then 1 EUR per extra account). Composite AI for Customer Success and Account Management: daily cross-signal diagnostics per account plus meeting briefs, live coaching, recaps and follow-up drafts, delivered into your existing tools (email, Slack, Microsoft Teams, CRM, webhook), plus API and MCP access.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/agentforce/

Vendor Details

Company Name

Phano

Founded

2026

Country

France

Website

phano.ai/en

Product Features

Customer Success

Account Alerts No 
Account Management No 
Communication Management No 
Customer Engagement No 
Customer Lifecycle Management No 
Health Score No 
Onboarding No 
Revenue Management No 
Usage Tracking / Analytics No 
Win / Loss Analysis No 

Product Features

Customer Success

Account Alerts Yes 
Account Management Yes 
Communication Management No 
Customer Engagement Yes 
Customer Lifecycle Management Yes 
Health Score Yes 
Onboarding No 
Revenue Management Yes 
Usage Tracking / Analytics Yes 
Win / Loss Analysis Yes 

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