1. What it is
Protect and grow revenue from your existing customers. Keply is agentic customer success that adapts to your industry, your workflows and each customer’s goals. It reads the systems your team already uses, shows which accounts are at risk and which are ready to grow, and says why.
Who uses it
A CS leader sees the whole book and the team: book balance per CSM, saves sent and drafts waiting. Each CSM works their own accounts and next steps.
What a person still owns
Every message to a customer, by default. Keply drafts; a person approves, unless your workspace turns on unattended send.
2. How it works
Connect sources. Keply scores each account on sensible defaults from day one, and against your own history once you import past churn, and every account it raises, at risk or ready to grow, comes with the move already made: the evidence behind the call, the internal steps that come first, and the outreach drafted for a person to approve.
It acts, it doesn't only see
Each raised account arrives with a plan and a draft, not just a row on a list.
It reads your own losses
Import past churn and Keply derives the silence threshold that means trouble at your company, names the pattern, and shows a confidence tier. Under 10 lost customers, Keply is less accurate.
Nobody administers it
Your success manager runs it in their own words: no CS-ops hire, no configuration project.
It stays working
Connectors, models and scoring are maintained by us, not by your roadmap.
3. Data and integrations
Connect sources one at a time: CRM, billing, support, product usage, and email or Slack. Partial data is enough to start; confidence reflects what is connected.
Built-in connectors
HubSpot, Salesforce, Pipedrive, Stripe, Chargebee, Zendesk, Intercom, Gong, Mixpanel, PostHog, Gmail, Outlook, Slack and others.
Your own API
Give Keply a base URL and a read key (an OpenAPI URL helps). It sends GET requests only, proposes how the data maps to accounts, contacts, subscriptions and events, and imports nothing until a person confirms.
Your MCP server
Keply lists its tools and reads only the read-only tools you pick.
Moving from ChurnZero or Gainsight
Import their export file once: accounts, ARR, renewals, contacts and the health baseline.
Push or upload
Send rows to Keply’s ingest API with a workspace key, or start from a spreadsheet with billing or activity columns.
4. Security and privacy
Keply reads what you connect, keeps summaries and scores, and sends nothing to a customer without approval by default. All of it is answered in public: no NDA, no form, no call to book.
Keply reads the text of the messages you connect
It goes to Anthropic for scoring under commercial terms that prohibit training on your data. Keply keeps a short summary and a score, not the message. Files you upload or attach are read, and their text can go to Anthropic too.
Nothing reaches a customer without approval, by default
The autonomy dial starts at draft-for-approval and every action is logged. Unattended send is a separate workspace setting, off unless you turn it on. Set any account to observe or draft and that setting wins over every other rule: the agent starts no new send on it. With unattended send on, a send already queued waits out a short undo window, where a person can cancel it. HubSpot and Salesforce write-back are off by default.
Keply searches the public web
Scheduled news scans send an account’s company name and domain; a search a person types sends what they type. On by default; a workspace can turn all of it off. The four paths are listed on the trust page.
Isolation and encryption
TLS in transit, AES-256 at rest, tenants isolated by deny-by-default row-level security.
Keply does not hold a SOC 2 report
Controls are self-assessed against the AICPA Trust Services Criteria, in a control matrix and policy set we share on request. We run a written incident response plan, including the GDPR 72-hour breach clock, and a watchdog over our own background jobs.
Leaving is simple
A workspace manager revokes any connection without asking us; export is self-serve; deletion completes within 30 days of request.
5. Setup and pilot
Start with the sources your CS lead can grant alone, see the book scored in the first session, then widen access as you go.
Pilot
Agree the goals up front, connect read access first, review the results together, then decide.
Price
$299 a month, flat, at a tenth of the bill. ChurnZero does not publish pricing; third-party trackers report a median around $36,000 a year. Unlimited seats and accounts. One month free, no card, 30-day money-back guarantee.
Not available yet
A SOC 2 report; field-level mapping for MCP sources; sign-in methods other than a key for custom APIs. We say so here rather than in a sales call.
Send it up the chain
Two ways, both from you. Keply never emails your colleagues.
The link always shows the current answers. A saved PDF is a snapshot, so it carries its date and a pointer back to keply.ai/trust.