AI Agents for Customer Experience

AI agents for CX teams that streamline account intelligence, remove manual prep work, and deliver real-time insight across the customer lifecycle. Empower your team to drive adoption, strengthen relationships, and turn customers into long-term advocates.

  • Accelerate customer value realization
  • Scale proactive account management
  • Increase retention and expansion
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Why Workato Genies?

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    Customizable and Extensible

    Extend pre-packaged Genies or build your own tailored to your unique business and processes. Agent Studio's low-code/no-code, modular design lets you customize instantly and scale as your business evolves.

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    Deep Action™ to Get Work Done

    Move beyond chatbots with Deep Action™, enabling Genies to execute complete business processes from start to finish by orchestrating multi-step workflows, handling exceptions and request approvals, and coordinating across systems to deliver results.

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    AI That Acts, Not Just Assists

    Empower AI agents to autonomously execute multi-step business actions, manage logic and approvals, and collaborate with teammates or other agents driving measurable business outcomes, not just responses.

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    Always On, Always Proactive

    Powered by Workato’s event-driven iPaaS, Genies don’t wait for prompts, they respond automatically to business triggers, schedules, and APIs. Deliver continuous productivity through AI that anticipates and acts.

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    Enterprise-Ready from Day One

    Launch trusted, production-grade AI agents on Workato’s Enterprise MCP, powered by the #1 leading iPaaS. Scale securely across 14,000+ apps with certified compliance and 99.9% uptime.

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    Security You Can Trust

    Protect every action with patented, real-time authorization via OAuth 2.0. Genies act on behalf of verified users, not shared service accounts, ensuring complete compliance, governance, and traceability.

  • Build Genies to fit your use case

    Build Genies to fit your use case

    Tailor Workato Genies to fit your exact business processes with Agent Studio — customizing Skills and workflows within pre-packaged Genies, or building entirely new Genies from scratch.

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    • Integrate with over 14K applications and 1,200 pre-built Workato application connectors
    • Create Genie Skills that combine LLM reasoning with deterministic business actions, complex logic, approvals, and event-driven triggers
    • Quickly adapt, update, and test Genies and Skills with our low-code/no-code agent builder
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    • Solve high-value use cases for your CX team

    • Adoption Acceleration
      Continuously monitor product usage and identify stagnation across accounts or user segments. Surface underutilized features and recommend specific next steps for Customer Success Managers to drive deeper adoption.
    • Advocacy Activation
      Identify high-engagement champions and activate them at the right moment. Detect power users, high NPS scores, and strong engagement patterns, then trigger invitations to beta programs, advisory boards, case studies, and events.
    • Voice-of-Customer Synthesis
      Aggregate and analyze survey feedback, call transcripts, support tickets, Slack communities, and emails to detect emerging themes and sentiment shifts across accounts.
    • QBR Preparation
      Generate tailored, data-driven business reviews in minutes. Pull usage metrics, outcome KPIs, benchmarks, renewal timelines, and open risks automatically. Build presentation drafts and executive talking points tailored to each customer.
    • And more
      Any use case, any workflow. We’ve got you covered.
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    Increase feature utilization
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    Proactively address adoption gaps
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    Improve time to value

    Built to take action across your CX stack

    Connects to every system your team already relies on and thousands more.

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    Featured Genies for Customer Experience

    CX Genie
    • CX Genie
    • CSM Genie

    • CX Genie autonomously orchestrates customer insights from feedback to action, turning surveys and escalations into actionable intelligence for new features and account follow-up—delivering an always-on, connected, and scalable customer experience.

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      • Turn feedback into prioritized action
      • Surface trends across accounts in real time
      • Strengthen product and CX alignment