The most expensive customer you lose is the one you just won.
Your team has time for a fraction of the book. The accounts they do reach run through a generic playbook, regardless of what each customer actually bought. Vutal's agentic playbook scales customer value across your whole book.
is transitioning from a competitive sales cycle to active implementation. The engagement, championed by VP of Operations and Director of IT , is anchored on a single value definition: “no incidents during quarterly diligence.”
Critical onboarding risk. Engineering expects API integration in 4 to 6 weeks, but the AE verbally committed to 2 weeks on the final call. Technical readiness is flagged for review.
The problem
Most of your book goes uncovered. The rest gets a generic playbook.
It's not a lack of effort. It's the math: too many customers, too little time. The playbook was the smart answer: standardise so you can scale. But it forces every customer through the same flow, regardless of how they define value.
Most accounts go untouched.
CSMs focus their energy on the highest-value accounts. The remaining 90% of the book is left to self-serve or generic email cadences.
Same product. Same plan. Two definitions of success.
Replacing a tool that broke during their last fundraise.
Needs stability and audit-readiness inside 90 days. Diligence date is non-negotiable.
Definition of success: “No incidents during quarterly diligence.”
Consolidating a fragmented team onto one platform.
Needs visible adoption and a utilisation report on the COO's desk by end of Q2.
Definition of success: “60% adoption across all four offices by July.”
Hiring more CSMs closes one gap. More playbooks close the other. Vutal closes both.
The solution
An agentic playbook that scales customer value across your whole book of business.
The standard playbook scaled humans. The agentic playbook scales humans and agents, driving customer value. Every account in the book, not just the top.
Step 01
Closed-won. The graph builds.
The moment the deal closes, the customer intelligence graph extracts every commitment, risk, pain, and value definition from the pre-sale.
Step 02
A plan anchored to value
The Onboarding Agent reads the graph and builds a per-customer plan, anchored to each customer's definition of value.
Step 03
Every account covered
Top-tier accounts get agent-prepared deliveries for your team. The long tail gets agent action with human review.
See what gets captured at closed-won
Humans and agents, informed by the same graph, act on it.
See how autonomy shifts across the book
Agents prepare. Humans deliver.
Agents assemble and recommend actions. Your team delivers.
Agents deliver. Humans review.
Agents run the plan and escalate when stakes are high.
See how the graph extends across every stage
Live across every stage. Same graph throughout.
Onboarding anchors plans to value. Adoption monitors deviation. Renewal comes from value-realisation evidence. Expansion fires on criterion shifts. One per-customer intelligence graph powers all four.
Connect your tool stack and get going
The outcome
Three outcomes that compound.
Faster value to customers. Lower cost to deliver it. Growth at every lifecycle moment.
Customers reach value faster. Onboarding churn drops.
Per-customer plan, meaning starting from alignment, not discovery. Time to value shrinks. The churn that used to land at renewal stops being planted in onboarding.
Scale growth without scaling the team.
Agents run the long tail. They prep your team on the top tier. Your book grows without your headcount growing.
One intelligence graph. Every customer moment.
The same per-customer graph powers onboarding, adoption, renewal, and expansion, ensuring maximum customer growth.
Security
Built with your security and privacy in mind
Complete Data Isolation
Dedicated, isolated environments. Row Level Security enforced on every table, guaranteeing separation at the database layer.
Your Data, Your Control
We never use your data to train models. Full control over how your data is used, processed, and retained.
Secure Data Lifecycle
Strict security protocols from ingestion to deletion. Immutable source history ensures full traceability.
Access Control
Permission-based access that mirrors your org
Access follows your team boundaries. Domain and record-level permissions ensure every query respects ownership rules.
- Row Level Security on all database tables
- Multi-tenant architecture with strict isolation
- Credentials stored in environment variables, never in code
AI Governance
Explainable AI with full source traceability
Every insight links back to its source. Confidence scores distinguish verified facts from inferred knowledge.
- Every answer cites its source documents
- Field-level confidence scoring on all extracted data
- Read-only integrations. Vutal never writes to your tools.
*SOC 2 Type II certification in progress