New AI SDR & AI CSM — now live for every team

Treat every customer
like your best.

AI teammates that research, score, and follow up on every lead, trial, and renewal across your whole stack. Your team stays in control of every decision.

14-day trial · No credit card · Full product access
Pathbound Dashboard showing unified customer lifecycle intelligence with real-time signal monitoring and engagement orchestration
Ask AI about Pathbound
The platform

One brain behind every teammate.

Connect your tools. Unify your customers. Deploy your teammates. Let them act.

1Customer data sources
CRM
HubSpot Pipedrive Salesforce +2
Marketing
Mailchimp SendGrid +4
Enrichment
Apollo +3
Databases
PostgreSQL BigQuery
Behavior events
Pathbound
Pathbound Agentic Customer Operations Platform
Connect Every touchpoint in one place
Unify One fresh profile per customer
Teammates Agents ready with context
Act Actions in your existing tools
AI providers
Claude OpenAI Mistral
2Customer tools
CRM
HubSpot Pipedrive Salesforce +2
Support
Intercom Zendesk +2
Outreach
Gmail LinkedIn Apollo SMS
Campaigns
Mailchimp SendGrid Resend
Automation
Zapier Webhooks
In the wild

What it looks like in practice

Every lead, every customer — moments your team would miss, caught and handled.

SDR
Pricing page viewed 3 times this week · Enterprise features explored · Company raised Series B last month
Personalized outreach drafted, CRM enriched, rep alerted — within minutes.
SDR
Anonymous visitor identified by company domain · Their company just posted 3 job openings for the exact role your product serves · Visited pricing twice this week
Lead scored high-priority, outreach drafted referencing their scaling plans, rep alerted.
CSM
Login frequency down 70% over 3 weeks · Last 4 sessions under 2 minutes · Open support ticket · Renewal in 58 days
Risk flagged, personalized check-in drafted, assigned CSM alerted with full account context.
CSM
Customer's primary champion just appeared in a new job listing on LinkedIn · Two new team members added but neither has logged in · Renewal in 90 days
Champion departure risk flagged, adoption gap identified, CSM alerted with transition playbook.
The teammates

AI teammates that already know the job.

AI SDR

AI SDR

Catches high-intent leads that standalone tools miss.

Your AI SDR scores every visitor and lead across your entire stack — behavioral signals, firmographic data, and engagement patterns combined into a single intent score. When a high-value prospect emerges, it drafts personalized outreach, enriches their CRM record, and routes them to your sales team with full context.

Why it's different

Standalone AI SDRs only see your CRM. They write generic emails because they have generic data. Pathbound's AI SDR sees every connected system — so outreach is grounded in what prospects actually did.

  • High-intent leads identified and acted on in minutes, not days
  • Personalized outreach based on real behavioral context
  • Complete prospect intelligence delivered to your reps before every conversation
  • Zero high-value leads lost to slow follow-up
AI CSM

AI CSM

Spots churn risk weeks before any single dashboard.

Your AI CSM monitors every customer across product usage, support patterns, billing status, and engagement — correlating signals across your entire stack to detect risk that builds gradually across systems. It scores the risk, drafts a check-in for your CS team, and alerts the right person with full context.

Why it's different

Point solutions monitor usage or support in isolation. Pathbound's AI CSM works from unified profiles across every system — catching compound risk signals no single tool can detect.

  • Churn risk identified weeks before it becomes a cancellation
  • Proactive intervention with full context — not reactive firefighting
  • Every at-risk account routed to the right CSM with specific signals explained
  • Protected revenue from accounts your team would have missed

Custom agents for your playbook

AI SDR and AI CSM come ready to deploy. Need teammates for onboarding, expansion, win-back, or something entirely your own? Build custom teammates with your own monitoring logic, evaluation prompts, and action playbooks — using the same unified data and every connected tool.

See it on yourself

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