An AI-native operating model for B2B SaaS leaders running the Client Launch-to-Advocacy journey. Grounded in your systems of record. Run by humans who actually know your business.
Clients don't want 30 agents. They want one — coordinating the rest. Uni unifies your sub-agents along the Launch-to-Advocacy journey, grounds every action in your systems of record, and escalates to humans by design.
Generic inputs. Generic answers. Every quarter another wave of agents ship — none of them aligned to the work that actually compounds renewals, expansion, and advocacy.
But here's what nobody talks about: the Client Launch-to-Advocacy journey turns out to be exactly what AI needs. It creates meaning between data that was previously impossible to reconcile.
Your CRM never mapped to product usage. Your CS platform was never connected to billing. Your QBR notes lived in slides. The signals existed — they just lived in separate worlds with no shared structure.
Building and maintaining that operating model is a serious undertaking. So we built it for you:
Uni grounds in your systems of record, applies your governance, and runs every motion across Launch, Value-Proof, Adoption, and Advocacy. Ask anything about your client portfolio — get answers that are auditable, cited, and connected to the journey, not pulled from generic context. The unlock: agents understand the relation between behavior, sentiment, and revenue by following the journey taxonomy as the shared structure.
Give your CCO, CS Ops lead, or each business segment a curated view of the client state relevant to them — without exposing the full complexity of the operating model. They ask in natural language. You stay in control of what Uni reasons over.
Generate executive-ready outputs — QBR packs, renewal-save plays, board reviews, M&A integration readouts — with citations, source data, and ready-to-send PDFs.
Agents are only as great as the operating model they run inside. A small group of high-judgment operators — your COO, CCO, CS Ops lead, and a handful of Forward-Deployment Engineers — can now run client value as an enterprise-wide operation, scaling capability to every segment without stretching the front line thin.
Bring three clients. We'll map them onto the four phases, identify the motions, and show you where AI fits.