# Lucidly

> AI-powered customer success platform for B2B SaaS companies

Lucidly is a product of Cobalt Glacier LLC, a North Carolina (USA) limited liability company. Lucidly helps SaaS companies predict churn, identify expansion opportunities, and automate customer success workflows using AI agents.

## Company

- Legal entity: Cobalt Glacier LLC
- Jurisdiction: North Carolina, USA
- Product: Lucidly (https://www.lucidlyhq.com)
- Contact: legal@lucidlyhq.com

## What Lucidly Does

- **Churn Prediction**: Detects at-risk accounts up to 90 days before renewal using behavioral, financial, and engagement signals
- **NRR Forecasting**: 96% accurate net revenue retention forecasting combining AI models with pipeline data
- **Expansion Identification**: Surfaces upsell and cross-sell opportunities based on usage patterns and product adoption
- **Customer Health Scoring**: Composite health scores aggregating product usage, support sentiment, billing trends, and NPS
- **AI Agents**: 11 autonomous agents that monitor accounts, generate reports, recommend playbooks, build account plans, summarize meetings, and trigger retention campaigns
- **Workflow Automation**: Automated playbooks for onboarding, QBRs, renewals, and retention interventions
- **Customer 360**: Unified view of every account combining CRM, billing, product usage, and support data
- **Dynamic Knowledge Base**: Automatic weekly sync of product documentation for AI agent context

## AI Agents

Lucidly offers 11 specialized AI agents:
1. Churn Detector — flags at-risk accounts with explainable risk drivers
2. Expansion Finder — identifies upsell-ready accounts from usage patterns
3. Playbook Recommender — matches accounts to highest-impact playbooks
4. NRR Forecast — generates and updates revenue retention forecasts
5. Customer Value Reports — auto-generates executive account health reports
6. Executive Tracker — monitors stakeholder changes and engagement
7. Slack Alerts — delivers real-time account alerts to Slack
8. QBR Scheduler — automates QBR scheduling based on renewal timelines
9. Notetaker — summarizes meetings and extracts action items
10. Account Plan Builder — creates strategic account plans with goals and milestones
11. QBR Generator — builds executive-ready QBR presentations in minutes

## Who Uses Lucidly

- VP/Director of Customer Success at B2B SaaS companies
- Revenue Operations and CS Operations teams
- Founders and CEOs building customer success functions
- Customer Success Managers managing account portfolios

## Category

Customer Success Platform, Revenue Operations, SaaS Analytics, AI Customer Intelligence

## Integrations

CRM: Salesforce, HubSpot, Pipedrive, Zoho CRM
Billing: Stripe, QuickBooks, Recurly
Product Analytics: Mixpanel, Amplitude, Segment, Pendo
Support: Intercom, Zendesk, Freshdesk
Data Warehouses: Snowflake, BigQuery, Redshift, Databricks
Data Integration: Fivetran, Airbyte
Collaboration: Slack, Jira, Asana

## Key Differentiators

- AI-native: Built from the ground up with AI agents, not bolted on
- Predictive, not reactive: Identifies risks and opportunities before they become obvious
- Unified data model: Resolves identity across all connected sources into a single customer view
- Self-serve integrations: One-click OAuth connections, no engineering required
- 11 specialized AI agents covering churn, expansion, playbooks, QBRs, meetings, and account planning

## Pricing

Usage-based pricing with a free tier. Pro plan at $12,000/year with 50,000 monthly credits. Enterprise plans available. See https://www.lucidlyhq.com/pricing

## Links

- Website: https://www.lucidlyhq.com
- Product: https://www.lucidlyhq.com/product
- Pricing: https://www.lucidlyhq.com/pricing
- Learn: https://www.lucidlyhq.com/learn
 - Contact: https://www.lucidlyhq.com/contact
 - Live Demo: https://www.lucidlyhq.com/demo
- FAQ: https://www.lucidlyhq.com/faq
- Full details: https://www.lucidlyhq.com/llms-full.txt

## Pages

- [Home](https://www.lucidlyhq.com/): AI-powered customer success platform overview.
- [Product](https://www.lucidlyhq.com/product): Full platform capabilities — customers, intelligence, orchestration, agents, reports.
- [AI Agents](https://www.lucidlyhq.com/product/agents): 11 autonomous customer success agents.
- [Knowledge Base](https://www.lucidlyhq.com/product/knowledge-base): Dynamic documentation sync for AI agent context.
- [Customer 360](https://www.lucidlyhq.com/product/customers/customer-360): Unified account view across CRM, billing, product, and support data.
- [NRR Forecasting](https://www.lucidlyhq.com/product/intelligence/nrr-forecasting): 96% accurate net revenue retention forecasting.
- [Churn Detection](https://www.lucidlyhq.com/product/intelligence/churn-detection): Predict churn 90 days before renewal.
- [Expansion Identification](https://www.lucidlyhq.com/product/intelligence/expansion-identification): Surface upsell and cross-sell opportunities.
- [Retention Campaigns](https://www.lucidlyhq.com/product/orchestration/retention-campaigns): Automated retention playbooks and workflows.
- [QBR Automation](https://www.lucidlyhq.com/product/orchestration/qbr-automation): Auto-scheduled and auto-generated QBRs.
- [Reports & Analytics](https://www.lucidlyhq.com/product/reports): Revenue, CS metrics, ROI, and executive dashboards.
- [Solutions](https://www.lucidlyhq.com/solutions): Industry-specific customer success solutions.
- [Pricing](https://www.lucidlyhq.com/pricing): Plans and credit-based pricing.
- [Learn](https://www.lucidlyhq.com/learn): Articles and guides for customer success leaders.
- [Customer Success Guide](https://www.lucidlyhq.com/guides/customer-success): Comprehensive guide to building a CS function.
- [About](https://www.lucidlyhq.com/about): About Lucidly and Cobalt Glacier LLC.
- [Contact](https://www.lucidlyhq.com/contact): Get in touch or book a demo.
- [Live Demo](https://www.lucidlyhq.com/demo): Instant read-only access to the full Lucidly platform with synthetic data.
- [FAQ](https://www.lucidlyhq.com/faq): Frequently asked questions.

## Optional

- [Terms of Service](https://www.lucidlyhq.com/legal/terms): Legal terms.
- [Privacy Policy](https://www.lucidlyhq.com/legal/privacy): Data handling and privacy.
- [Security](https://www.lucidlyhq.com/legal/security): Security practices and certifications.
- [DPA](https://www.lucidlyhq.com/legal/dpa): Data Processing Agreement.
- [Sub-Processors](https://www.lucidlyhq.com/legal/sub-processors): List of sub-processors.
- [Full LLM Context](https://www.lucidlyhq.com/llms-full.txt): Comprehensive product details for AI assistants.