Use cases
Customer Success

What did we promise this customer that never shipped?

Every commitment made to an account, with delivery status — the exact thing the CSM gets asked on the QBR call.

Best for
QBR prep, escalation calls
Primitives
  • Commitments
  • Accounts
  • Provenance
Side by side

Token Usage, with and without Sentra

~65k tokens saved59% less work for the agent

Without Sentra
~110k tokens
With Sentra
~45k tokens
Claude (without Sentra)
  1. Pull every email, call transcript, and meeting note involving the account across the full relationship.
  2. Read each to identify promise-shaped language from our side. Re-read context to confirm intent.
  3. For each promise, identify the date, the speaker on our side, the promised timeline, and what was actually said.
  4. Cross-check delivery against shipped features, status updates, and follow-up threads.
  5. Manually group by status: delivered, in-progress, slipped, dropped.
  6. Find the Decision or Interaction where any slipped/dropped commitment was reversed — re-read internal threads.
  7. Compose the report.
~110k tokens
Claude + Sentra
  1. Pull all Commitments where Account = customer and direction = from-us-to-them, across the full relationship.
  2. Each Commitment is typed with: text, originating Interaction, owning Actor, timeline, current status.
  3. Group by status. For slipped/dropped, the Decision that changed direction is already linked.
  4. Compose the status report.
~45k tokens
Agent prompt
You are preparing a commitments status for {{account_name}}.

Using Sentra:

1. Pull every Commitment where the Account is {{account_name}} and direction is "from us, to them", across the full relationship.
2. For each, return: the commitment text, the date and Interaction it was made in, the named owner on our side, the promised timeline, and the current status (delivered, in-progress, slipped, dropped).
3. Group by current status.

Output:

- Section 1, "Delivered": short list, one line each.
- Section 2, "In progress": item, owner, latest update Sentra has seen, expected date.
- Section 3, "Slipped or dropped": item, original date, what changed (cite the Decision or Interaction where the change was made).
- One paragraph: what to surface proactively before they ask.
More from Customer Success
Monday CS standupMemory only

Accounts with sentiment shift in the last 30 days

Customers whose tone moved meaningfully — before the renewal call gets weird.

Account handoffs67% fewer tokens

Six-month handoff brief

When the CSM changes, transfer six months of context in a single document.

Quarterly forecasting75% fewer tokens

Renewals at risk and why

Composite signal — sentiment, support load, commitment drift, time-to-renewal.

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