AI CSM Avatar — User Guide
Discover how to effectively use the AI CSM Avatar to enhance customer interactions and streamline support processes.
Written by Sukhmanjeet Kaur
Updated at February 7th, 2026
Table of Contents
The AI CSM Avatar helps Customer Success teams quickly access AI-driven insights on renewals and deal health, all from a conversational interface.
Accessing the AI CSM Avatar
To access this module, follow these steps:
- Log in to Aviso. From the bottom right-hand corner, select the AI CSM Avatar.
- View key deal metrics such as priority renewals coming up in the next 120 days.
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Explore insights by selecting from pre-generated AI queries or by asking your own questions in natural language.
What You Can Do with AI CSM Avatar
- Track upcoming renewals and identify high-priority accounts.
- Get instant visibility into deal and renewal metrics.
- Use AI-generated queries for quick insights without manual analysis.
- Ask custom questions to get tailored, context-aware responses.
- Reduce time spent navigating dashboards by getting answers in one place.
The AI CSM Avatar enables faster decision-making and helps CSMs stay proactive on renewals and customer outcomes.