Fast abstract: Discover ChurnZero’s Q2 2025 product updates together with AI assembly follow-up emails, sentiment evaluation on notes and actions, Zoom integration, and main Success Plan enhancements. See what’s new within the platform to enhance CS effectivity and knowledge visibility.
We’re midway via 2025, and there are many updates and enhancements to spotlight throughout the ChurnZero platform. See under for a way we’ve streamlined e-mail, improved buyer sentiment monitoring, up to date Success Plan components, and extra.
1. AI assembly follow-up e-mail
What to know:
Finishing the end-to-end assembly workflow in ChurnZero, this CS AI enhancement mechanically generates a follow-up e-mail utilizing assembly notes and summaries, as quickly as a gathering is marked as full. The draft seems within the assembly proprietor’s Command heart, prepared for evaluations, tweaks, and a one-click sendoff.
The way it helps you:
- Triggering the creation of an AI-generated follow-up is now automated as an alternative of handbook
- Managed on the particular person CZ consumer stage and might be toggled on and off as wanted
- Streamlines post-meeting communication, ensures consistency, and helps CSMs keep momentum with out including to their workload
2. Sentiment monitoring on notes and duties/actions in Engagement AI
What to know:
Engagement AI’s sentiment evaluation is now out there on Notes and Actions. This expands the set of objects the place sentiment is detected and categorized, alongside present assist for Surveys, Conferences, and Emails. Notes and Actions sentiment will seem on profile timelines and inside segments.
The way it helps you:
- Broadens Engagement AI’s protection to incorporate inside interplay data, notes, and duties/actions
- Gives groups with visibility into tone and outcomes of all inside and exterior touchpoints
- Surfaces sentiment traits throughout all engagement sorts for deeper evaluation, proactive workflows, and a extra full image of buyer well being
3. Zoom name integration
What to know:
ChurnZero now helps a local integration with Zoom for name recordings. Just like present integrations with Gong and Refrain, it syncs recorded Zoom conferences into CZ as Assembly actions.
Relying on the consumer’s setup:
- If assembly summaries are enabled within the Zoom AI Companion account, these summaries additionally will probably be pulled into ChurnZero
- If Zoom is related alongside one other name recording integration, Zoom syncs will happen on a two-hour delay to prioritize the designated platform
- If a gathering is already linked to a recording from one other integration, ChurnZero won’t overwrite present abstract notes with these from Zoom
The way it helps you:
- Expands ChurnZero’s name intelligence capabilities by supporting extra recording sources
- Permits groups to centralize assembly exercise and summaries
- Improves engagement monitoring and visibility throughout techniques, whereas honoring present workflows for purchasers leveraging different recording instruments
4. Updates to Command Heart “Staff View”
What to know:
The Command Heart’s Staff View now has expandable and collapsible rows, offering a extra unified format for viewing crew members’ Conferences, Duties, and Messages for Overview. This enhancement may also help managers take motion immediately on these things, together with updating duties, reviewing messages, and performing bulk actions throughout their crew.
The way it helps you:
- Extra effectivity to supervise and act on crew duties, particularly if somebody is out of workplace or a number of groups must be supported
- Streamlines protection, reduces delays, and allows extra proactive administration of shared workflows (i.e. play-driven duties and buyer communications)
5. Success Plan enhancements (segmentation, alerts, duplications, preview)
What to know: Success Plan segmentation
With new Success Plan-specific phase sorts, customers can create segments that return lists to their Success Plans filtered by standards (plan, aim, step attributes, account attributes, and so on.). Segments can be used to energy automation and engagement throughout ChurnZero (e.g. performs, alerts, surveys, and so on.)
The way it helps you:
- Construct segments that return particular person Success Plan data versus working a report of accounts with related Success Plans
- Zero in on particular Success Plans and look at Plan attributes for straightforward referencing
What to know: Success Plan alerts
Customers can now create phase alert standards with Success Plan segments. This replace consists of the flexibility to make use of Success Plan attributes as merge fields within the topic and message, together with account and account function attributes.
The way it helps you:
- Set off alerts based mostly on prospects’ Success Plans and associated targets and steps
- Guarantee plans are stored up-to-date and prospects are getting the assist they want
What to know: Success Plan duplication
Customers can now duplicate complete Success Plans inside an account or to another account. This consists of duplicating particular person targets – simply drop them into an present plan on the identical account, one other plan on that account, or a plan on a distinct account.
The way it helps you:
- Extremely requested by CZ customers and a serious effectivity achieve for groups who can reuse plans and targets throughout one or many shoppers
- Account homeowners not must rebuild Plans and Objectives from scratch, making it simpler to scale what works and reinforce finest practices
What to know: Success Plan preview
The brand new preview possibility makes it simpler for a ChurnZero consumer / Success Plan proprietor to see precisely what a shared Success Plan will appear like from the shopper’s perspective—with no need so as to add themselves as a collaborator. This streamlines the assessment course of, reduces back-and-forth, and builds confidence in what’s being shared externally.
The way it helps you:
- With the brand new Preview function, you may open the shared model of your plan in a brand new window with out having so as to add your self as a viewer/collaborator. Not solely does this enable you to see what the plan seems to be like exterior of ChurnZero, however it additionally helps you share your display or take screenshots with out exhibiting the “behind the scenes” of plan constructing.
- After you arrange sharing on Success Plans, you may shortly and simply see the identical plan a buyer would see with out having so as to add your self as a collaborator. This replace provides a “Preview” choice to the actions menu on the person plan’s abstract card (in the identical menu part as “Share Settings” and “Handle Collaborators.“)
7. Play widgets in Customized Dashboards and Account Insights
The Performs widget brings play-level analytics into Customized Dashboards and Account Insights.
What to know:
- Customers can construct charts and graphs with metrics throughout a single or a number of performs, together with knowledge on performs in progress, completion charges, targets met, and maintain monitor of the variety of accounts which have accomplished performs, monitor which performs are nonetheless in progress, and extra
The way it helps you:
- The Performs widget inside Customized Dashboards and Account Insights surfaces key play-level insights and makes it simpler to trace efficiency alongside different account or crew metrics. With larger visibility into engagement, progress, and outcomes, groups can handle in-flight initiatives extra successfully and optimize execution throughout their portfolio.
Bonus replace: UI redesign
We’ve rolled out a brand new UI design throughout the platform, that includes up to date colours, modernized types, and an general cleaner format. This replace is nearly solely centered on visible enhancements, and doesn’t influence workflows or performance, besides for 2 adjustments to the principle navigation bar:
- The Useful resource Menu icon with hyperlinks to the Academy/KB/Neighborhood AND the Admin house switcher icon have moved to the bottom-left nook of the principle navigation bar
This redesign brings a extra fashionable, constant visible expertise to the ChurnZero platform, making the interface really feel cleaner, extra present, and simpler to navigate. Whereas workflows stay unchanged, the up to date format improves usability by aligning with present UI requirements.
The submit ChurnZero product launch notes Q2 2025: AI assembly follow-ups, Engagement AI, Success Plans appeared first on ChurnZero.
