[100% Off] Ai For Customer Success: Automate Cs Workflows In Copilot

Customer service with AI agents, customer feedback analysis, health score, churn and QBRs in Claude, ChatGPT and Gemini

Added on November 9, 2026 Business 4 min read

What you’ll learn

Run customer success with AI: take 140+ prompts
templates
procedures and checklists from the lectures,Choose AI tools for customer success: Copilot
Claude
ChatGPT and Gemini,Prepare account briefs and meetings with Microsoft Copilot,Build a customer health score and predict churn in Excel with AI prompts,Automate customer success playbooks and triggers without code,Write personalised customer emails and messages,Design an AI agent and chatbot for customer support,Analyse customer feedback and run QBRs with AI,Measure the impact of AI on time
CSAT and retention,Learn with Mike
the #1 HR instructor on Udemy: 1,800,000+ enrollments
170,000 students
about 200 books on Amazon

Requirements

Experience in customer success
account management or customer support,Access to an AI assistant such as Copilot
Claude
ChatGPT or Gemini,English at intermediate level or above
since all lessons are in English

Description

This course contains the use of artificial intelligence.

Your customers rarely warn you before they churn. Their usage, their tickets and their silence do, weeks earlier. Here are 178 tools to see it and act with AI: 148 ready-to-use prompts, templates, procedures and checklists, 2 methods explained, 13 services shown on screen and 15 working files.

Open a lecture, take the account brief kit, and prepare your next customer meeting with AI.

Why churn surprises customer success teams

Signals are spread across tickets, usage and emails, health scores are guessed, playbooks run by hand, feedback is read but not analysed, and QBR decks take a day each.

What changes after this course

Signals are combined into a health score, playbooks run on triggers, messages and QBRs are prepared in minutes, feedback shows priorities, and you can show what AI changed.

What is inside: 178 tools, counted lecture by lecture

You do not have to take this number on trust. Open any lecture and read its description: every tool inside is listed there by name.

25 downloadable resources: lecture presentations plus 15 working files, including a health score model, a playbook library, an AI agent spec and a QBR runbook
148 ready-to-use tools inside the presentations:
53 templates and sample documents: account brief, customer success playbook card, 90-day renewal email, seven-slide QBR outline
38 ready AI prompts: account brief generation, health score weight calibration, personalized customer messages, QBR presentation generation
16 other working tools: AI assistant selection decision tree, stalled onboarding playbook, red health score playbook, 90-day renewal playbook
14 step-by-step procedures: 10-minute account brief, low usage automation, weekly AI agent quality review, eight-step customer feedback analysis
11 checklists: account research sources, churn risk flags, AI customer communication boundaries, AI knowledge base readiness
7 question lists and scripts: customer meeting questions, churn review questions, QBR difficult-question responses
6 formulas and metric sets, plus 3 scorecards, rubrics and matrices: customer health score, AI versus human CSAT comparison, customer health signals, customer retention metrics
2 models and methods explained with examples: five AI tool classes, customer lifecycle
13 services shown on screen, including Microsoft Copilot, HubSpot, Zendesk, Intercom and Dovetail

Where the tools are

AI tools and Copilot (2 sections, 37 tools). Choosing AI tools, account briefs and meeting prep.

Health score and automation (2 sections, 38 tools). Churn prediction in Excel, playbooks and triggers.

Messages and support (2 sections, 42 tools). Personalised messages, AI agents and chatbots.

Feedback and QBRs (2 sections, 50 tools). Feedback analysis, QBR data, decks and follow-up.

Measuring impact (1 section, 18 tools). Time, CSAT and retention.

Who is teaching

I am Mike, the #1 HR instructor on Udemy, with 1,800,000+ course enrollments from 170,000 students, and the author of about 200 books on Amazon. I built the people system at Preply as it became a unicorn and worked at Wargaming, iDeals and Alfa-Bank across 20 years in HR. I hold PHRi, SHRM-CP and HCI sHRBP certifications and represent HRCI in Eastern Europe. I am also a founder and lead the strategy of my own academy.

At Wargaming, when a DDoS attack threatened to take the game servers down, the head of maintenance and a few colleagues found the threat and built protection with the provider in time. The company barely suffered; the saved loss was estimated at about a million dollars, and he received a $6,000 bonus. Customers notice service only when it fails, so the work is to see trouble before they do.

How to use the course

Start with the tools and Copilot, then build the health score, automation, messages, feedback and QBRs. Section and lecture titles show how many tools are inside, and each lecture description lists them by name.

What is included