PRD: Artificial Intelligence for Customer Success


The purpose of this document is to outline the requirements for implementing Artificial Intelligence (AI) to improve customer success. The goal is to use AI to enhance customer interactions, automate repetitive tasks, and provide personalized experiences for customers.

Estimated Effort

  • Research and Discovery: 20 hours
  • Design and Development: 160 hours
  • Testing and Deployment: 80 hours
  • Monitoring and Optimization: 40 hours/week

Minimum Viable Product (MVP):

  • AI-powered chatbot for customer service
  • Automation of repetitive tasks (e.g. account creation, password reset)
  • Personalized product recommendations for customers


  • Customer satisfaction with AI-powered interactions
  • Reduction in customer service response times
  • Increase in customer retention
  • Increase in upsell and cross-sell opportunities


  • Real-time monitoring of customer interactions with the chatbot
  • Automated task completion rates
  • Customer satisfaction scores
  • Retention and upsell/cross-sell metrics

Note: MVP should be considered as a starting point, after the MVP is live, it will be continuously improved by monitoring the performance and feedback from the customer.