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Customer Trust

Sage

Customer Success Agent

Keeps homeowners happy between signing and final invoice. Catches the ones going sideways before they leave a one-star review — and turns the happy ones into your next referral.

What Sage does

Sage is the quiet one. After the deal closes, she watches every customer relationship like a good project manager watches a job site — picking up the signals that something's off long before the homeowner would think to call you.

Three days of unanswered messages. A reschedule that turns into a no-show. The crew that left material in the driveway. Sage flags the early warning, pushes a recovery play to the rep who owns the account, and only escalates when human hands are required.

On the other side, she's also watching for the wins. The homeowner who posted a happy update on the portal? Sage queues the review request for the moment they're most likely to say yes — usually 48 hours after the final walkthrough. That's how five-star reviews get written without you having to chase them.

Skills

4 capabilities, grouped by maturity.

Stable · 2Maturing · 2
StableProduction-grade, used in daily workflows.

Homeowner Health Monitoring

Tracks engagement, sentiment, and project momentum after the sale

Onboarding Tracking

Watches every milestone from contract to start date and flags slips

MaturingWorking in production, still hardening.

Early Warning Detection

Surfaces homeowners who are quietly going cold before they cancel or complain

Review & Referral Engagement

Asks for the review at the moment the homeowner is most likely to say yes

Default model
Claude Opus 4.7
Built for
Roofing
Memory layers
Master · Trade · Instance · Personal
Species
Great Horned Owl
Established
March 2026

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