Viktor for Customer Success: The Extra CSM You Couldn't Hire

The extra CSM you couldn't hire.

Viktor works in Slack and Teams and runs the prep behind your CS team: triaging tickets, building QBR decks, and flagging renewal risk across your stack. Your CSMs stop preparing for customers and start talking to them.

Sarah Lin 9:14 AM

@Viktor 12 renewals in May (~$487K ARR). Pull each account's health, flag the risky ones with the reason, and draft a renewal email per account. Drop it in a sheet for my 2pm with Marcus.

⏳ 1

ViktorApp 9:20 AM

Done. 12 accounts scored: 3 critical, 4 watch, 5 healthy. $487K up for renewal, $187K at material risk. ✅ Sheet:

✅ 12 Gmail drafts saved (unsent, your call) 🔴 Critical: Northwind ($84K), Kestrel Health ($61K), Blackbird ($42K)

Step 1: Connect your stack

27 native integrations. 3,200+ tools via managed connectors. Most are one-click OAuth, some use API keys - Viktor handles auth and starts working. No webhooks, no Zapier zaps.

Maya Patel 11:32 AM

@Viktor check this week's Stripe revenue against HubSpot and flag anything off before the board call.

⏳ 1

ViktorApp 11:33 AM

On it. Cross-checking Stripe against HubSpot and fixing anything that doesn't line up before your board call.

Step 2: Tell Viktor what you need

Message Viktor in Slack like you'd message a teammate. "Reconcile this month's invoices and flag anything weird." "Pause Meta campaigns above $40 CPA and move the budget to winners." Plain English, any tool.

ViktorApp 9:12 AM

📊 Revenue check:

$84,210 (+6.4% WoW).

3 deals didn't match HubSpot.

Fixed 2, one needs your call.

PDF revenue_raport.pdf

4 pages·PDF

Step 3: Viktor operates, you review

Viktor opens the tools, runs the work, and posts back what changed. Sensitive actions wait for your approval. Everything is logged. You stop doing the work and start reviewing it.

Open every ticket already briefed.

Most of a CSM's day is tickets. Most of that time is gathering context across HubSpot, Zendesk, Linear, and Stripe before they can even start replying. Viktor reverses that.

Walk into every ticket with complete context.

Viktor pulls the customer's last 60 days into one Slack response: previous tickets, NPS history, contract details, related engineering fixes, and last-touch history. Your CSMs stop swivel-chairing across five tools to figure out who they're talking to.

Liam Smith 9:14 AM

@Viktor Sterling Capital ticket #4471 just escalated to me. Brief me before I reply.

⏳ 1

ViktorApp 9:15 AM

Sterling Capital ($82K, Tier 1, renews Aug 12). Mark Chen's 3rd ticket in 14 days, same export issue. Previous 2 closed with macros.

Account context:

What changed: eng shipped the export fix 4/22. Mark was never told. Move: lead with the fix, own the gaps, offer a 15-min call. Draft attached, under your name.

Your queue, already triaged.

Viktor sorting the overnight queue, drafting replies, routing bugs to engineering, and flagging only what needs a human.

Diego Romero 9:02 AM

@Viktor 23 tickets in my Zendesk queue from overnight. Triage and draft replies. Flag what needs me.

⏳ 1

ViktorApp 9:08 AM

23 tickets, sorted: ✅ 18 drafts ready to send (macros under your name) ✅ 3 routed to eng (Linear VIG-2841 to 2843)

⏳ 2 need you:

Your inbox: 5 items instead of 23.

Walk into QBRs already prepared.

One Slack message turns an account into a finished QBR deck. Viktor pulls adoption, ticket history, billing, and the last call quotes, then saves it to Drive ready to present.

Marcus Tan 10:12 AM

@Viktor Build me the QBR deck for Helix BioTech. Thursday 2pm with their VP Ops. $220K account.

⏳ 1

ViktorApp 10:18 AM

12-slide deck ready:

Pulled adoption, tickets, invoices, and 4 call quotes from your stack.

Logged to HubSpot timeline.

Stay ahead of every account in your book.

Every Monday, Viktor scans your book and posts only the accounts that need you. Healthy accounts stay quiet, so your team works the three that matter this week.

Sarah Lin 8:30 AM

@Viktor Weekly check on my enterprise book (15 accounts, $1.2M ARR). What needs me this week?

⏳ 1

ViktorApp 8:36 AM

3 accounts need attention. 12 are healthy.

🔴 Northwind Logistics ($84K, renews May 18) DAU 47 → 11 since Feb. Champion left 3/14. Drafted check-in to new admin, suggested 30-min sync.

🟡 Helix BioTech ($220K, renews Sep) VP Ops mentioned "budget review July" on 4/17 Gong call. Worth getting the exec sponsor in before then. Drafted intro to Fryd.

🟢 Hawthorn Retail ($120K, renews Nov) 47/50 seats used (was 38). Gong 4/29: "onboarding LATAM team in May." Expansion play, +$72K. Created HubSpot deal, looped in their AE. Posted summary to #cs-leadership.

Trusted & secure

All integrations connect via OAuth or secure API.

What teams say after putting Viktor to work.

Saved: 1-3 hours/week

"Viktor is like Claude, but you can interact with him like with a colleague, not an LLM. He can run projects and scheduled tasks in the cloud, and everybody on the team can interact with it."

Tobias Giesen CEO, Growably

Saved: 10+ hours/week

"Mindblowing all-in-one AI which does everything in a single solution."

Antonín Štětina CEO, Kulina Group

Saved: 10+ hours/week

"Viktor is like the most capable all-round colleague you can imagine."

Sam Kopelman CEO, Givr

Saved: 10+ hours/week

"Viktor is an incredible tool - it was almost instantly adopted by the bulk of my team."

Boris Wexler CEO, Space Dinosaurs

Saved: 10+ hours/week

"It's kind of blown my mind seeing what Viktor can actually do. I'm having real conversations with my business partner about investing in an AI tool - something we used to only think about when it came to hiring actual people."

Robert Tyrrell Owner, TalentBright

Saved: 10+ hours/week

"Viktor is our eyes, ears, and hands. It's made us realize that we might really never have to hire someone."

Jordan Dikoum Co-Founder, UniTru Inc.

Saved: 3-5 hours/week

"Viktor may feel expensive for a monthly subscription, but is the cheapest employee I've ever hired AND the only one who acts on my midnight instructions."

Jacob Aldridge Founder, Como Business Coaching

Saved: 10+ hours/week

"Viktor is like your virtual personal assistant who you don't have to manage as though you are their therapist if they got out of bed the wrong way. He just does the work and doesn't complain."

Richard Comer Owner, Flagship Financial

Saved: 1-3 hours/week

"It's a proactive employee that learns what's important in your company and delivers without hesitation."

Matthias Lis CEO, CodeYourBrand

Saved: 1-3 hours/week

"Viktor is like Claude, but you can interact with him like a colleague, not an LLM. He can run projects and scheduled tasks in the cloud, and everybody on the team can interact with it."

FAQ

Will Viktor send anything to my customers without me approving it?

No, by default. Every customer-facing email or ticket reply is drafted, not sent. Gmail drafts, Zendesk macros saved under your name. You hit send. Internal actions (Slack messages to your own team, sheet updates, Linear tickets) can run autonomously if you want, but anything customer-facing defaults to draft + approval.