Frequently Asked Questions

Tara is your AI-CSM teammate that performs key tasks such as automating health scores, identifying upsell opportunities, driving value realization and personalizing engagement. Tara helps human CSMs take proactive, data-driven actions, allowing them to focus on building stronger customer relationships and driving growth.

Tara uses machine learning to analyze historical data and customer behavior patterns to predict churn, upsell, and renewal opportunities. The AI model identifies early warning signs of potential churn by examining factors like product usage, demographics, and engagement metrics. For upsell and renewal opportunities, Tara analyzes customer data to uncover patterns indicative of expansion potential or readiness to renew.

Effectiveness is measured by how accurately Tara predicts churn and identifies revenue opportunities, as well as the impact of automated actions on customer success metrics like retention rates, expansion, and NRR.

No, Tara doesn’t replace your team—it amplifies their efforts. By automating repetitive tasks, Tara frees up your CSMs to focus on high-value, relationship-driven activities that truly impact customer success.

Yes! Tara seamlessly integrates with your existing CRMs (Salesforce, HubSpot, etc.), data platforms (Snowflake, DataBricks, etc.), customer success platforms (Gainsight, Totango, etc.) and communication tools (Slack, email), enabling a smooth, non-disruptive setup. Integration is fast, allowing your team to start using Tara quickly without changing workflows.

Yes! Tara is designed to work even with imperfect or missing data. In fact, living with data quality issues is just a fact of life for most GTM teams. Tara uses machine learning to fix inconsistencies, fill data gaps, and normalize disparate data sources, so you can achieve results even with less-than-perfect data.

Tara is designed to work effectively even with sparse or limited datasets. She employs advanced ML techniques to handle data sparsity, including dimensionality reduction, specialized algorithms that perform well with sparse data, and synthetic data generation methods when necessary. With Tara, you can be assured that you’ll get accurate predictions regardless of your data volume or quality.

Tara’s AI is tailored to your unique business. It learns from your data and aligns with your customer journey, whether you have diverse customer segments or complex product offerings. Tara also fetches external data sources (e.g. ZoomInfo, LinkedIn, etc) to augment her knowledge base. She ensures that insights and actions are relevant and impactful for your specific context.

Onboarding Tara is quick and effortless—most customers are fully set up within 7 days. Our team handles the setup, integrations, and training at no cost to you. All you need to do is answer a few quick questions about your business and samples of your CS work products (For e.g. success plans, value realization scorecards, customer health reports, etc.)

Tara is SOC 2 Type II compliant and adheres to industry-leading security protocols to ensure your data is protected. We process only aggregated, non-PII data for insights, use Role-Based Access Control (RBAC) to manage data access, and apply end-to-end encryption for added security. With Tara, your customer data is secure, from start to finish.

Tara's pricing consists of two parts: A base Platform fee (with unlimited users) and a tiered fee based on number of accounts Tara supports. This approach ensures you pay only for what you need.

Tara's ROI is directly verifiable through cost savings from increased team productivity, revenue protection through churn reduction, and growth from expansion opportunities. These outcomes always exceed your investment multiple times over.

Yes, we offer a Proof of Concept for select customers, so you can see firsthand how it helps with customer retention, revenue growth, and boosting your team's productivity.

Unlike traditional CSPs, Tara eliminates the manual effort required to generate insights and act on them. It automates tasks like health scoring, success planning, and follow-ups, acting as both a copilot for high-touch accounts and an autopilot for scaled accounts. Powered by custom AI models, Tara delivers and acts on personalized recommendations tailored to each of your customers—allowing you to scale your CS efforts efficiently with minimal human involvement.

Tara's health scores are powered by data-driven machine learning models. Key benefits include:

• No Blind Spots: Multivariate analysis across sales, product usage, success, and support data provides accurate predictions.
• Automated Setup: You don't have to spend hours developing one-size-fits-all rules-based scoring.
• Always Current: Models continuously adapt to changes in customer behavior and business environments.
• Predictive, Not Reactive: Tara predicts churn and downgrade risks months in advance, enabling proactive mitigation.
• Revenue Focus: Every action is tied directly to a measurable revenue impact.

Not necessarily—it depends on your goals:

• If you use Gainsight for relationship management (e.g., playbooks, QBRs): Tara acts as an intelligence layer, enhancing it with AI-driven predictions and recommendations. It can also automate tasks such as health scoring, upsell identification, and follow-ups directly within these platforms, giving them AI superpowers.
• If your focus is reducing churn or growing accounts: Tara provides a more direct path to revenue impact, often reducing the need for traditional CSP platforms.

In fact, many of our customers use traditional CSPs like Gainsight, Totango, and ChurnZero alongside Tara to supercharge their CS efforts.