Product Success Agents

Your customers already told you.

Ship better products. Drive adoption. Prove value.

Agents for product, marketing, and customer success, turning your customers' own words into ranked needs sized by revenue. Running on your data in under two weeks.

In your team's daily workflow in weeks. Not another pilot that never ships.

Ship better products

Needs ranked by the accounts asking and the revenue behind them, with the original quotes attached.

Drive adoption

Launch readouts at 30, 60 and 90 days, and the behaviors most tied to retention.

Prove value

Every number links back to the calls and tickets behind it, on data you can trust.

The outcome that matters

AI your teams use every day

Enterprises get excited, launch a pilot, and watch it stall on messy data and teams that never change how they work. We are not finished when an agent works. We are finished when your team uses it without thinking about it.

88%

of AI proofs of concept never make it to wide deployment. For every 33 launched, four reach production.

IDC, research with Lenovo

That gap is the work

Pilots stall on data nobody trusts and workflows nobody changed. We fix the data first, put the agent where your team already works, and stay until it is in weekly use. Shipping into production is the engagement, not the demo.

Where your teams already work

Findings and drafts arrive in Slack, Teams, email and your backlog. Where the work needs its own screen, like approving what an agent produced, it is one purpose-built app, not another system to live in.

Used, and measured

We track how many people use the agents each week and report it, the same way we would any product.

We stay until it sticks

A pod runs the agents with your team, tunes them on real corrections, and only then hands them over.

The problem

The answers are already in your data

Almost none of it reaches product in a form anyone trusts, and nobody can say which accounts are asking.

The data isn't the problem. The hours it takes to make sense of it are.

Agents

One agent for every stage of the product lifecycle

Two foundation agents sit underneath the rest, because everything depends on clean data.

How it fits together

Agents read the systems you already run, and the work lands where your teams already are. Nothing reaches a customer without a person approving it.

Architecture diagram: data sources feed five agents, whose output reaches people through analytics, tailored apps, Slack and Teams, and email and existing tools.

Where you interact with the agents

Analytics

Dashboards and needs sized by revenue

Tailored apps

Purpose-built screens where your team reviews, edits and approves

Slack and Teams

Alerts and answers where your team already works

Email and your tools

Drafted notes, backlog entries, release content

Agents

Customer feedback is quantified, mapped to customer segments, and supported by verbatim quotes, calls, and tickets.

Signals from your data sets

Pendo product usage Call recordings Support cases Surveys and NPS Ideas portals CRM and account data Frontline requests

Delivery and staffing

Embedded until the agents work

Enterprise AI fails in the last mile, where agents meet messy data and teams that don't trust the output. A pod stays inside your business until the agents hit agreed targets.

The pod

Agent Engineer

Connectors, identity resolution and the agent pipeline.

Full time

Deployment Strategist

The business outcome, and how teams work once agents are live.

Full time or half time

Engagement Lead

Stakeholders, access and the roadmap.

Part time

Engineers can sit offshore with an onshore Balboa lead behind them.

Where we start, and what follows

  1. 1

    Way in

    Pendo Audit Agent

    Health baseline in days

  2. 2

    First build

    Voice of Customer Agent

    Biggest pain, fastest proof

  3. 3

    Next

    Product Adoption Agent

    Is what shipped being used

  4. 4

    Next

    Go-to-Market Agent

    Evidence at every gate

  5. 5

    Ongoing

    Center of Excellence Agent

    Keeps the program running

Design, build, operate, transfer

01

Design

Map sources, categories and approvals

02

Build

Stand it up, test on labeled real feedback

03

Operate

Run it, tune it, report accuracy monthly

04

Transfer

Your team owns it, documented

How it is priced

First build

Fixed fee, typically a 120-day Use Case Accelerator.

Ongoing

Monthly retainer on allocated headcount.

Voice of Customer Agent

Hear every customer. Act on what matters.

Ties every comment to the account and revenue behind it, and turns it into ranked needs product will trust.

01

Capture

Every source daily, long calls split so nothing is lost

02

Understand

Sorted by area, topic, sentiment and urgency

03

Attribute

Tied to the person, account and parent company

04

Size

Ranked by accounts, revenue and growth

4+ hours

saved per person each week

Under 2 weeks

kickoff to a working agent

Every need

sized by revenue

  • Drafts a survey when a theme is growing, and finds who to ask
  • Tracks who asked, and drafts the note when it ships
  • Flags competitor mentions sized by spend

Your team confirms in a review queue. Approved needs flow into your backlog with the quotes attached.

Sources it reads

Call recordings Support cases In-app surveys NPS Ideas portals Frontline requests Product usage

Go-to-Market Agent

Evidence at every release gate.

Most launches go out on gut feel and a date. This one runs on evidence.

01

Recruit

Finds beta-fit customers and drafts the ask

02

Learn

Tracks partners, reviews replays, watches funnels

03

Decide

Writes the go or no-go brief with the evidence

04

Launch

Drafts announcements, notes, one-pagers and FAQs

Product Adoption Agent

Turn launches into lasting usage.

Shipping is the halfway point. This agent finds what separates customers who stick from those who stall.

For your teams

  • Maps product use and drafts the expansion note
  • Scores growth and lapse risk, and explains why
  • Ties behaviors to retention and recommends each fix
  • Produces the 30, 60 and 90 day launch readouts

For your customers

  • Walks new users to their first win, then hands off
  • Answers how-to questions from your help content
  • Nudges back users who stall during setup

What it learns returns to the Voice of Customer Agent as new needs. That closes the loop.

Pendo Audit Agent

Clean data before anything else.

Every agent is only as good as the data under it. This one tells you what to fix. Baseline in days.

Tag coverage

Weekly

Untagged pages, broken tags, untagged releases

Account identity

Monthly

Sub-accounts that don't roll up, bad metadata

Naming and duplicates

Monthly

Off-standard names, duplicate pages and events

Stale content

Monthly

Nothing in 90 days, unused drafts, expired guides

Segments

Monthly

Unverified, unused, or built on bad data

Access

Monthly

Roles, admin rights, people who left

Install health

Monthly

Pendo on every app, integrations passing

Center of Excellence Agent

The audit finds the problems. This agent gets them fixed.

Product data programs fall apart when nobody owns them. This one keeps yours running.

  • Gives every audit finding an owner and a due date
  • Sizes requests and routes them to the right builder
  • Checks scheduled in-app messages across teams
  • Sets the standards for tags, names, surveys and guides
  • Reconciles numbers when two tools disagree
  • Writes the leadership summary

Anyone can ask it plain questions and get a chart back.

Principles

How our agents work

Tailored to your business

Shaped around your products, segments and decisions.

Inside your IT environment

Your cloud, your data, your approved model.

People decide

Agents draft. A named person approves.

Every number shows its work

Each count links to the quotes behind it.

Revenue counts, not volume

Ten complaints from one customer count once.

Built to be handed over

Our goal is a team that runs these agents without us.

Why Balboa

Why we build these

Product analytics is one input. Calls, tickets, surveys and frontline feedback are the rest, and that's where the signal lives.

We change the way product companies work and make it better.

See it working on your own feedback

Bring a month of calls, tickets and surveys. We'll show you what the agent surfaces and the revenue behind each need.

FAQ

Common questions

Do I need Pendo?

The Audit and Center of Excellence agents are. The Voice of Customer Agent works with any call, ticket and survey data.

Where does it run, and on which model?

Inside your environment, behind a gateway pointed at whichever model your security team approves.

Will it contact customers on its own?

No. Every survey and notice is a draft until your team approves it.

How do we know it's accurate?

We test against feedback your team labeled by hand, then check accuracy monthly.

How long does it take?

Under two weeks to a working agent on your data.