Practical AI for CSMs & Customer Success Teams in 2026

Customer Success is changing.

Artificial Intelligence is no longer a buzzword; it’s a game-changer for how companies manage customer relationships, drive retention, and deliver value at scale.

In this hands-on introductory course for Customer Success Managers, Leaders and Teams, you’ll learn how to integrate AI into your customer success strategy - from automating onboarding and support to predicting churn and building personalized, intelligent workflows.

We'll explore the theory of AI and discover practical, real-world applications that help you and your team work smarter, not harder.

Taught by a Customer Success Director with years of industry experience, this course is designed for CSMs, leaders, and professionals who want to future-proof their skills and lead confidently in an AI-driven world.

What You’ll Learn:

By the end of this course, you’ll be able to:

• Understand the fundamentals of AI and its role in Customer Success

• Identify high-impact areas where AI can improve your workflows

• Predict churn, measure customer health, and personalize engagement using AI tools

• Automate repetitive processes while maintaining genuine customer relationships

• Design and implement an AI roadmap tailored to your organisation’s goals

• Manage change, train your team, and drive adoption across your company

• Build your own AI-Powered Customer Success Plan through a Capstone Project

  
  

This course is designed to be interactive and actionable, with a balance of strategy and hands-on guidance.

The future of Customer Success is intelligent, data-driven, and automated - but still deeply human.

By mastering AI in Customer Success today, you’ll position yourself as a strategic leader who can drive retention, scale engagement, and deliver measurable business impact.

Whether you're part of a team of one or one hundred, this course gives you the framework, tools, and confidence to make AI work for you and your customers.

Please note, this course is designed to equip you with the skills to choose AI tools that work for your needs, rather than in-depth walkthroughs of specific AI tools. This way, as the world of AI and AI tooling changes, you won't get left behind.