AI in Customer Success: Reality Check
The AI wave has dominated 2024 and 2025, with companies racing to adopt Agental AI tools across the customer success landscape. But beyond the buzzwords and bold claims, what’s actually happening on the ground?
Join us for a no-fluff, insight-packed afternoon with early adopters who are putting AI to work in real CS environments. Hear real-world stories, challenges, outcomes, and engage directly in roundtable discussions that explore what’s working, what’s not, and what’s next.
Whether you’re leading a CS team or just starting your AI journey, this is your chance to connect, reflect, and reality-check the future of Customer Success.
🌴🏨🌴 Hospitality sponsor’s special offer for attendees! 🎺
Receive 20% off your booking from Uptown Oasis San Jose Airport (website here) from May 4 - May 25th!
Only two steps:
Register for the event
Use the code CSNordics into the +Add Promotional Code area. 🙌
🎤 What to Expect
Case studies & lessons from AI adopters in CS
Interactive roundtable discussions
Networking with Bay Area CS professionals
Local catering by Freddie’s Sandwiches #2
Free Parking!
EVENT AGENDA: (Pacific Time)
1:00 PM – Lunch & Arrival
1:15 PM – Chairman Welcome Aaron Medina
1:30 PM – 1:50 PM – Opening Remarks Reserved for Whatfix Founders
1:50 PM – 2:30 PM – Keynote Speaker Nupur Thakur – Founder & CEO, Success Pulse, SVP Post Sales Practice @ Trantor ✅
2:30 PM – 3:15 PM – Panel Discussion Facilitator: Hai Ta – Cofounder, USERLENS ✅ Panelists: • Charles Howard – Sr. Director, Enterprise Customer Success @ Iterable ✅ • Deepak Sharma – Chief Client Officer @ Photon ✅ • Munish Gandhi – CEO & Founder @ Statisfy ✅
3:15 PM – Break
3:30 PM – 4:00 PM – Keynote Speaker Maranda Dziekonski – VP of Customer Success @ ID.me ✅
4:00 PM – 4:30 PM – Roundtable Sessions • Table 1: Nupur Thakur – Founder & CEO, Success Pulse, SVP Post Sales Practice @ Trantor ✅ • Table 2: TBA • Table 3: TBA
4:30 PM – Closing Remarks
4:45 PM – Networking
5:00 PM – Afterparty at M8trix Casino (21+)
🎯 Who Should Attend
Customer Success leaders, practitioners, and AI-curious professionals looking to understand the real impact of AI in CS workflows.
🧩 Powered By:
Whatfix, the Digital Adoption Platform
Userlens by Wudpecker the AI-Powered Customer Feedback Analysis
🛡️ Liability Disclaimer: The views and opinions expressed by speakers and participants are their own and do not necessarily reflect those of the event organizers, sponsors, or affiliated organizations.
🗣️ Speaker Views Disclaimer: The views and opinions expressed by speakers and participants are their own and do not necessarily reflect those of the event organizers, sponsors, or affiliated organizations.
📸 Media Release: By entering the event premises, attendees consent to photography, audio recording, and video recording, which may be used for promotional purposes across various media platforms.