


eChai: AI x Customer Success, SF Edition
AI x Customer Success – The Future of CX & Retention (SF Edition)
📌 Overview: Why This Event Matters
Customer Success is no longer just a post-sales function—it’s becoming the heartbeat of long-term growth. And at the center of this shift? AI.
This in-person event brings together senior leaders from Zoom, UiPath, Infor, and more to explore how AI is transforming the customer journey—from onboarding to renewals, from reactive support to proactive value delivery.
Expect an evening of insight, candor, and connection—with practical takeaways from people on the frontlines of driving AI-powered change in Customer Success.
🧠 Main Theme:
“Reimagining Retention: How AI is Transforming Customer Success”
A deep dive into orchestration, automation, and personalized engagement in the AI era.
🎤 Featured Speakers
These leaders are shaping how world-class organizations think about AI, CX, and scale:
Rafael Godinez – Senior Manager, Customer Success, Zoom
Driving AI-first CX strategies and scalable support infrastructure.
Harshita Banka – VP, Customer Experience Transformation, Infor
Leading large-scale change in enterprise CX with data and intelligence at the core.
Sangita Ray – Customer Success Leader, UiPath
Championing automation in customer onboarding, retention, and renewals.
📅 Agenda: What You’ll Experience
6:00 – 6:30 PM | Chai & Conversations
Welcome reception with light bites, casual networking, and curated intros.
6:30 – 7:20 PM | Panel Discussion: “Reimagining Retention”
A candid conversation about real use cases, evolving team structures, and what AI means for the future of CS.
7:20 – 7:40 PM | Zoom AI Showcase + Q&A
An exclusive look into how Zoom is embedding AI across the customer journey—plus your chance to ask the team how it works.
7:40 – 9:00 PM | Open Networking
Unstructured time to meet fellow builders, operators, and leaders working on AI and CX at scale.
💡 What You’ll Learn
How leading CS teams are using AI to drive proactive engagement
Best practices for predicting churn and improving retention
Frameworks for balancing automation with human empathy
How to structure your CS org to be AI-ready
What metrics and signals matter in an AI-enhanced CX model
Emerging tools and platforms that support intelligent CS
🎯 Who Should Attend
Customer Success & CX Leaders building AI-augmented teams
Product & Operations Managers focused on retention and support
AI/ML Practitioners working on enterprise experience and automation
Startup Founders & GTM Leaders exploring how AI impacts customer growth
Investors and Advisors interested in the future of customer-centric platforms
