Hook

Watch this webinar to discover how automations work in Hook

Automating Through Hook [Webinar]

A one-pager overview of Echo, Hook's AI agent that analyses customer interactions to surface risks and opportunities before they appear in your health score.

Echo - AI Agent (One-Pager)

A one-pager overview of Guardian, Hook's AI adoption agent that proactively monitors every account and acts to prevent customers becoming a churn risk.

Guardian - AI Agent (One-Pager)

A one-pager overview of Delta, Hook's AI agent that identifies and drives commercial renewal opportunities. From monthly-to-annual conversions to multi-year deals and seat expansions.

Delta - AI Agent (One-Pager)

A one-pager overview of Activator, Hook's AI onboarding agent that personalises activation for every customer, from defining success goals to executing the next best action at scale.

Activator - AI Agent (One-Pager)

A one-pager overview of Radar, Hook's AI agent that monitors the web across your entire book of business to surface churn risks and expansion opportunities from external signals.

Radar - AI Agent (One-Pager)

A one-pager overview of Anchor, Hook's AI agent that makes sure every renewal is covered, from auto-renewal notices to routing negotiated renewals to the right owner.

Anchor - AI Agent (One-Pager)

How automations in Hook work to power your CS team

How to Automate in Hook

Ideas for automating the customer journey using Hook automations

Automating Customer Journey Milestones

Knowing which tool to apply to different use cases

Automations and Agents: Which Should You Use?

A guide for CS teams on how to design and launch their first automations to improve GRR, NRR, and team efficiency

Your Hook Automation Strategy

Find out more best practice guidance on automating in Hook

Automations

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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