The Customer Success Café Newsletter

The Customer Success Café Newsletter

Turn AI Incidents Into QBR Proof, Not Renewal Drama

Hakan Ozturk | The CS Café's avatar
Hakan Ozturk | The CS Café
Jan 20, 2026
∙ Paid

Parloa just raised $350M to scale agentic AI in customer experience.

The funding itself isn’t the point.

It’s a massive signal for enterprise teams: support is turning into an agent fleet.

And fleets change the failure mode.

When an AI agent makes a bad call, customers don’t blame “the model.”

They blame your company. Then the story shows up later at renewal.

So, today’s post is a CS operating lens for leaders to prevent agentic AI from becoming the next churn driver.


The renewal risk nobody owns yet

In human-led support, ownership is usually clear:

  • The agent makes a mistake

  • Manager coaches

  • QA updates scripts

  • Leaders tighten the process

In agentic support, ownership gets blurry:

  • Support says “it’s the tool”

  • Product says “it’s Support’s workflow”

  • Security says “we didn’t approve that”

  • IT says “we don’t own CX”

  • Vendor says “it’s configuration”

Meanwhile, the customer hears one message: “No one is in control.”

That’s not a support problem. That’s an exec trust problem, and executive engagement is what keeps it from becoming a renewal tax.


The executive question you will get asked

When something goes wrong, leadership will ask:

“Who owns the decision when the agent fails?”

If you can’t answer that in one sentence, you don’t have automation.

You have a new category of churn risk.


The simple shift: from chatbot to governed system

Most companies treated automation like a feature:

  • Add bot

  • Reduce tickets

  • Call it done

Agentic AI is not “a bot.”

It is a system that:

  • acts on intent

  • chooses paths

  • handles edge cases

  • escalates when it can’t

That means you need three things that most teams do not have yet:

  1. Severity rules

  2. An audit trail

  3. A customer narrative


The AI incident to renewal playbook

This is the operating system CS can run with Support, Product, and Security.

1. Define “AI incident severity” like you already do for outages

Keep it simple. Three levels.

SEV 1: Renewal-threatening

  • wrong policy or compliance guidance

  • money-impacting error (refunds, eligibility, billing actions)

  • privacy or security risk

  • exec escalation

SEV 2: Trust erosion

  • repeated wrong answers in a core workflow

  • broken handoffs where customers get stuck

  • tone or language that triggers complaints

SEV 3: Contained

  • small knowledge gaps

  • minor friction with no account risk

Rule of thumb: if it can be screenshotted and forwarded to an exec, treat it as SEV 1 or SEV 2.

2. Put one name on the hook

For each severity level, assign:

  • a single owner

  • a backup owner

  • a customer comms owner

Recommended setup:

  • Support leader owns SEV 2 and SEV 3 execution

  • Product + Security co-own SEV 1 (cause and prevention)

  • CS owns the customer narrative for all severities

If CS does not own the narrative, the narrative will own the renewal.

3. Require an audit trail that you can show to an executive

You need proof you can stand behind, and CS reporting is where most teams realize they’re missing the basics.

Minimum fields:

  • timestamp

  • customer context used

  • source of truth used (KB, policy, CRM field)

  • what the agent decided and why (plain language)

  • when a human took over, and who

  • what was changed to prevent repeat

If your tooling cannot produce this, you cannot defend the outcome in a QBR.

4. Pre-write the customer comms

You want two scripts ready before you need them.

Script A: fast acknowledgement

  • what happened (one sentence)

  • what you’re doing now

  • how the customer gets a human immediately

  • when you will share the root cause

Script B: close the loop

  • root cause (one sentence)

  • what changed

  • how you will prevent repeats

  • optional: what you need from the customer

Speed protects trust. Clarity protects renewals.

5. Turn incidents into QBR proof, not landmines

Add a one-slide “Trust Report” to your next QBR:

  • incident count by severity

  • time to detect

  • time to human takeover

  • time to resolve

  • what changed

  • what is now safer

You’re not showcasing failure. You’re showcasing control.


The 8 questions revenue leaders should ask before agents scale

Use these in your next quarterly review with Support, Product, and Security:

  1. What triggers automatic human handoff?

  2. Can we set stricter rules for top-tier customers?

  3. What is logged, and can we export it for audits?

  4. How do we test new behavior before release?

  5. Which topics are blocked (billing, legal, security)?

  6. Who signs off on changes, and how are changes tracked?

  7. What is the rollback plan?

  8. If a customer escalates to their GC or CISO, what proof can we provide?

If these answers are weak, the company is scaling risk, not support.


Why this matters for renewals and NRR

Enterprise renewals rarely die from one incident.

They die from the story an incident creates:

  • They don’t have control

  • We can’t trust what customers are told

  • Risk is increasing, not decreasing

  • We’re not comfortable expanding

Agentic AI increases speed. It also increases the blast radius.

Governance is what keeps speed from turning into churn, and it’s why I track the revenue impact behind NRR like an exec metric, not a CS metric.


If you want the operating system for renewals, QBRs, and exec trust

I share systems you can run in real accounts. Browse more examples in the archive.

Free subscribers get the insight and what to fix.

Paid members get execution leverage: templates, scripts, and QBR assets revenue leaders are using at companies like Salesforce, Adobe, Monday.com, plus an exec-ready Excel workbook that connects AI incidents to ARR at risk and renewal dates.


Paid Section: The AI incident to renewal kit (copy-paste templates + Excel workbook)

👇 Paid subscribers: your copy-paste kit and Excel system start here:

Included resource: AI Incident to Renewal Kit (Exec-Ready, Excel Spreadsheet)

The full incident-to-renewal loop for leadership.

A plug-and-play workbook your team can use today:

  • Severity Matrix + SLAs

  • Ownership Map (RACI)

  • Incident Log (with renewal date + ARR at risk)

  • Customer Comms Generator

  • Exec Update page

  • QBR Trust Report

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