Tell the right story, every time.
Give every rep and CSM an approved, data-driven starting point. Matik fills it with current numbers, tailors it to the account, and writes the takeaways, so your team walks in prepared instead of building from scratch.
Personalized. On-brand. Wherever you work.
Live data and AI build every deck, doc, sheet and page.
Start from one approved template. Live data fills the numbers, conditional logic tailors what's included for each account, and AI writes the takeaways and adds slides when the story calls for it. Matik AI helps you set it up, and the result is a narrative in whatever format you need: a deck, a doc, a sheet, an email, or a page.
Approved templates, customized within your guardrails.
Every deck starts from a template your team approved. Reps can choose which slides to include and customize the presentation with AI, and the result still looks and reads like yours. The data, the design, and the logic underneath stay in your hands.
Ask for a deck from your AI assistant, CRM, or Slack.
Nobody should have to leave their workflow to get a deck. Ask your AI assistant, ask in Slack, or generate from inside Salesforce. Matik finds the right template, asks for what it needs, and hands back the file.
Trusted by leading Customer Success teams
A few useful answers.
Can reps add their own account knowledge?
Yes. The template provides a consistent foundation while reps bring the customer’s priorities and conversation context. Explore the Narrative Agent for AI-assisted discovery and personalization.
Do we need a separate template for every customer?
Slide conditions help a shared template adapt to different account data. Library slides also let your team reuse approved content across templates.
Where can the team start?
Use Matik directly, or explore supported entry points such as Salesforce and the MCP integration. Available actions depend on your setup.