Matik helps digital and scaled customer success teams generate account-specific value updates, reviews and reports from connected data and approved templates, then deliver them by email with Matik Mail. Customers can understand their own results without a CSM presenting each update.
Give every account relevant communication, even when there is no CSM in the meeting.
Create a separate value update for every account in your selected audience. Make regular communication practical beyond the customers who get a meeting.
Use the account’s own metrics, relevant content and AI-assisted takeaways. Give customers a value story they can understand on their own.
Run approved content on a schedule or when configured account conditions match. Repeat the program without rebuilding each update by hand.
Review email opens, clicks and bounces in Matik Mail. Use recipient-level engagement to assess delivery and plan your next communication.
Start with one segment and one recurring value update. Configure the program once, then generate account-specific communication each time it runs.
Define the customer segment and the inputs the program needs. Use a connected list so the selected audience can refresh at each scheduled run.
Approve the template, connected metrics and guidance for the narrative. Each customer gets content generated from their own account data.
Choose the cadence or account condition and configure Matik Mail. Decide whether your program needs outbox review, then monitor the run and engagement.
Matik generates an individual update for each account using your team’s connected data and approved template. Configured rules select the content that applies, while AI-assisted takeaways help explain what those results mean for the customer.
Account-specific numbers, charts and tables from connected sources.
Conditions adapt the content to the account’s products and situation.
For generated decks, Narrative Agent shapes the story using account data and your program’s guidance.
Identical source values and query inputs produce identical configured metrics.
Generate for your selected audience in bulk, repeat the workflow on a schedule, or check account data for a configured milestone. Matik creates the matching outputs and reports what happened for each account.
Matik Mail pairs a personalized message with that account’s generated content. Send from your verified company domain, include a file or link, and track recipient engagement. Add an outbox review when your program needs approval before sending.
Connect your CRM, warehouses, BI tools, spreadsheets and APIs. Generate decks, documents, spreadsheets, PDFs and personalized emails. Use Matik from your AI assistant, bring in context through MCP, and deliver content through the tools your team already uses.
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Digital customer success automation delivers relevant communication to customers without requiring a CSM to present every update. Matik helps digital and scaled CS teams generate account-specific value updates, reviews and reports from connected data and approved templates, then deliver them through Matik Mail. Program owners configure the audience, content and delivery workflow.
No. A Matik template can generate a separate output for each account. Configured queries populate the account’s metrics, and conditions select the content that applies. Teams may still use different templates for different audiences or programs; they do not need to create a copy of the template for every customer.
Yes. Matik can generate one output per account in a bulk selection. You can use a query-driven account list, paste a list or upload a CSV. Scheduled workflows can refresh a Select All audience at each run. Data-triggered workflows check configured conditions on a cadence and generate for matching accounts.
Yes. Matik Mail generates a personalized email for each recipient with that account’s content attached or linked. It sends from your verified company domain and can be part of a scheduled or triggered workflow. You can configure an outbox review so a program owner checks the messages and confirms the send.
Matik Mail reports email opens, clicks, bounces and other delivery events for each recipient, with a CSV export available. Digital CS teams can use these signals to assess delivery and engagement, compare customer segments and plan the next communication.
Matik creates and distributes customer-facing content using connected account data. Your CRM and customer success tools continue to support the workflows they manage. Matik adds approved templates, account-specific generation and delivery; which connections your program uses depends on the sources configured by your team.
In Matik’s data-driven templates, configured source queries and calculation logic supply the metrics. With the same source values and query inputs, those configured metrics remain the same. AI can help build content and draft or adapt takeaways around the account data. AI-written explanations can vary and should be reviewed as part of your program’s setup and approval process.
