Agente de Procura de Clientes de Referência

Find a Reference, Not a Spreadsheet of Maybes

When sales asks CS for a reference, the answer is usually a list of 30 "happy customers" with no signal about who will actually take the call. The Reference Customer Finder Agent fixes this. When an AE requests a reference for a specific use case, segment, or product, the agent surfaces the 3–5 customers most likely to take the call right now — based on NPS score, recent CSM call sentiment, public advocacy (G2 reviews, conference speaking), and call-readiness signals (no open support escalation).

How It Works

The agent has two modes. On-demand mode is triggered from a Slack command (/find-reference saas-mid-market expansion); the agent returns ranked candidates within 60 seconds. Maintenance mode runs weekly and refreshes a Notion reference-bench page so AEs can browse the available pool by segment and use case without waiting.

Required Connections

• Salesforce or HubSpot — account, contract, and contact data
• Demodesk — recent CSM call sentiment
• Zendesk or Intercom — open-escalation check
• G2, Gartner Peer Insights, or equivalent — public advocacy signal
• Notion — reference-bench destination
• Slack — on-demand command and notification

What Makes It Different

This is the advocacy workflow done right — moved from CS to a shared Marketing/CS billing per the v1 plan call, because reference management is fundamentally a marketing motion that happens in customer relationships. The agent doesn't ask CSMs to vote; it reads the data they already produce.