Nas.com (formerly Nas.io)
AI sales and customer success agents for Nas.com
AI agents inside Lark that work as extra members of Nas.com's sales and success teams, watching deals and accounts in real time and telling the right person what to do next.
- deal and account monitoring
- Real-time
- agents live where the team already works
- In Lark
- less Zapier task consumption
- ~83%
Context
The sales and customer success teams at Nas.com (formerly Nas.io) needed always-on visibility into their deals and accounts, and timely nudges, to improve retention, GMV growth, and revenue. There was more to watch than people had hours for. What began in September 2025 as an automation and reporting project became an ongoing retainer, extended through December 2026.
What we built
AI sales and customer success agents
Built over about two months (July to September 2026), the agents act as additional team members and live inside the team’s chat app, Lark, so there is no new tool to learn. They watch deal pipelines and customer accounts in real time and notify the assigned account manager or salesperson with recommended actions, so people spend their time acting instead of monitoring.
- Pipeline and account watch: continuous monitoring of deals and accounts, with alerts routed to the owner.
- Call analysis: reviews sales and success calls and surfaces what matters.
- Call coaching: gives feedback reps can use on their next call.
- Revenue monitoring: tracks account and GMV movement and flags changes early.
- Strategy suggestions: proposes next steps for each deal or account.
High-potential client identification
A machine learning model that scores accounts to find high-potential clients, so the sales and success teams know where to focus first.
Automation and reporting backbone
- Account pipeline automation: Monday.com items created automatically every three hours, plus a daily sync of Platinum accounts.
- Meeting tracking: Calendly-to-Monday automations for booked and cancelled calls.
- GMV account management dashboard in Looker, rolling up GMV and platform revenue per account.
- Daily reporting in Lark: a scheduled Looker report posted by a Lark bot, plus a weekly AI summary of Platinum calls.
- Lifecycle email plumbing: consolidated the English and Spanish Klaviyo automations and routed Platinum sign-ups into Klaviyo.
- Support audit: a review of the Intercom (Fin AI) configuration.
Outcome
The teams now have AI teammates that keep watch around the clock and hand each person specific next actions, inside the chat app they already use. Agent performance is measured per person, so the focus here is on what the agents do rather than team-wide numbers. On the automation side, retiring unnecessary automations and reducing polling frequency cut Zapier task consumption by about 83%, lowering running costs while adding capabilities.
What’s next
The retainer continues through December 2026, extending the agents and the reporting stack as the teams’ needs evolve.
