An AI-native system of action for B2B SaaS leaders running the Client Launch-to-Advocacy journey. Grounded in your systems of record. Run by humans who actually know your business.
Not another CS platform. Not a workflow tool. A layer that sits above your stack — coordinating humans, agents, and systems of record along the entire Client Journey.
One unifier — Uni — coordinates your sub-agents, your teams, and your systems of record along a single Launch-to-Advocacy Journey. Nothing runs in isolation.
Every value moment is validated against a real event in your systems of record. No manual entry. Your data decides — advances trigger, KPIs update, statements reconcile.
Adaptive motions that respond to live signals. Humans in the loop by design — every agent action visible, every escalation routed, every decision audit-ready.
Your Client Journey Owner designs the journey once. Uni runs it every day — every client on it, humans and sub-agents working from the same live dashboard, grounded in your systems of record.
Connect source systems, validate data pipelines, and deliver first classified spend view on RAPid Cloud Platform.
Percentage of identified source systems successfully connected and ingesting data
Client signs off on AICE classification accuracy report for initial spend dataset
Embed spend analytics and IniTrak into weekly procurement workflows across category and operations teams.
Number of cost-saving initiatives actively tracked in IniTrak by the client team
Client team logs 3 or more active initiatives in IniTrak with assigned owners
Quantify realised cost savings, supplier rationalisation outcomes, and classification ROI for CPO-level business case.
Cumulative £/$ value of cost-saving initiatives marked as realised in IniTrak
Client Procurement Director shares Rosslyn ROI summary with CFO or Finance lead
Convert proven ROI into renewal commitment, peer referrals, and expanded platform use across additional spend categories.
Number of completed reference calls, case study contributions, or peer referrals by CPO
Client signs renewal contract or expansion order within the contracted term
All 4 clients on track — connection rates above 88%.
2 clients stuck at 2 initiatives — below the advance threshold.
4 clients at 42.7% of savings-KPI target — CFO share still pending.
1 client scored 91.6 — high potential for upsell and named reference.
Continuously reads client health — usage, risk, and the CS tasks that maintain it — and feeds the signal.
Uni unifies your CS tool with your CRM, product, and billing as one system of record — no rip-and-replace — then turns those signals into Launch-to-Advocacy motions, humans leading, agents executing.
Post-Sales Ops work in a single surface — inside Claude, Cursor, Slack, or Teams — with SSO, RBAC, and audit built in. One sign-on, not two.
Our proven Forward-Deploy Operators carry the setup. The product does the work. Your team keeps judgment — and ownership.
You own the journey and the number.
Grounded in your systems of record.
Your fastest possible Time to First Value.
FDOs build your Journey, tune it in one sprint, then hand it back — and/or stay on as your fractional AI-powered Journey team member.
You pay only when your client advances — funded from work you already pay for: CS capacity, professional services hours, and the renewals you're defending.
Uniply + your CS platform. Gainsight, Totango, or Vitally handle account health and CS tasks. Uniply handles the Launch-to-Advocacy Journey — and feeds journey momentum back into your CS stack. Both get sharper.
The question buyers ask us most: "why not just build this ourselves with Claude or GPT?" Here's why Uniply exists — and what building it yourself actually costs.
Clients don't want 30 agents. They want one — coordinating the rest. Uni unifies your sub-agents along the Launch-to-Advocacy journey, grounds every action in your systems of record, and escalates to humans by design.
The Uniply MCP Server gives AI platforms secured, governed access to your Client Launch-to-Advocacy Journey — motions, value moments, journey signals, and the agents that run them.
It's the foundation that lets Uniply and external AI systems — Claude, ChatGPT, Gemini, Copilot — work together seamlessly and safely, grounded in your systems of record.
Generic inputs. Generic answers. Every quarter another wave of agents ship — none of them aligned to the work that actually compounds renewals, expansion, and advocacy.
But here's what nobody talks about: the Client Launch-to-Advocacy journey turns out to be exactly what AI needs. It creates meaning between data that was previously impossible to reconcile.
Your CRM never mapped to product usage. Your CS platform was never connected to billing. Your QBR notes lived in slides. The signals existed — they just lived in separate worlds with no shared structure.
Building and maintaining that system of action is a serious undertaking. So we built it for you:
Uni grounds in your systems of record, applies your governance, and runs every motion across Launch, Value-Proof, Adoption, and Advocacy. Ask anything about your client portfolio — get answers that are auditable, cited, and connected to the journey, not pulled from generic context. The unlock: agents understand the relation between behavior, sentiment, and revenue by following the journey taxonomy as the shared structure.
Give your CCO, CS Ops lead, or each business segment a curated view of the client state relevant to them — without exposing the full complexity of the system of action. They ask in natural language. You stay in control of what Uni reasons over.
Generate executive-ready outputs — QBR packs, renewal-save plays, board reviews, M&A integration readouts — with citations, source data, and ready-to-send PDFs.
Agents are only as great as the system of action they run inside. A small group of high-judgment operators — your COO, CCO, CS Ops lead, and a handful of Forward Deploy Operators — can now run client value as an enterprise-wide operation, scaling capability to every segment without stretching the front line thin.