Pi by Inflection + Lumen5: Customer Success Stack
Pair Pi by Inflection (AI Chat) with Lumen5 (AI Video) to scale customer success. This stack creates a CS platform that helps teams reduce churn by 20-35%. Track net revenue retention to measure impact.
Tools in This Stack
Setup Guide
- 1Set up Pi by Inflection
Sign up for Pi by Inflection and configure for ai chat.
- 2Set up Lumen5
Set up Lumen5 with team credentials for ai video.
- 3Connect tools
Use native integration or Zapier/Make to connect both tools.
- 4Run pilot
Run a pilot workflow with real data. Measure baseline metrics.
Integration Steps
- 1Connect Pi by Inflection API
Configure Pi by Inflection export settings to share data with Lumen5. Set up authentication and test.
- 2Configure Lumen5 intake
Set up Lumen5 to process data from Pi by Inflection. Map fields and validate format.
- 3Build automation workflow
Create automated triggers between Pi by Inflection outputs and Lumen5 actions. Test with 10 samples.
- 4Set up monitoring
Configure Slack or email alerts for integration failures. Add weekly summary reports.
Cost Analysis
| Item | Cost |
|---|---|
| Total | $25/user/mo + $49/mo |
| Lumen5 | $49/mo |
| Pi by Inflection | $25/user/mo |
Ehsan's Recommendation
From direct experience with 100+ implementations, the success rate doubles when teams pair ai chat and ai video tools. With Pi by Inflection feeding into Lumen5, you remove the biggest friction point in most customer success workflows. Assign one owner for this integration. Shared ownership means no ownership.
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Ehsan Jahandarpour
AI Growth Strategist & Fractional CMO
Forbes Top 20 Growth Hacker · TEDx Speaker · 716 Academic Citations · Ex-Microsoft · CMO at FirstWave (ASX:FCT) · Forbes Communications Council