Field Notes

Thinking Out Loud

Long-form writing on AI in customer success, CS operations, and building tools that make the work better. From someone who's spent 20 years in the weeds.

The Quiet Churn Problem
The accounts that go dark don't send warning signals. They stay green right up until they don't renew — because you've been single-threaded and the decision was never your champion's to make.
Building AI Agents That Know When to Step Back
How to build an AI support agent for AP/AR and fintech that resolves issues on first contact — and hands off gracefully when it shouldn't go further. Includes working demo and full architecture walkthrough.