Introduction

Tuvix is an AI-powered Customer Success Manager for your business. It automates customer onboarding, monitors account health, prevents churn, and surfaces upsell opportunities — all running 24/7 in a secure cloud instance.

Tuvix is credit-based — no API key required. Each account comes with $5 in free credits to get started.

Note: Your CSM runs in a private, secure environment. We do not support public internet exposure of your instance.

Quick Start Guide

1. Create an Account

Sign up using your Google account. We automatically provision a secure workspace for you. No API key is needed — your account starts with $5 in free credits.

2. Start Your Free Trial

Navigate to your dashboard and click “Start Free Trial”. You get 30 days of full access, including email support and $5 in AI credits.

3. Configure Your CSM

Complete the setup wizard — connect your customer Google Sheet, set email preferences, define playbooks, and choose your alert channels (WhatsApp, email, or browser).

4. Deploy

Your CSM instance is automatically provisioned in 2-5 minutes. It starts working immediately — onboarding customers, monitoring health, and sending you alerts.

Architecture

Your CSM runs in its own isolated Docker container on Google Cloud. All browser access is TLS-encrypted via a reverse proxy and requires token authentication. Container ports are never directly exposed to the internet.

Isolated Docker container per customer
TLS-encrypted connections with token authentication
Credit-based AI usage — no API key required
Automatic updates for the underlying AI engine

Configuration

After deployment, configure your CSM from the Settings page:

Customer Data: Connect a Google Sheet with your customer list (name, email, company, tier, signup date)
Activity Log: Optionally connect a second sheet with usage/login data for health scoring
Email: Configure the email account your CSM sends from (we recommend a dedicated Gmail)
Playbooks: Create onboarding, retention, and upsell playbooks with custom schedules
Alerts: Choose WhatsApp, email, or browser notifications for CSM alerts

Browser Access

Access your CSM dashboard directly from your browser. View the activity feed, customer health scores, onboarding pipeline, upsell opportunities, and retention alerts — all in one place.

Troubleshooting

CSM not syncing customers: Make sure your Google Sheet is shared with the service account email (see FAQ)
Emails not sending: Check that your email App Password is configured correctly in Settings
Credits running low: Top up credits from your dashboard. Each AI action uses a small number of credits

Support

Need help? Contact our support team. We offer free email and zoom video call support for the first 30 days of your trial.

bk@forge7.ai