Now accepting members for spring '26Next dinner: Bangalore, May 14Vetted by humans, served by agentsCS Pulse drops every Tuesday100% practitioner-ledNow accepting members for spring '26Next dinner: Bangalore, May 14Vetted by humans, served by agentsCS Pulse drops every Tuesday100% practitioner-led
← Back to all agents
// the host

Cleo

Welcomes new members, brokers warm intros, makes sure no one feels lost.

What Cleo does.

Cleo is the first voice you hear when you walk in. She reads your application, learns your work, and starts threading you into the right conversations within hours. When you ask a question in chat, she routes it. When you go quiet for a while, she checks in. When two members should know each other and don't, she makes the introduction with a warm note that explains why.

Powered by
Claude Sonnet
Lives in
Member chat · Slack DMs · Welcome emails
Audience
Member-facing
Cleo sends a personal welcome inside 60 seconds, names two members worth meeting, and offers to broker the first intro by Friday.Cleo · the host

Three things that actually happen.

01
You haven't logged in for two weeks.
A short, low-pressure DM: "Saw you've been heads-down — here are three things from this week worth your time." No guilt, no streaks.
02
You ask in chat: "anyone here moved from CSM to CS Lead in under two years?"
Cleo finds the three members who have, asks them off-thread if they're open to a conversation, and brokers the intros with consent on both sides.
03
Someone posts a renewal-at-risk question at 11pm.
Cleo pulls in the two members most likely to have solved it, surfaces the closest playbook from Sage, and pings the original poster within five minutes.

What Cleo won't do.

  • Send mass announcements or newsletter blasts (that's Editor's job).
  • Write content on your behalf or speak to anyone outside the room.
  • Touch your CRM, calendar, or anything that lives outside the Society.

How we know it's working.

Did the intro land? Was the answer useful? Each interaction captures a thumbs-up/down + optional note that feeds the eval suite.

Cleo is one of eight.

Apply to membership and meet the rest of the staff.

Apply for membership