Case Study

How Agent Mode helps Meevo unlock Pendo for every team, without adding complexity

Meevo logo
12x
faster report creation time

Meevo at a Glance

Meevo, a product of Millennium Systems, is a cloud-based spa and salon management platform that empowers beauty and wellness businesses to streamline operations, elevate client experiences, and grow profitably. Its comprehensive suite of tools helps hundreds of thousands of users across 36+ countries manage appointments, point-of-sale, marketing, inventory, and analytics to run their businesses more effectively.

Industry

Software

Company Size

201-1k

Region

NA

Headquarters

Parsippany, NJ, United States

Pendo Products Used

Agent ModeAnalyticsSession Replay

The Challenge

Meevo had valuable product data in Pendo, but most teams didn't have time to learn the platform. The company’s internal Pendo admin was becoming a bottleneck for ad-hoc questions while CSMs and Implementation teams avoided Pendo altogether.

Pendo’ing it

Agent Mode turned product data into a conversation. Anyone could now ask natural-language questions like "What's adoption of Feature X?" without learning to build reports.

The Results

Reports that took an hour now take five minutes. Executive questions can be answered live in meetings, Support pairs Agent Mode with Session Replays to resolve account issues faster, and Implementation spots early churn risks.

When the data gatekeeper becomes the bottleneck

Before Pendo, Meevo’s teams relied on database outputs and audit logs that showed what users created, not how they interacted with the software. Once Pendo was installed, new insights appeared: rage clicks, friction points, and real patterns of usage. But another challenge emerged: time.

Most non‑product users didn’t have the bandwidth to learn a new platform. Crystal Nieves, Meevo’s Pendo admin, kept governance tight with viewer‑only access for most employees to preserve data integrity. But she often fielded ad‑hoc questions from executives during meetings, such as “What’s adoption of the new feature?” without the time to build a report on the spot.

Agent Mode made product data conversational and instantly useful. Crystal rolled it out broadly while keeping governance in place. With Agent Mode, anyone could ask natural‑language questions like, “What’s adoption of Feature X?” or “Show me accounts with low usage.”

The change was immediate. Crystal could now answer leadership questions live in meetings, while CSMs and Implementation teams, who previously avoided Pendo, found themselves using it daily. Support teams paired Agent Mode with Session Replays to resolve account lookups, even uncovering cases where duplicate IDs had skewed visibility.

“I’ve tried to get some folks to log in for a year. They finally accepted their invite when they saw Agent Mode.”

— Crystal Nieves, Product Engagement Specialist, Millennium Systems (Meevo)

From one hour to five minutes

Usage spiked across the organization. Teams that had never touched Pendo, especially customer success managers (CSMs) and Implementation, were now logging in regularly and exploring data on their own. The time savings were undeniable. One CSM described how a report that used to take an hour between calls now took only five minutes.

For Crystal, executive Q&A sessions transformed. Instead of scrambling to pull data mid‑meeting, she could now answer questions instantly with confidence. Governance remained clean, but the data itself became democratized. Support teams saved time identifying account issues, and Implementation used Agent Mode to experiment with prompts to spot early churn risks. While it’s still early, the company has begun using Agent Mode to define what “low usage” actually means within their product.

“Agent Mode helped us start the conversation with our data so we could define what ‘low usage’ actually means for our product.”

— Crystal Nieves

Making insights a shared language

For Product and Analysts, Agent Mode reduced time spent creating one‑off reports. CSMs could now walk into customer calls with data at their fingertips. Implementation teams used Agent Mode to check onboarding progress and flag potential churn indicators. Support leveraged it to identify real account activity faster, particularly in cases of messy CRM data. Executives, meanwhile, could finally see adoption metrics live in meetings—no analytics expertise required.

“Agent Mode has been so helpful for people who don’t live in analytics every day. It meets them where they are—and they finally use Pendo.”

— Crystal Nieves

Meevo’s journey with Agent Mode isn’t just about adopting new technology, it’s about removing the friction between questions and answers. By giving every team the confidence to explore product data, Millennium has made insight a shared language across the business. And for Crystal, that’s the real win: not just more data, but more people using it to make better decisions every day.

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