What are the best alternatives to Oliv AI?

Based on documented capability coverage across the Agentic Index 14 point taxonomy, the closest alternatives to Oliv AI among GTM and revenue agents are Actively AI, Common Room, Totango, Warmly. Each is graded on the same public evidence, and no vendor pays for placement.

Does Oliv AI have SOC 2, SSO and role based access control?

Full under the Agentic Index verification standard. Oliv AI publishes public evidence of enterprise security and identity controls, covering a compliance posture such as SOC 2 or ISO 27001, single sign on (SSO or SAML), and role based access control (RBAC). Evidence basis: SOC 2 Type II, GDPR, HIPAA, CCPA and ISO 27001 certified, stated by the one independent source that verified against the live vendor, with AES-256 encryption, audit logs and role based access control described as baseline rather than upsell. Graded from public evidence only against the Agentic Index 14 point capability taxonomy. No vendor pays for placement.

Does Oliv AI give you tracing and observability into agent runs?

Full under the Agentic Index verification standard. Oliv AI publishes public evidence of tracing, observability and audit logging into agent runs, so a team can see what an agent did and why. Evidence basis: Full audit logs on every agent action alongside role based access control, positioned as a governance requirement for autonomous agents taking real actions rather than an optional tier. Rare specificity in this pocket, where most competitor. Graded from public evidence only against the Agentic Index 14 point capability taxonomy. No vendor pays for placement.

Does Oliv AI support MCP and tool calling?

Partial under the Agentic Index verification standard. Oliv AI publishes some public evidence of tool calling and API or SDK extensibility, but narrower than full Model Context Protocol (MCP) support as defined by the Agentic Index taxonomy. Evidence basis: More than thirty native integrations across eight categories provide practical reach, and free migration from tools such as Gong is offered, but no public developer API, SDK or MCP surface is documented. 2026-08-05. Graded from public evidence only against the Agentic Index 14 point capability taxonomy. No vendor pays for placement.

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Oliv AI

Q: Who is Oliv AI for?

mid market B2B SaaS revenue teams, lean customer success functions, RevOps teams consolidating tools

Also known as: Oliv, oliv.ai, Oliver, Olivia

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GTM / revenue agentindependentVerified 2026-08-05

Entry priceFrom 19 dollars per user per month for the notetaker, modular agent pricing scaling to about 120 dollars per user, no mandatory platform feeFull pricing detail

Agent native revenue platform running thirty plus named agents that execute customer success and sales work directly, from health monitoring and retention forecasting to QBR drafting and continuous CRM updating.

Oliv AI is an agent native revenue platform spanning sales, customer success and revenue operations, funded with 5.2 million dollars in seed capital from Foundation Capital and Spider Capital. Its architectural claim is a workforce rather than a dashboard: more than thirty specialised agents that execute work directly instead of presenting information for a human to act on.

The agents are named and job shaped. Health Monitor scores accounts weekly across usage, support tickets and survey data. Retention Forecaster tracks renewal risk across a whole portfolio. QBR Builder drafts review decks from live customer outcomes. CRM Manager updates standard and custom fields continuously using more than a hundred qualification methodologies including MEDDIC and MEDDPICC. The Analyst answers pipeline questions in plain English without SQL or report building. Olivia works customer facing, onboarding users and opening tickets when she cannot resolve an issue. Sitting above them, an agent called Oliver learns how the team operates and converts that into rules the other agents follow, which is the closest thing in this pocket to institutional memory shaping agent behaviour.

The useful test the company proposes for its own category is a fair one: if the customer success team did not log in for a week, would churn risk visibility decrease? For dashboard led platforms the answer is yes because the system depends on human input. Pricing is modular and seat based from 19 to 120 dollars per user with no mandatory platform fee, and implementation is reported at seven to fourteen days against six to nine months for enterprise incumbents. Certification covers SOC 2 Type II, GDPR, HIPAA, CCPA and ISO 27001, with audit logs and role based access control.

Two honest limits. Independent validation is thin, with a G2 review base of only six reviews, so most available material is the vendor writing about itself. And it is explicitly not a fit for enterprise customer success organisations needing deep playbook configuration and renewal workflow automation at the level Gainsight or Totango provide.

Vendor details

Canonical URL

https://www.oliv.ai

Company status

independent

Use cases & customers

Target customers

mid market B2B SaaS revenue teamslean customer success functionsRevOps teams consolidating tools

Deployment options

SaaScloud

In practice

Your customer success platform only shows churn risk when someone logs in and interprets a dashboard. Agents scan accounts weekly and forecast renewal risk across the portfolio whether or not anyone opens the tool.

Quarterly business reviews eat a week of preparation per cycle. QBR Builder drafts the decks from live customer outcomes rather than requiring manual assembly.

CRM hygiene decays faster than anyone can maintain it. CRM Manager updates standard and custom fields continuously against more than a hundred qualification methodologies.

Sources & related URLs

Research sources

https://theaiagentindex.com/agents/oliv-ai https://www.oliv.ai/blog/best-customer-success-platforms https://www.oliv.ai/blog/churnzero-alternatives https://www.oliv.ai/blog/sales-pipeline-software

Agentic Index coverage score

9.5 / 14 capabilities · 68%

Integrations & Tool CallingIntegrates natively with more than thirty tools across eight categories, and stitches data from calls, emails, Slack and the web into a single account view. Figure taken from the one independent source available. 2026-08-05	Full
Workflow OrchestrationMore than thirty specialised agents execute discrete jobs end to end, coordinated by an agent called Oliver that learns how the team operates and converts it into rules the other agents follow. That is orchestration of an agent workforce rather than workflow branching. 2026-08-05	Full
Knowledge Grounding & RAGModels are grounded in the customer own data workspace explicitly to cut hallucinations, drawing on stitched data from calls, emails, Slack and the web. Third vendor in this sweep, after anvilogic and reliaquest, to name hallucination reduction as the purpose of the grounding layer rather than simply claiming accuracy. 2026-08-05	Full
Human Oversight & GuardrailsHuman in the loop controls on anything customer facing and human validation are described as built in, and Olivia escalates by opening a ticket when she cannot resolve an issue, but these claims are self published and the independent source does not confirm the mechanism, so no approval gate, threshold or policy surface is verifiable. 2026-08-05	Partial
Security, Identity & GovernanceSOC 2 Type II, GDPR, HIPAA, CCPA and ISO 27001 certified, stated by the one independent source that verified against the live vendor, with AES-256 encryption, audit logs and role based access control described as baseline rather than upsell. 2026-08-05	Full
Observability & AuditabilityFull audit logs on every agent action alongside role based access control, positioned as a governance requirement for autonomous agents taking real actions rather than an optional tier. Rare specificity in this pocket, where most competitors document no agent level audit at all. 2026-08-05	Full
Memory & State PersistenceOliver, described as chief GTM engineer, learns how the team operates and turns that into rules every other agent follows, so operating knowledge persists and shapes future agent behaviour rather than being re derived per task. Portfolio Manager also writes recurring weekly account summaries that accumulate. 2026-08-05	Full
Deployment & Data ResidencyMulti tenant SaaS. No self hosted, private cloud or regional data residency option is documented in either the vendor material or the independent review. 2026-08-05	Unable to verify
Prebuilt Agents, Templates & PacksShips a catalogue of named purpose built agents rather than a build surface: Health Monitor, Retention Forecaster, QBR Builder, CRM Manager, The Analyst, Handoff Agent, MAP Manager, Prospector, Deal Driver, Researcher, Forecaster, Portfolio Manager, Meeting Assistant and the customer facing Olivia, with more than thirty in total. 2026-08-05	Full
Triggers & Channel CoverageAgents run continuously rather than on user invocation, with weekly automatic account scans, Monday forecast roll ups delivered by email, call joining with summaries within five minutes, and a voice agent that calls representatives for deal updates. The stated design test is that agents keep working whether or not anyone logs in. 2026-08-05	Full
Model Flexibility & RoutingNo model list, routing policy, model selection or bring your own key capability is documented in either vendor material or the independent review. 2026-08-05	Unable to verify
APIs, SDKs & MCP ExtensibilityMore than thirty native integrations across eight categories provide practical reach, and free migration from tools such as Gong is offered, but no public developer API, SDK or MCP surface is documented. 2026-08-05	Partial
Testing, Debugging & OptimizationThe company advocates a thirty day agent training period and holdout group measurement against NRR, GRR, logo churn and lifetime value, which is sound methodology, but it is published guidance rather than tooling in the product, and no evaluation harness or benchmark is documented. 2026-08-05	Partial
Browser & Computer UseNo browser control or computer use capability. Agents act through native integrations and a voice channel rather than by operating interfaces. 2026-08-05	Unable to verify

The Agentic Index coverage score grades every vendor Full, Partial or Unable to verify against the same 14 buyer facing capabilities, from public evidence only. Each capability links to how all vendors in the index score on it. How this evidence is graded

Pricing

From 19 dollars per user per month for the notetaker, modular agent pricing scaling to about 120 dollars per user, no mandatory platform fee

per user, modular by agent

Trial available

What is public

A per user entry rate and the modular agent structure are published and independently confirmed at the entry point; the agent tier composition is not.

Billing mechanics

Seat based and modular, with agents licensed individually so a team pays for the agents it deploys rather than a platform bundle. Entry is a notetaker at 19 dollars per user per month, scaling to roughly 120 dollars per user for broader agent coverage, with no mandatory platform fee. Implementation is reported at seven to fourteen days with full customisation in two to four weeks.

Cost watchouts

Modular agent pricing means the entry rate covers a notetaker rather than the agent workforce, so realistic cost sits well above 19 dollars once retention, CRM and QBR agents are added

Variable cost rationale

Seat based licensing with agents added modularly means cost tracks headcount and deliberate agent adoption rather than metered consumption, so spend changes only when the team chooses to add an agent or a user.

Additional watchouts

Independent validation is genuinely thin, with a G2 review base of only six reviews, so most available evidence is the vendor writing about itself. Teams already running Vitally or Planhat will find health scoring overlap and should test whether the sales side agents justify a platform switch rather than an addition.

Sales call required

Mixed (some tiers require a call)

Free / trial

Self serve start reported at around five minutes with value in one to two days, and free migration from tools such as Gong is offered

Lowest paid plan

Notetaker

Commercial notes

This is the transparency outlier in the customer success pocket. This sweep established that not one of the eight customer success platforms in the Gartner Magic Quadrant publishes pricing, and ChurnZero has no pricing page at all. Oliv publishes a per seat rate, which combined with a seven to fourteen day implementation against six to nine months for enterprise incumbents is the whole commercial argument. Against that, it is explicitly not a fit for enterprise customer success organisations needing deep playbook configuration or renewal workflow automation at the Gainsight or Totango level.

Key ambiguities

The 19 to 120 dollar range and the no platform fee claim come from Oliv own material. The independent source confirms 19 dollars per user for the notetaker and modular agent pricing but does not itemise the agent tiers, so the composition of a realistic bill is not verifiable.

Missing data

Per agent rates within the modular structure, which agents are included at each tier, enterprise terms and annual discount.

Agentic Index verified 2026-08-05

Official pricing page

Related vendors

Alternatives to Oliv AI

The closest documented capability profiles to Oliv AI among GTM and revenue agents tracked by Agentic Index, ordered by similarity on the same 14 point evidence the rankings use. No vendor pays for placement.

Actively AI8.5 / 14A lighter documented profile than Oliv AI
Common Room9.5 / 14Fuller documented coverage on APIs, SDKs & MCP Extensibility
Totango8.5 / 14A lighter documented profile than Oliv AI
Warmly8.5 / 14A lighter documented profile than Oliv AI
CommerceIQ10.0 / 14Adds documented Deployment & Data Residency
Custify8.0 / 14A lighter documented profile than Oliv AI

Similarity is computed from each vendor's Agentic Index coverage score evidence, axis by axis, not from the totals. How this evidence is graded

Compare Oliv AI with other vendors →Compare all GTM and revenue agents →See where Oliv AI ranks →

Data confidence: medium