Odie
Odie, formerly Totango, is a customer knowledge engine for B2B post sales teams. Totango announced the new name on 10 September 2026, and the company now contracts as Totango, Inc. doing business as Odie. Customers of the older Totango Customer Success Platform and of Catalyst keep their existing contracts, pricing and product, each with its own sign in, while new buyers are sold Odie.
Odie builds a Living Narrative Index: knowledge graphs for each business unit, customer and employee, written from the customer's CRM, product usage, email, calls, meetings and survey data and from short interviews that Odie's interview agent holds with the customer's own staff. Curation agents analyze every account daily, predict outcomes and keep each narrative current, and an MCP server lets the customer's own agents and enterprise AI tools draw on that context.
The Customer Operating System is the optional workspace on top. A daily brief tells each customer success manager which accounts need attention and why, a chat copilot returns answers, charts and intelligence briefs, prebuilt agents handle meeting prep, follow ups and daily briefings, and teams can build their own agent skills without developers. Adaptive playbooks and campaigns, automatic activity capture across email, calls and meetings, and renewal and expansion predictions from models trained on the customer's own history complete it. Odie reports a 44.3 percent gain in token efficiency and a 22.7 percent gain in output quality from benchmarking complex queries against 70 production customer instances.
The Knowledge Engine starts at $500 a month and the Customer Operating System at $1,500 a month, priced on the knowledge graphs maintained, portfolio size and analysis depth rather than on seats, with terms of one year or longer. Customers include Proofpoint, Carta, Dynatrace, Aircall, Meltwater, Nielsen and Docebo.
Capability Axes
Capability grades
17 of 17 axes rated · 12 graded A or B
Model work is the product. Interview agents turn conversations with a customer's staff into structured knowledge, daily analysis reads CRM records, product usage, email, calls, meetings and survey responses to predict outcomes and flag signals, and curation agents write and refresh a narrative for every customer, employee and business unit. The Knowledge Engine is sold on its own and serves that context to outside agents over MCP.
The Customer Operating System runs on top of it, with renewal and expansion models trained on each customer's history, a chat copilot and prebuilt agents. Without the models, what remains is a workflow and campaign engine, which is not what Odie sells.
Prebuilt agents prepare meetings, draft follow ups and assemble daily briefs, and the workspace shows an agent drafting a follow up email for a manager to review. Adaptive playbooks, campaigns and journeys can embed agents that respond to what each customer is doing, and teams can build their own agent skills and run them in the workspace, the copilot or the workflow engine. The master agreement makes the customer responsible for checking AI output before relying on it. Which agent actions run without approval, and how a running campaign is halted, is not described.
Odie explains its pipeline in four stages, capture, comprehension, curation and connection, and names what each one reads. The language models behind those stages go unnamed. Under the AI terms, Odie discloses in writing on request every AI system, model version and AI subprocessor it uses, with each one's role and data handling. Its subprocessor list names OpenAI for account summaries in the older Totango platform, Jasper for writing features and TurboPuffer as a vector database. Output quality is defined by four measures, while the scoring behind a renewal prediction is not explained.
One measured result is published: a 44.3 percent increase in token efficiency and a 22.7 percent increase in output quality, from benchmarking complex queries against 70 production customer instances, with output quality combining usefulness, grounding, directness and specificity. The baseline and the test period are left out.
Proofpoint, Carta, Dynatrace, Aircall, Meltwater, Nielsen and Docebo appear as customers without retention or revenue results beside them, and Odie publishes no churn or net revenue retention figure for its own customers.
Campaigns and agent drafted follow ups go to people at companies that already buy from the customer. The master agreement bars unlawful use of the service, and the subscription terms for the older platforms bar messages to anyone who has not given permission or whose address was scraped or bought. Consent records, unsubscribe handling and suppression shared across Odie and the legacy Totango and Catalyst platforms have no published mechanics, so compliance rests with the customer.
A signable data processing addendum names the customer as controller and Odie as processor, forwards data subject requests to the customer, and returns or deletes personal data at the customer's choice when service ends. Totango and Catalyst participate in the EU, UK and Swiss Data Privacy Frameworks with JAMS as the recourse body, and standard contractual clauses under Irish law stand ready if those frameworks fall.
Each subprocessor is listed with its hosting country, and customers have 10 days to object to a new one. One schedule lets Odie use personal data that other customers or public sources also supply without treating that as a breach. Lawful basis for profiling people at the customer's accounts rests with the customer.
Every input comes from the customer: its CRM, support, product usage, email, call and meeting systems, plus the interviews Odie's agent holds with the customer's own staff. No outside contact or company data is bought in. The AI terms bar training any model on customer data with two exceptions, models built and used only for that customer, and anonymized aggregate trends that cannot be traced back to it, which may improve models generally. Personal data is scrubbed before predictive model development, and Odie indemnifies customers against intellectual property claims over AI generated content.
Connections run through native integrations with Salesforce, HubSpot, Zendesk, Slack, Gmail and Microsoft Outlook and through Odie's own MCP server. The Salesforce connector maps CRM fields into Odie, syncs custom objects and writes back in real time, and email, calendar and call capture run through the customer's own accounts. Nothing in the product scrapes or automates another platform outside its sanctioned interfaces. No conformance statement against any named platform's terms is published.
Odie's AI terms, updated 9 September 2026, commit in writing that customer data and proprietary information will not train, improve or develop any AI system, Odie's own or a third party's. Models built only for one customer may learn from that customer's data and stay closed to everyone else. Anonymized aggregate trends that cannot be attributed to the customer may still feed general model improvement, and that use is on by default with no opt out offered.
No raw data or personal information goes to third party AI subprocessors for training, and these restrictions survive termination. After a contract ends, data stays downloadable for 45 days, after which Odie may delete it.
Follow ups and campaign messages written by Odie's agents reach people at the customer's own accounts under the customer's brand. Odie has no policy on whether those messages identify themselves as AI written and takes no position on Article 50 of the EU AI Act. The same people are profiled in knowledge graphs built from their emails, calls and product usage, with notice to them left to the customer as controller. The 2025 AI terms for the older Totango platform barred passing AI output off as human written; Odie's current AI terms carry no such clause.
Native connectors cover Salesforce, HubSpot, Zendesk, Slack, Gmail and Outlook, and Salesforce data can be analyzed alongside support systems and a data warehouse. The Salesforce connector syncs mapped fields and custom objects into Odie and writes back in real time. The MCP server exposes the knowledge graphs to any enterprise model or agent a customer already runs, and every data source integration is included in the price. Odie may change or retire an API on 90 days notice. Sync frequency, conflict handling and failure behavior are not documented.
Odie runs on Amazon Web Services, with Google Cloud as a second infrastructure provider. AWS hosting sits in the United States, Germany and Ireland, and the processing addendum commits to storing customer data in the service region the customer selects. Data is encrypted in transit and at rest and backed up daily inside AWS, with regular restore tests. Tenancy, the regions offered for each product and recovery objectives are not published. AI writing features in the older Totango platform route through OpenAI and Jasper in the United States whatever region a customer chose.
ISO 27001 certification is held, with the certificate posted for download, and the master agreement commits to practices consistent with SOC 2 Type II, with the latest Type II report released on request under a nondisclosure agreement. The security practice covers encryption, VPN and multifactor access for technical staff, audited access logs, design and code review, regular penetration testing and automated scanning, daily encrypted backups and annual training. Security incidents reach customers within 72 hours. No self service trust center or report download exists.
Two entry prices are public: the Customer Knowledge Engine from $500 a month and the Customer Operating System from $1,500 a month. Engine pricing follows how many knowledge graphs Odie maintains and how often, plus an access fee for the MCP connection, with integrations included and no seat or token charges. The Operating System adds portfolio size, analysis depth and an AI Success pool of tokens and applied AI hours that never bills overages automatically. Terms start at one year and most run two. Rates per knowledge graph and the onboarding fee have no published figure.
Customers can download their data at any time during the term. The master agreement allows 45 days after expiry or termination to download it on written request, after which Odie may delete it, and the processing addendum returns personal data in Odie's standard format or deletes it at the customer's choice. Subscriptions renew for 12 months unless either side gives 30 days notice, and price rises at renewal need 60 days notice. Whether knowledge graphs, customer narratives and custom agent skills leave in a usable form is not addressed.
Campaigns, journeys and agent drafted follow ups send email from the Customer Operating System, and SendGrid is listed as the email delivery subprocessor. Sending domains, authentication records, bounce handling, volume limits and reputation monitoring have no published practice. Recipients are existing customers rather than cold lists, and the older platforms stay on their own sending setup.
Odie sells to post sales teams at B2B companies, from customer success managers to the executives who report renewals to boards. Pricing scales with the customer portfolio and the depth of analysis per account, with deeper coverage for the most important customers and lighter coverage for the long tail. Named customers include Proofpoint, Carta, Dynatrace, Aircall, Meltwater, Nielsen and Docebo, mostly enterprise software and data companies. Supported languages and selling regions are not listed.
Alternatives to Odie
Vendors in the same categories as Odie whose graded profiles look most alike, with a line on what each product does.
Similar is not the same, so check that each one does the job you need. No vendor pays for placement.
Enterprise customer success platform and the category's original vendor.
Customer success platform for subscription businesses, built around knowing which accounts are at risk before a renewal date arrives.
Unified customer platform for recurring revenue businesses, built on a flexible data foundation rather than around a fixed customer success object model.
Customer success platform built around product usage rather than around account records, and aimed at teams who treat customer success as day to day work rather than as reporting.
AI sales agent that works the inbound side rather than the outbound one.
Minoa builds financial business cases from a company's value framework and the context of a specific deal.
Ordered by how closely the graded profiles match across the seventeen axes, inside the same categories. See how each axis is graded in the methodology.
Compared With
Editorial comparisons are published only where the index assesses two vendors as direct competitors for the same buyer. Each carries a verdict, the buyer conditions that favor each vendor, and a graded side by side.
Pricing
What this vendor charges, what it commits to in writing, and where the bill can move. Figures the vendor publishes itself are labeled Vendor Published. Figures labeled Estimated come from other sources and the vendor has not confirmed them.
- ›Odie, formerly Totango, publishes starting prices: $500 a month for the Customer Knowledge Engine and $1,500 a month for the Customer Operating System workspace. The real price depends on how many customers, employees and business units Odie keeps knowledge on and how deeply it analyzes each account, not on how many people log in.
- ›Contracts run at least a year and usually two. Implementation takes about eight weeks and comes with a free 60 day testing allowance, and on demand AI work draws on a prepaid pool that never bills overages automatically.
- ›Existing Totango and Catalyst customers stay on their current contracts and pricing.
How the price works
What you are charged for, and what makes the bill go up.
Two products, each quoted from a published floor. The Customer Knowledge Engine is priced on knowledge maintenance, meaning how many business unit, customer and employee knowledge graphs Odie keeps current and how often, plus a knowledge usage fee for the MCP connection to the customer's AI tools. The Customer Operating System is priced on customer portfolio size, the depth and frequency of account analysis, and an AI Success pool. There is no seat pricing, integrations carry no extra cost, and tokens consumed by the customer's own models stay on that provider's bill.
What the contract says about your data
What the vendor commits to in writing once your data is in the product.
A signable data processing addendum covers GDPR, UK GDPR, CCPA and Israeli privacy law, with the EU, UK and Swiss Data Privacy Frameworks as the transfer mechanism and standard contractual clauses as the fallback. Each subprocessor is listed with its hosting country. Separate AI terms bar training on customer data outside models built for that customer, apart from anonymized aggregate trends.
Getting started
What it costs and what is included before the product is running.
Implementation takes about eight weeks: Odie's interview agent holds a few short sessions with the customer's team while CRM, call, email and support systems are connected. Onboarding and implementation fees are invoiced annually in advance with the subscription, with no published amount. A free testing pool covers the first 60 days of activation, and every customer works with Odie's applied AI team during activation.
What to watch for
Where this pricing can surprise a buyer who has not read it closely.
Terms start at one year and most customers sign for two, with better pricing for longer terms, upfront commitments and planned growth; month to month billing is not offered. The AI Success pool can go to applied AI hours or to tokens for on demand work. Odie releases 25 percent of it in the first three months to benchmark usage, never charges overages automatically and tracks tokens by user and use case, and scheduled daily analyses use no tokens. Fees are in US dollars, invoiced annually in advance and due in 30 days, with 1.5 percent monthly interest on late payment. Renewals run 12 months at then current rates with 60 days notice of any increase. Customers of the older Totango and Catalyst platforms keep their existing contracts and pricing.