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Retention

Scheduled

Customer Health & Risk Review Agent

See risk. Know the next step.

Spot customers who may need help by reviewing product usage, support issues and recent conversations.

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Customer healthIllustrative demo

Review Cedar Studio for the fortnight ending 20 October and prepare a recovery plan.

  1. Compare equal usage windows

What it does

Find the customers who need help and how to support them.

Spot customers who may need help by reviewing product usage, support issues and recent conversations. Built for customer success managers and account team leads.

  1. Compare account signals

    Choose the customer, review period and available usage and support information. Usage trends and the customer's own goals can help explain changes in account health.

  2. Explain the risk

    Look for changes or unresolved problems and suggest a specific way the team can help.

  3. Prepare recovery actions

    Get a customer health summary and a short action plan with owners.

How it works

Spot customers who may need help by reviewing product usage, support issues and recent conversations. Built for customer success managers and account team leads.

Agent architectureTools · knowledge · outputs · oversight
React Flow
Approved documents and context
Account-specific success criteria and confirmed stakeholder roles Health policy defining fresh evidence and material risk Case severity rules and permitted account communication channels Optional: account-level usage trends with event definitions and known outages, to distinguish adoption changes from measurement or service issues. Optional: customer-agreed success goals and outcomes of previous interventions, to choose a relevant next action.
See where an account needs attention
Bring usage changes, unresolved support issues and relationship signals together so emerging concerns are easier to spot.
Give each concern an owner
Review specific actions and responsible people for the customer's current problems, making the next check-in more focused.
Salesforce · Read account and success commitments (read)
Resolve the account owner, contracted outcomes and explicit customer statements.
Mixpanel · Read scoped usage aggregates (read)
Compare active administrators and completed exports in equal windows.
Zendesk · Read unresolved account cases (read)
Identify customer-impacting cases and verified service status.
Slack · Prepare account-owner review (draft)
Present the cited assessment and recovery actions for approval.
Human review and permissions
Account owner reviews contradictory or missing signals. Support owner confirms technical remediation dates before they appear in a customer promise.

  1. 01Gather the context

    Bring together the relevant information from Salesforce, Mixpanel, Zendesk, Slack.

  2. 02Check what matters

    Look for changes or unresolved problems and suggest a specific way the team can help.

  3. 03Prepare the result

    Supported risk factors, differing signals, missing signals and review status. Named owner, due date, expected evidence and approval state for each proposed action.

  4. 04Review proposed changes

    Account owner reviews contradictory or missing signals. Support owner confirms technical remediation dates before they appear in a customer promise.

Integrations

CRM

Examples:
  • Salesforce
  • HubSpot

Analytics

Example:
  • Mixpanel

Customer support

Examples:
  • Zendesk
  • Intercom

Team chat

Examples:
  • Slack
  • Microsoft Teams

Choose the platforms your team already uses—you don’t need every example shown. Confirm the required features and configure access during implementation.

What you get

Give account teams an earlier view of customer problems and a concrete plan for addressing them.

See where an account needs attention
Bring usage changes, unresolved support issues and relationship signals together so emerging concerns are easier to spot.
Give each concern an owner
Review specific actions and responsible people for the customer's current problems, making the next check-in more focused.

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Start with a blueprint. Build it around your business.

We’ll adapt it to your workflows, connect your systems and build an agent your team can put to work.

Book a working session

30 minutes. One bottleneck. Leave with a clear system concept.