Customer Health Monitor
Weekly analysis of customer health based on engagement, payment history, and activity patterns. Flags at-risk accounts before they churn.
Health Score Trend Analyzer
Detects improving and declining customer health trends weekly by analyzing score history. AI recommendations for declining accounts.
Contract Renewal Risk Predictor
Predicts renewal risk for upcoming contracts using health scores, renewal type, churn reason, upsell value, overdue invoices, and support load. Identifies upsell and cross-sell opportunities.
Expansion Signal Detector
Identifies customers showing expansion signals — invoice growth ≥20% MoM, champion/loyal health score, positive NPS, or open upsell renewals
Lifecycle Transition Monitor
Tracks contact lifecycle stage changes daily, flags regressions (e.g., customer → churned), and suggests AI-powered playbook actions.
Customer Journey Summarizer
Generates AI-powered executive summaries of customer journeys using the unified timeline — activities, deals, invoices, and support tickets.
NPS Follow-up Agent
Identifies NPS detractors (score ≤6) from NPS surveys and low-rated service feedback. Flags critical responses (≤2) for immediate outreach and creates prioritized follow-up actions.
Onboarding Milestone Tracker
Monitors onboarding_plans and csm_onboarding_tasks for stalled plans, overdue tasks, and go-live dates at risk. Alerts CSMs to accounts needing intervention before they fall behind.
Contact Financial Insights
Analyzes invoice payment behavior per contact and flags financial risks — overdue invoices, slow payers, and high outstanding balances.
Churn Prevention Agent
Aggregates multi-dimensional signals: usage drop, unresolved ticket backlog, payment status, onboarding completion, login frequency. Computes Churn Risk Score 0-100.
Feature Adoption Agent
Analyzes api_request_logs and tenant_events to detect enabled modules with zero activity for 14+ days. Creates inline announcements with tips and tutorial links.
Usage Pattern Analyst
Synthesizes behavioral report: DAU/MAU ratios, power user identification, plan tier usage comparison, upgrade suggestions when approaching quota limits.
Onboarding Progress Agent
Monitors tenant onboarding checklist progress. Detects skipped steps after 2+ days and sends nudge announcements with step-by-step guidance.
Customer Success Narrator
Generates a weekly CS health narrative from customer health scores, renewal pipeline risks, onboarding progress, and NPS/satisfaction signals. Highlights champions, at-risk customers, and renewal exposure.
QBR Prep
Assembles the quarterly business review pack for accounts approaching renewal — adoption, support burden, NPS trajectory, open opportunity and the asks worth making
