Ensures you don't ask the same customer for a Case Study, Reference, and Quote all in the same month.

Customer,Last_Request_Date
Acme,2023-10-01
Beta,2023-01-01


Advocacy Fatigue Saver

Identifies users in the Beta program who haven't logged in since the feature release, to free up spots.

Beta Tester Verifier

Scores customers based on spend, tenure, and strategic value to find ideal candidates for your Customer Advisory Board.

Customer,Spend,Tenure_Yrs,Strategic_Fit
Acme,1M,5,High
Beta,10k,1,Low


Advisory Board Scout

Flags case studies published more than 24 months ago for retirement or refresh.

Asset,Pub_Date
Acme_Story,2020-01-01
Beta_Story,2023-01-01


Case Study Expiry Audit

Aggregates structured exit survey data to find the top 3 reasons for cancellation.

User,Reason_Code
1,Too Expensive
2,Missing Feature X
3,Too Expensive


Churn Reason Aggregator

Reads a CSV of recent support tickets, analyzes the sentiment and urgency of the language, and flags customers who show signs of frustration or "pre-churn" behavior.

Customer,Ticket_ID,Message
Acme Co,101,"How do I export my data? We are evaluating other tools."
Beta Inc,102,"Love the new feature, works great!"
Gamma LLC,103,"This is the 3rd time it crashed. Unacceptable. Fix it or we leave."


Churn Risk Detector

Compares yesterday's usage to the 7-day average to flag sudden drops that indicate churn risk.

Customer,Avg_Daily_Logins,Yesterday_Logins
Acme,50,2
Beta,10,12


Churn Red Flag Report

Reads unstructured "Why did you cancel?" survey responses, groups them into root causes (Price, Product, Service), and calculates the "% of Revenue Lost" for each category.

Customer,ARR,Reason
Acme,10000,"Too expensive for what it does."
Beta,50000,"Missing the SSO feature."
Gamma,5000,"Found a cheaper alternative."


Churn Autopsy

Scores users based on forum posts, replies, and likes to identify potential 'Community Champions'.

User,Posts,Replies,Likes_Received
UserA,10,50,100
UserB,0,0,0


Community Champion Scorer

A simple traffic light system for your customer base. This agent aggregates three metrics (Login Frequency, NPS, Payment Status) to assign a holistic 'Health Status' to every account.

Customer,Logins_Last_30,Last_NPS,Payment_Status
CustA,20,9,Paid
CustB,0,6,Overdue


The Customer Health Score Builder

Verifies health score accuracy by correlating 'Product Logins' with manual 'CS Health Scores'.

Customer,Manual_Health_Score,Monthly_Logins
Acme,10,500
Beta,10,2
Gamma,2,10


Usage-to-Health Validator

Compares customer tiers between two quarters to visualize upgrades and downgrades.

Customer,Q1_Tier,Q2_Tier
Acme,Silver,Gold
Beta,Gold,Silver
Gamma,Silver,Silver


Segment Migration Tracker

The worst customer experience is repeating yourself. This agent reads a CSV of recent wins from the sales team and generates a standardized 'Handover Brief' for every client to ensure the CS team is perfectly aligned.

Client_Name,Sales_Rep,Main_Goal,Red_Flags
MegaCorp,John,SSO Setup,Strict legal team
TinyStart,Sarah,Fast Launch,Limited bandwidth


The CS Handover Factory

Analyzes the text of recent support tickets to track if customer frustration is increasing.

Date,Text
2023-10-01,Love the tool!
2023-10-02,Broken UI, very annoyed


Support Sentiment Tracker

Compares purchased features vs actual usage to find accounts needing more training.

Account,Owned_Features,Used_Features
Acme,API;SSO,SSO
Beta,API;SSO,API;SSO


Adoption Gap Hunter

Tracks usage counts for key product features month-over-month to detect adoption momentum or decline.

Month,Feature,Usage_Count
Jan,API,1000
Feb,API,1200
Jan,Export,500
Feb,Export,400


Feature Adoption Trends

Times G2/Capterra review requests for exactly 3 days after a customer gives a 'Promoter' NPS score (9 or 10).

Customer,Score,Date
Acme,10,2023-10-01
Beta,5,2023-10-01


Perfect Review Timer

Identifies implementation projects that haven't moved to the next phase in over 14 days.

Customer,Phase,Days_In_Phase
Acme,Integration,20
Beta,Setup,2
Gamma,Integration,15


Stalled Project Alert

NPS scores are useless without context. This agent reads open-ended NPS feedback, categorizes each comment (e.g., 'Pricing', 'Support', 'Product Bug'), and quantifies the top drivers of dissatisfaction.

Score,Comment
2,"Too expensive for what it does."
9,"Love the support team!"
4,"The app crashes on login."


The NPS Comment Classifier

Identifies new NPS detractors (0-6) and generates a prioritized outreach list for Customer Success.

Customer,Score,Comment
Acme,2,Bad support
Beta,10,Love it


NPS Detractor Recovery List

Calculates the Net Promoter Score (Promoters - Detractors) for different cohorts (e.g., Monthly).

Date,Score
2023-09-01,10
2023-09-05,9
2023-09-10,2
2023-10-01,5


NPS Trend Spotter

Combines usage logs and ticket history into a single view for Quarterly Business Reviews.

[Usage]
Acme,500 logins
[Tickets]
Acme,2 critical


QBR Data Aggregator

Most QBRs are boring. This agent analyzes raw Usage Logs and Support Tickets to calculate a "Health Score" for the account. It then generates one of two decks: A "Growth Pitch" (for healthy accounts) or a "Recovery Plan" (for risky ones).

Email,Login_Count,Last_Login
ceo@client.com,5,2024-01-10
admin@client.com,150,2024-01-12
user@client.com,0,2023-12-01


Email,Subject,Status
admin@client.com,API Error 500,Resolved
admin@client.com,How to export PDF?,Resolved
ceo@client.com,Login failed,Open


The QBR Strategist

Calculates the win rate of deals where a specific Reference was used vs deals without references.

Deal,Reference_Used,Outcome
1,Yes,Won
2,No,Lost
3,Yes,Won


Reference ROI Calculator

Identifies self-referrals (same IP/Address) or circular referral loops in your advocacy program.

Referrer_IP,Referee_IP
1.1.1.1,1.1.1.1
2.2.2.2,3.3.3.3


Referral Fraud Detector

Contracts expire. This agent automates the renewal cadence for your entire customer base, ensuring you have time to negotiate upsells or save at-risk accounts before the auto-renew date.

Customer_Name,Expiry_Date,Current_MRR,Health_Score
Acme Corp,2024-12-31,5000,9.0
TechFlow,2024-11-15,1200,6.5
Urban Design,2024-12-01,3000,4.2


The Renewal Reminder

Who is going to cancel? This agent calculates a 'Risk Score' (0-100) based on weighted variables: Low Usage (40%), Support Ticket Volume (20%), and Executive Sponsor Turnover (40%).

Customer,Usage_Drop,Pending_Tickets,Sponsor_Left
CustA,No,0,No
CustB,Yes,5,Yes


The Renewal Risk Scorer

Tracks deals that were flagged as 'At Risk' but ultimately renewed to measure CS team effectiveness.

Account,Flagged_At_Risk,Outcome
Acme,Yes,Renewed
Beta,Yes,Churned
Gamma,No,Renewed


Renewal 'Save' Tracker

Don't just reply; take action. This agent categorizes public reviews and splits them into two streams: Public Responses (empathetic text) and Internal Routing (tickets for Engineering/Sales).

Reviewer_Name,Rating,Review_Text
Jane Doe,1,The app crashed twice while I was trying to save my work. Infuriating!
John Smith,2,Too expensive for what it does. There are free alternatives.
TrollMaster99,1,Worst company ever. Stay away!!


The Brand Guardian

A 5-star rating from 2019 looks bad in 2026. This agent calculates the 'Review Velocity' (New Reviews / Month) for you and your competitors, alerting you if your social proof is going stale.

Company,Review_Date,Rating
Me,2023-10-01,5
Me,2023-09-15,4
CompA,2023-10-05,5
CompA,2023-10-06,5


The Review Velocity Tracker

Static onboarding sequences fail because they don't know what the user has already done. This agent reads your User Activity Log and triggers a specific, relevant nudge email based on their progress (or lack thereof).

Email,Has_Logged_In,Has_Invited_Team,Has_Run_Report
newbie@client.com,FALSE,FALSE,FALSE
lonely@client.com,TRUE,FALSE,FALSE
stuck@client.com,TRUE,TRUE,FALSE
power@client.com,TRUE,TRUE,TRUE


The Usage-Based Nudge

Groups support ticket subject lines into logical feature buckets to find the 'Noisiest' parts of the product.

Subject
Login error
Password reset not working
Slow dashboard
Login stuck


Ticket Volume Clusterer

Identifies industries or use-cases where you lack a case study or testimonial.

Industry,Asset_Type,Count
Finance,Case Study,0
Retail,Case Study,5


Case Study Gap Finder

Calculates the time difference between 'Ticket Created' and 'First Reply' to measure team performance.

ID,Created_At,First_Reply_At
101,10:00,10:15
102,10:00,14:00
103,11:00,11:05


Support Velocity Tracker

Calculates the average days it takes for a new customer to complete their first key action.

Customer,Closed_Date,Activation_Date
Acme,2023-10-01,2023-10-05
Beta,2023-10-01,2023-10-25


Time-to-Value Clock

Churn happens when value is slow. This agent calculates the days between 'Account Created' and 'First Key Action' (e.g., First Report Sent) for each customer, flagging onboarding bottlenecks.

Customer,Signup_Date,First_Action_Date
CustA,2023-10-01,2023-10-02
CustB,2023-10-01,2023-10-20


The Time-to-Value Tracker

Flags customers who left high-sentiment text reviews (>100 words) as prime candidates for video case studies.

Customer,Word_Count,Sentiment
Acme,150,Positive
Beta,10,Neutral


Customer Success AI Blueprints