Role-Based Playbook

CS: The Retention Machine

Predict churn before the customer even knows they’re leaving. Automated QBR decks, real-time health scoring, and renewal risk alerts based on actual ticket data.

Customer Success

Churn Risk Detector

// 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.

Work-Ready
PREMIUM
Customer Success

The Customer Health Score Builder

// 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.

Work-Ready
PREMIUM
Customer Success

The QBR Strategist

// 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).

Work-Ready
PREMIUM
Customer Success

The Renewal Risk Scorer

// 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%).

Work-Ready
Customer Success

Advocacy Fatigue Saver

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

Work-Ready
Customer Success

Beta Tester Verifier

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

Work-Ready
Customer Success

Advisory Board Scout

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

Work-Ready
Retention

High-Value Cart Recovery

// Splits cart abandoners into 'High Value' (for personal outreach) and 'Low Value' (for automated email).

Work-Ready
Customer Success

Case Study Expiry Audit

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

Work-Ready
Retention

Heuristic Churn Predictor

// Looking for the "Death Spiral". Flags users who have: Low Login Frequency + High Support Ticket Volume + No Feature Usage in 30 days.

Work-Ready
Customer Success

Churn Reason Aggregator

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

Work-Ready
Retention

The Churn Survey Analyzer

// Exit surveys are often ignored. This agent analyzes open-ended 'Why did you cancel?' responses, clusters them into root causes (e.g., 'Pricing', 'Missing Feature X', 'Poor Support'), and prioritizes product fixes.

Work-Ready
Retention

Churn Exit Video Analyzer

// If you ask cancelled users for a video feedback, this agent watches them. It notes "Anger" vs "Disappointment" and extracts the specific feature request mentioned.

Work-Ready
Customer Success

Churn Red Flag Report

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

Work-Ready
Customer Success

Churn Autopsy

// 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.

Work-Ready
PREMIUM
Customer Success

Community Champion Scorer

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

Work-Ready
PREMIUM
Customer Success

Community Toxicity Monitor

// Ingests the last 1000 messages from your community general channel. Clusters sentiments. Flags rising "Admin Hate" or "Feature Frustration" topics.

Work-Ready
Retention

Cross-Sell Recommender

// Identifies customers who bought a specific primary product (e.g., Tent) but have NOT yet bought the accessory (e.g., Footprint).

Work-Ready
PREMIUM
Customer Success

Usage-to-Health Validator

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

Work-Ready
PREMIUM
Customer Success

Segment Migration Tracker

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

Work-Ready
PREMIUM
Customer Success

The CS Handover Factory

// 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.

Work-Ready
PREMIUM
Customer Success

Support Sentiment Tracker

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

Work-Ready
PREMIUM
Customer Success

Adoption Gap Hunter

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

Work-Ready
PREMIUM
Customer Success

Feature Adoption Trends

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

Work-Ready
PREMIUM
Customer Success

Perfect Review Timer

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

Work-Ready
Retention

Holiday Shopper Wake-Up

// Segments users who *only* purchase during Q4 (Black Friday/Cyber Monday) for specific holiday warm-up campaigns.

Work-Ready
PREMIUM
Customer Success

Stalled Project Alert

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

Work-Ready
Retention

Loyalty Point Breakage Estimator

// Analyzes point accrual vs redemption rates. Predicts the liability reduction from expiring points this quarter.

Work-Ready
Retention

Point Expiry Nudge

// Flags customers with loyalty points expiring in the next 30 days to drive urgency purchases.

Work-Ready
PREMIUM
Customer Success

The NPS Comment Classifier

// 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.

Work-Ready
PREMIUM
Customer Success

NPS Detractor Recovery List

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

Work-Ready
PREMIUM
Customer Success

NPS Trend Spotter

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

Work-Ready
PREMIUM
Customer Success

Onboarding Milestone Celebrator

// When a user hits "First Project Created", draft a personalized congrats email from the founder. Not a generic notification, a real feeling email.

Work-Ready
PREMIUM
Customer Success

QBR Data Aggregator

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

Work-Ready
PREMIUM
Customer Success

QBR Deck Generator

// Ingests usage data and ROI metrics. Generates the text for a 5-slide QBR: "Executive Summary", "Usage Trends", "ROI Achieved", "Next Quarter Goals".

Work-Ready
PREMIUM
Customer Success

Reference ROI Calculator

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

Work-Ready
PREMIUM
Retention

Referral Fraud Pattern Detector

// Checks referral logs for: Same IP, Sequential Emails (john+1@gmail.com), or impossible time-to-conversion (<10 seconds).

Work-Ready
PREMIUM
Customer Success

Referral Fraud Detector

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

Work-Ready
PREMIUM
Customer Success

The Renewal Reminder

// 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.

Work-Ready
PREMIUM
Customer Success

The Save Playbook Auditor

// Not all 'Saves' are created equal. This agent analyzes your churn save attempts to determine which tactic (Discount, Executive Call, Roadmap Promise) actually convinces customers to stay.

Work-Ready
PREMIUM
Retention

Review Request Timer

// Calculates the optimal review request date by adding 2 days to the actual 'Delivered' timestamp from shipping logs.

Work-Ready
PREMIUM
Customer Success

The Brand Guardian

// 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).

Work-Ready
PREMIUM
Customer Success

The Social Proof Pacer

// Don't just track ratings; engineer them. This agent calculates the exact number of 5-star reviews required to lift your average rating (e.g., 4.2 -> 4.5) or overtake a competitor.

Work-Ready
PREMIUM
Customer Success

The Usage-Based Nudge

// 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).

Work-Ready
PREMIUM
Customer Success

Seat Utilization Nudge

// Finds accounts with <50% seat utilization. Drafts a helpful email to the admin offering to help onboard more users (or downgrade to save churn).

Work-Ready
PREMIUM
Retention

Replenishment Timer

// Calculates the average days between 1st and 2nd purchase to identify the optimal window for sending replenishment reminders.

Work-Ready
PREMIUM
Retention

Subscription Churn Risk

// Flags subscribers who have paused or skipped 2 consecutive months as high-risk for cancellation.

Work-Ready
PREMIUM
Customer Success

Support Ticket Empathy Auditor

// Reviews closed tickets. Scores responses on "Warmth", "Acknowledgment", and "Solution Clarity". Flags agents who are too copy-paste heavy.

Work-Ready
PREMIUM
Customer Success

Ticket Volume Clusterer

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

Work-Ready
PREMIUM
Customer Success

Case Study Gap Finder

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

Work-Ready
PREMIUM
Customer Success

The Support Capacity Planner

// Missing SLAs isn't always about lazy agents; usually, it's about bad scheduling. This agent analyzes your ticket timestamps to find "Heat Zones" where volume exceeds capacity, recommending specific shift adjustments.

Work-Ready
PREMIUM
Customer Success

Time-to-Value Clock

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

Work-Ready
PREMIUM
Customer Success

The Onboarding Bottleneck Finder

// Total "Time to Value" is a lagging indicator. This agent breaks down your onboarding into granular steps (Setup, Import, First Action) to identify exactly which phase is killing your momentum.

Work-Ready
PREMIUM
Retention

Unsub Retargeter

// Matches unsubscribed email users to a format suitable for Facebook/Instagram Custom Audience upload.

Work-Ready
PREMIUM
Customer Success

Video Testimonial Scout

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

Work-Ready
PREMIUM
Retention

VIP Graduation Alert

// Identifies customers who are within $50 of the next loyalty tier to trigger a 'Top Up' campaign.

Work-Ready
PREMIUM
Retention

The Onboarding Factory

// Creates a 5-email welcome sequence for each user persona, designed to get them to their "aha moment" fast.

Work-Ready
PREMIUM
Retention

Win-Back Segmenter

// Identifies high-value customers who haven't purchased in 180 days to trigger a dedicated win-back campaign.

Work-Ready