Health watch: an AI agent that flags customers whose usage or sentiment is slipping
Health watch checks every customer account each week for early signs of churn: falling usage, a champion who has gone quiet, more support tickets, unhappy emails. When an account slips, it tells the owner what changed and drafts a next step. The owner hears about it while there's still time to fix it.
We design every agent around how you sell. This page shows our starting design for this one.
- When it runs
- Every week across all customers, and the same day a strong warning sign appears, such as your champion leaving.
- Works in
- Your CRM, product usage data, support desk and email.
- Waits for a person
- Any message to the customer. Alerts and notes go to your team only.
- How you know it works
- How early it catches at-risk accounts, how many of them have a save plan, and gross revenue retention over time.
What it does
- Brings each account's signals into one view: logins, feature use, seats, tickets, survey scores and the tone of recent emails.
- Compares each account with its own history and with healthy customers like it, so it doesn't judge a small account against a large one.
- Flags accounts that cross the warning lines you set, and says which signals moved.
- Drafts a next step for the owner, such as a check-in email or a note to support.
- Logs the risk and the reason in your CRM, so it shows up in leadership reviews.
What it hands your team
Pinecrest Clinics moved from green to amber this week
- What changed
- Active users down from 42 to 27 in 30 days. Your champion, Sara Kim, hasn't logged in for three weeks. Two billing tickets are open.
- Renewal
- In 110 days.
- Next step
- Owner calls Sara this week. The agent drafted a check-in email, waiting for approval.
Example output. The companies and people are made up.
Questions about the health watch agent
We don't have a health score. Can we still use this?
Yes. We start with the signals you already have, often CRM activity, support tickets and email, and add product usage when you're ready.
How is this different from a customer success platform?
A CS platform gives you dashboards and a scoring model to set up. We build and tune health watch for you inside the tools you have, and it drafts the next step as well as raising the flag. If you already own a CS platform, it can read from it.
Will it email our customers?
Only with a person's approval. It drafts, and the account owner decides.
More agents for customers
- Onboarding guideTracks each new customer's first 90 days and flags stalls.
- Renewal prepBuilds the renewal brief 90 days before each renewal.
- Expansion signalsSpots teams and use cases ready for more seats.
- QBR builderDrafts quarterly business reviews from account data.
- Win-backRevisits lost deals and past customers when their situation changes.
What should your team stop doing by hand?
Tell us in a line or two. We'll send a free plan of where agents fit and what to build first, within 5 business days.