Commands

Talk to Customer Success in its Slack channel or by mentioning it directly in any channel. All commands are plain requests; no special syntax is required.

Churn Risk Report

Ask Customer Success which clients have gone quiet long enough to be considered at risk.

@Agenteous who's at churn risk?

@Agenteous show me at-risk clients

@Agenteous going dark

The agent posts a list of clients whose most recent signal is older than two weeks, sorted from longest-silent to most recent. Each row shows the client name, the number of days since last contact, and the total signal count for the recent window. Clients with zero signals in that window appear at the top. When a pattern across your whole book of clients applies, the card can add an anonymized note about it, so a single quiet account is read against what tends to precede churn elsewhere.

Quiet Clients List

Get a list of clients whose communication has dropped below a normal cadence, before the situation reaches churn-risk territory.

@Agenteous quiet clients

@Agenteous show me silent clients

The quiet-clients card uses a shorter cutoff than the churn risk report, so it catches clients earlier. It is useful for early intervention: these clients have slowed down but are not yet in the danger zone. The card format is the same as the churn risk list.

Book of Business

Get a full health overview of all your active clients.

@Agenteous book of business

@Agenteous customer health

@Agenteous customer roster

The agent posts a table with one row per client. Each row shows the client name, the number of signals received in the recent window, and the number of days since the most recent signal. Rows are color-coded: green for healthy engagement, yellow for reduced activity, red for little or no recent contact. Use this view to get the full picture at once rather than asking about individual clients.

Renewal Forecast

Ask which contracts are coming up for renewal so the team can get ahead of them.

@Agenteous renewal forecast

@Agenteous upcoming renewals

The agent lists contracts renewing in the next 90 days, with the 60-day and 30-day windows marked, sorted so the closest and riskiest ones come first. Each at-risk row carries a Draft outreach button framed for a renewal conversation.

Onboarding Status

See where your newer clients sit against the milestones you expect early in an engagement.

@Agenteous onboarding status

@Agenteous who's onboarding?

The agent shows each client still in onboarding, the days since the engagement started, and which early milestones have been hit so you can spot a launch that is stalling.

QBR Prep

Pull a quarterly-business-review summary for one client before the meeting.

@Agenteous qbr prep for Northbrook

The agent posts a per-client summary: recent activity, current health, renewal timing, and the wins worth highlighting. Use it as the starting point for the review rather than assembling it by hand.

Reference Candidates

Find the clients who look happiest right now and would make a strong case study or testimonial.

@Agenteous references

@Agenteous case study candidates

The agent surfaces the clients with the healthiest recent engagement, so you know who to approach when you need a reference.

Expansion Opportunities

Ask which clients have hinted at new scope, growth, or an adjacent need.

@Agenteous expansion opportunities

The agent reads recent client messages and surfaces the ones that read like genuine new scope, with the quoted line that prompted the flag.

Asking About a Specific Client

You can scope any of the above requests to a single client by naming them.

@Agenteous what's the health status for Northbrook?

@Agenteous is Pinnacle Solutions going quiet?

The agent looks up that client's signals and posts a summary card showing recent activity, days since last touch, the tone it reads from recent messages, and any expansion signal that applies.

Action Buttons

When Customer Success posts a card identifying a client that needs attention, the card includes a Draft outreach button. Pressing it sends a request to the Account Assistant, which prepares a client-facing message in the owning account manager's voice. The account manager then receives a separate approval card with the draft to review, edit, or discard before anything is sent to the client.

Customer Success itself does not have Approve or Send buttons. Its cards surface the situation; the Account Assistant and the account manager handle the response.