Commands
Ask Customer Success in Slack in plain words. It matches your message against the phrases below, and anything else returns a short help message. If you are not sure where to reach it in your Slack workspace, ask your administrator. Every answer is read only.
Churn Risk
@Agenteous who's at risk
Other phrases that work: "churn risk", "going dark", "going quiet" and "at risk". It lists your red clients, which are those with a health score under 0.40. Each line shows the client, its score, the risk level and the top reasons. Each row has a Draft outreach button. When a pattern across your whole book applies, the card can add an anonymized note about it.
Quiet Clients
@Agenteous quiet customers
Other phrases: "silent customers" and "haven't heard from". It lists yellow and red clients, which are those under 0.70, in the same format with a Draft outreach button on each row. The card shows scores and reasons. It does not show days since contact.
Book of Business
@Agenteous book of business
Other phrases: "customer health", "customer roster", "customer overview", "health roster" and "health check". It lists every client with a colour, its score and its risk level. Green is 0.70 or more, yellow is 0.40 or more, and red is below that.
Renewal Forecast
@Agenteous renewals
Other phrases: "renewal forecast", "upcoming renewals" and "what's renewing". It lists contracts renewing in the next 90 days, soonest first and then lowest health. Each row shows the days to renewal, the renewal date, the health score, the contract value and the tier, with a Draft outreach button.
Onboarding Status
@Agenteous onboarding
Another phrase: "new customers". It lists clients that started in the last 60 days or still have open milestones, with the status of each milestone against its target day.
Expansion Opportunities
@Agenteous expansion opportunities
Other phrases: "expansion", "where can we grow" and "upsell". It reads inbound messages from the last 28 days, up to 25 clients per request, and quotes the messages that read as new scope. If the classifier is unavailable, the card says so rather than guessing.
QBR Prep
@Agenteous qbr prep for [client name]
Matches the name you type loosely against your clients. The card shows the client's health score and reasons, up to eight recent signals and the renewal date. The Success metrics section does not currently carry figures.
Reference Candidates
@Agenteous references
Other phrases: "case study candidates" and "who's happiest". It lists green clients, ranked by score and by how long they have been a client.
Asking About One Client
QBR prep is the only request scoped to one client. A question like "what's the health status for a client" does not match anything and returns the help message. A question with "going quiet" in it returns the whole-book churn list, not one client. For one client's recent signals, ask Account Assistant.
Draft Outreach Button
The button posts a note and asks Account Assistant to write a suggested message for the client's owning account manager. It arrives as a card for that person. There is no client email to reply to, so the card's button reads Approve and Save to Gmail Drafts, and it saves a draft in that person's Gmail Drafts instead of sending. The draft is addressed to the client's contact when one is on file and blank otherwise. Open it in Gmail, check the recipient, and send it from your own mailbox. Customer Success has no Approve or Send button of its own.
Related
- Notifications: what each card contains
- Examples: walkthroughs