Examples

Example 1: Catching a Quiet Client Early

A software client that usually writes several times a week has gone quiet. The inbox has been busy with other clients, so nobody has noticed.

Step 1: Ask. A customer success lead asks for the quiet list.

@Agenteous quiet customers

Step 2: The card arrives. Customer Success lists the yellow and red clients. One line reads:

Yellow: the client, score 0.52 (Yellow): little recent contact; a single source

Step 3: Hand off. The account manager who owns the client presses Draft outreach on that row. Account Assistant writes a suggested check-in in the account manager's voice and posts it to that person as a card.

Step 4: Save it, then send it yourself. The account manager clicks Approve and Save to Gmail Drafts on the card. Nothing is sent: a draft with their signature appears in their own Gmail Drafts. They adjust one sentence, check the recipient and send it from Gmail.

Example 2: Reading the Whole Book on a Monday

Before the team sync, an agency owner wants a quick read.

Step 1: Ask.

@Agenteous book of business

Step 2: Read the card. Every client appears with a colour, a score and a risk level. Most are green or yellow. One is red.

Step 3: Go to the red one. The owner asks for churn risk.

@Agenteous churn risk

The card shows the red client with its score and its top reasons, such as a long gap since the last contact. It may add an anonymized note about a pattern across the book.

Step 4: Hand off. The owner asks the account manager to press Draft outreach.

Example 3: Working a Renewal

A contract is coming up for renewal in the next quarter.

Step 1: Ask.

@Agenteous renewals

Step 2: The forecast arrives. Customer Success lists contracts renewing within 90 days, soonest first. Each row shows the days to renewal, the renewal date, the health score, the contract value and the tier.

Step 3: Start early. A renewal with yellow health is the one that needs attention. The account manager presses Draft outreach on its row and Account Assistant prepares a suggested opening message. The account manager approves it to save it in their Gmail Drafts, then reviews and sends it from Gmail.

Example 4: Preparing a Quarterly Review

An account manager has a quarterly review next week.

Step 1: Ask.

@Agenteous qbr prep for [client name]

Step 2: The card arrives. It shows the client's health score and reasons, up to eight recent signals and the renewal date.

Step 3: Take it into the review. The Success metrics section does not carry figures, so the account manager adds their own delivery numbers.

Example 5: A Client Slips into Red Overnight

Step 1: The alert. The daily 9:00 am run finds that a client has dropped from yellow into red. A Engagement Health alert posts to the configured owner's private messages, and to a Customer Success channel if your administrator has set one.

Step 2: The card. It reads "Engagement Health: at-risk", says the client crossed into the red band with its score, and lists the main reasons.

Step 3: Decide. The owner opens the Engagement Health page in the Operator Console, sees the client's trend, and decides to call the client.