Schedule
Customer Success answers when you ask. On its own it does one thing every day.
Daily Health Snapshot
Every day at 9:00 am, Customer Success records a health snapshot for each client. The snapshots build the trend you see on the Engagement Health page in the Operator Console, which lists clients worst first.
Engagement Health Alert
The same daily run compares each client with the day before. When a client's score has dropped into red, and your agency has this alert turned on, it posts an Engagement Health alert. A client that recovers and later falls into red again triggers a new alert, unless its last alert was less than 14 days ago. A client with no real scored data does not trigger one on first sight.
When You Ask
Every other view runs on request: churn risk, quiet clients, book of business, renewals, onboarding, expansion opportunities, QBR prep and reference candidates. Each reads the latest signals when you ask. There is no scheduled digest.
Related
- Notifications: the alert in detail
- Commands: the requests you can make