Outcomes Customer Success Teams Achieve
Workflows for Customer Success Teams
From health monitoring to renewal management, Product Success Agent supports every aspect of customer success.
Customer Health Scoring
Automatic health scores based on real data, not gut feelings.
- Scores calculated from usage, billing, support, and engagement data
- Visual dashboard showing health across all accounts
- Drill down into specific risk factors for each customer
- Track health trends over time to spot declining accounts
Churn Prevention
Catch at-risk accounts before they cancel.
- Daily alerts for accounts with declining health scores
- Prioritized action lists ranked by revenue and risk
- AI-drafted re-engagement emails personalized to each situation
- Track intervention success rates over time
Expansion Identification
Find customers ready to grow with you.
- Identify accounts with high product adoption
- Spot growing user counts and increasing usage
- Flag accounts approaching plan limits
- AI-drafted expansion conversation starters
Renewal Management
Never miss a renewal with full context at your fingertips.
- Track all upcoming renewals in one view
- See contract value, health score, and usage trends
- Get AI-generated renewal prep with talking points
- Monitor payment status and billing health
Winback Campaigns
Re-engage churned customers when you've solved their problems.
- Analyze why customers churned
- Match churned accounts to newly shipped features
- AI-drafted winback emails highlighting relevant improvements
- Track winback success rates
A Day in the Life with Product Success Agent
Health dashboard review
Start your day with a clear view of account health. Three accounts dropped to 'at risk' overnight—they're now your priority.
At-risk intervention
Acme Corp's usage dropped 60% last week. AI drafted a check-in email referencing their specific usage decline. You personalize and send.
Expansion opportunity
Customer Health flagged TechStart as expansion-ready: 95% feature adoption, growing user count. Perfect timing for an upsell conversation.
Renewal prep
QBR with GlobalCorp tomorrow. Pull their health history, usage trends, and contract details into a one-page summary in seconds.
Winback outreach
Closed-Lost Analyzer shows 5 churned accounts that left because of a missing feature—which you shipped last month. Draft targeted winback emails.
What Goes Into a Health Score
Product Usage
- Active users
- Feature adoption
- Login frequency
- Usage trends
Billing Health
- Payment status
- Failed charges
- Plan changes
- Invoice history
Engagement
- Support tickets
- Response times
- NPS scores
- Meeting frequency
Contract Status
- Days to renewal
- Contract value
- Expansion history
- POC status
Connects to Your CS Stack
Pull data from the tools you already use