Workflow: Customer health checks

AI agent for customer health checks and retention follow-ups

Schedule Vost to summarize account health, unresolved blockers, promised follow-ups, and renewal risks from connected tools.

Retention and customer health searches usually come from teams with revenue at risk and a clear budget for workflow help.

Build this workflowView matching agent

What Vost should produce

Accounts at risk with reasons and next actions.

Customer-facing drafts for overdue updates.

Escalations that need product, engineering, or billing help.

How to configure it

  1. 1Choose the Customer Success Agent.
  2. 2Connect Gmail, Slack, HubSpot, Calendar, or support context.
  3. 3Define account segments and risk indicators.
  4. 4Review draft follow-ups before sending.

Approval rules

No customer messages without approval.

Customer impact is separated from internal status.

Escalations are flagged with owner and urgency.

Example output

At risk: 3 accounts with unresolved blockers.
Needs follow-up: 8 customers owed updates.
Escalate: 2 issues need engineering review.

Prompts to use

Every Monday, summarize customer accounts with renewal or blocker risk.
Draft follow-ups for customers we owe updates to, but do not send.

FAQ

Can Vost replace customer success software?

Vost is best for judgment-heavy recurring work around account context, drafts, and escalation. It can complement CRM and support tools.

Does Vost remember customer preferences?

Vost has memory for durable context, such as important preferences, decisions, and ongoing account state.