Customer Health Agent
Built by HubSpot
Installs - 3K installs
Overview
1/7
This Customer Success agent uses the data already in your CRM including calls, meetings, emails, support tickets and more to assess the health of a customer account and helps your team respond effectively. With this agent you'll get:
A company health assessment
Detailed explanation of why that specific health assessment was given
Next steps for the company owner to action
Talking points and discovery questions for your next call
Email drafted and ready to send
Features
Company Health Summary
Summarizes the health and risk of selected companies.
Meeting Prep
Provides talking points and discovery questions for your next call with the customer. These talking points and questions are tailored to the reasons the customer has a specific health status.
Outreach Recommendations
Drafts an email and subject line that can be used to reach out to the customer immediately
Next Best Actions
Suggests next best actions for at-risk accounts, along with talking points, discovery questions, and an email template for improving the relationship.
Agent Functionality
Tools
Pricing
Starting July 23, this feature will use credits. Learn more
More info
Feedback
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