Customer Health Check
Weekly automated check on key customer accounts — usage trends, support tickets, engagement.
Cron + WhatsAppCustomer SuccessHealthCron
Conversation Example
Cron triggered: Weekly customer health check (Monday 10 AM)
http_request + memory_recall
Running health check on top 10 accounts...
whatsapp_web_send
Customer Health Report — Week 14 At Risk: - DataFlow Inc.: Usage dropped 40% this week, 2 open support tickets - StartupXYZ: No login in 14 days, billing past due Healthy: - TechCorp: Usage up 15%, renewed annual plan - Agency Pro: 3 new team members added Actions needed: - DataFlow: Schedule check-in call (flagged @Lisa) - StartupXYZ: Send re-engagement email Sent summary to #customer-success group.
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