Customer success agentic workflows
The customer success health and risk agentic workflows are used to collect health data, monitor the health score, analyze risks, and provide potential solutions.
The customer success health and risk agentic workflows do the following:
- Collect health metric information for engagements.
- Analyze the metric data and identify trends (improving, declining, or flat).
- Create risk signals or risk occurrences if a declining trend is identified.
- Retrieve potential solutions and notify customer success manager of any unaddressed risk signals.
- Summarize results based on inputs provided by the customer success manager.
- For more details on collecting health metrics and identifying trends, see Now Assist for Telecommunications, Media and Technology (TMT) AI agent collection monitor engagement health agentic workflow.
- For more details on analyzing risks and recommending solutions, see Now Assist for Telecommunications, Media and Technology (TMT) AI agent collection analyze risks and recommend solutions agentic workflow.