AI Customer Success Workflows

Adapt helps customer success teams stay on top of customer relationships, track account health, and respond quickly to issues.

Key Use Cases

Account Health

Monitor customer health and identify risks.

Which customers are at risk of churning?

Show me customers with declining usage

What's our overall customer health score?

Support Analysis

Understand customer issues and feedback.

What are the most common support issues this week?

Show me conversations with negative sentiment

Which customers have contacted support the most?

Customer Research

Get context before customer meetings.

Prepare me for my call with [customer] tomorrow

Summarize my recent interactions with [account]

What's the history with this customer?

Example Questions

Health & Churn

What customers haven't logged in for 30 days?

Show me accounts with expired credit cards

Which customers downgraded recently?

Support

How many support tickets this week?

What bugs are customers reporting?

Find conversations about billing issues

Account Context

What's the revenue from this customer?

Show me their product usage

What have we discussed in Slack about them?

Key Integrations

Integration	Secret Name	What it enables
Stripe	`STRIPE_API_KEY`	Revenue, subscription status
HubSpot	`HUBSPOT_ACCESS_TOKEN`	Contact info, history
Intercom	`INTERCOM_ACCESS_TOKEN`	Support conversations
Zendesk	See docs	Ticket history
Snowflake	See docs	Product usage data

Getting Started

Connect Stripe

Add STRIPE_API_KEY for revenue data

Add support tools

Connect Intercom or Zendesk for support data

Try health analysis

Ask about at-risk customers

Next Steps

Intercom Integration

Connect customer messaging

Stripe Integration

Connect revenue data

By Role

Common Workflows

AI customer success workflows

Key Use Cases

Account Health

Support Analysis

Customer Research

Example Questions

Key Integrations

Getting Started

Next Steps

Intercom Integration

Stripe Integration

​Key Use Cases

​Account Health

​Support Analysis

​Customer Research

​Example Questions

​Key Integrations

​Getting Started

​Next Steps

Intercom Integration

Stripe Integration

Key Use Cases

Account Health

Support Analysis

Customer Research

Example Questions

Key Integrations

Getting Started

Next Steps