Customer Insights AI Workflows

Step-by-step workflows for analyzing customer health, support issues, and feedback.

Churn Risk Analysis

Goal: Identify customers at risk of churning

Which customers are at risk of churning based on usage and payment data?

Requires: Stripe (STRIPE_API_KEY), optionally Snowflake for usage data

Goal: Understand common customer issues

What are the most common support issues this week?

Requires: Intercom (INTERCOM_ACCESS_TOKEN) or Zendesk

Goal: Overall view of customer health

Show me customers with declining engagement

Requires: Your data warehouse with usage data, or product analytics

Goal: Prepare for customer meetings

Prepare me for my QBR with [customer] - pull their revenue, usage, and support history

Requires: Stripe, support tool, and Slack for internal context

Connect support data

More CS workflows

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