The Problem

• • CS teams discover churn risks only after customers have already decided to leave.
• • Health scores are calculated manually in spreadsheets and quickly become outdated.
• • Without trend analysis, gradual disengagement goes unnoticed until it's too late.
• • CSMs spend more time compiling data than actually saving accounts.

What This Blueprint Does

Morgan, your AI Customer Success Analyst, aggregates data from product analytics, support, and billing to calculate real-time health scores. She detects declining trends and proactively alerts your team before accounts churn.

• → Aggregates customer data from product analytics, support tickets, and billing.
• → Calculates health scores using weighted engagement, adoption, and satisfaction metrics.
• → Classifies customers into health tiers with churn risk probabilities.
• → Generates proactive alerts for at-risk accounts based on threshold breaches.

Workflow Architecture