AI in customer success

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Customer success

Health is a definition, not a color the model picked.

Support drafts, renewal risk, and a health score only work when the inputs are fields a person maintains. A cheerful summary of an angry ticket is a failure.

01Health score

Usage, open tickets, last meeting, renewal date. If a person cannot list the inputs, the score is decoration.

02Ticket draft

A reply written from the ticket and the article. A person sends it. The draft does not soften a complaint into a thank-you.

03Renewal risk

A reason the next term might slip, tied to a field the success owner updates.

04QBR note

What was agreed. A generated recap is a draft until the owner keeps or rewrites it.

THE INPUTS

Name the fields

A score with no inputs cannot be argued with. The team will ignore it, or worse, believe it.

THE NOTE

The owner edits the recap

The workflow ends when a person has kept, cut, or rewritten the note. Not when the model finished typing.

A color is not a health score.