Customer Success Dashboard
Query customer metrics, analyze health scores, and post a summary
Example Prompt
Generate a customer health dashboard and flag any accounts at risk of churning
About
Builds a customer success overview by querying key metrics like usage frequency, support ticket volume, and NPS scores from the database. Health scores are computed for each account, at-risk customers are flagged, and a summary with actionable insights is posted to the customer success team's Slack channel.
Workflow Steps
Query customer usage metrics, support tickets, and satisfaction scores from the database
📊 Run SQL QueryReason through the data to compute health scores and identify at-risk accounts
🧠 Structured ReasoningStore the computed health scores in memory for trend tracking over time
🧠 Store MemoryPost a formatted customer health summary with at-risk alerts to the Slack channel
📨 Send MessageTools Used
Store Memory
Persist a key-value pair to the agent's long-term knowledge graph memory
Run SQL Query
Execute a read-only SQL query against a PostgreSQL database and return results
Structured Reasoning
Break down a complex problem into sequential reasoning steps with explicit chain-of-thought
Send Message
Send a message to a Slack channel or direct message conversation
Required MCP Servers
Memory (Knowledge Graph)
Persistent knowledge graph for storing and retrieving structured information across sessions
PostgreSQL
Query, inspect, and manage PostgreSQL databases with full SQL support
Sequential Thinking
Dynamic problem-solving through structured thought sequences with branching and revision
Slack
Send messages, read channels, and manage Slack workspace interactions