Every customer's full story, in one click
With read-only access to your production database and payment gateways, an agent can instantly assemble a complete customer profile — how they found you, what they purchased, where they're from, what they use, and what they might need next.
What you get
How they signed up, where they came from, their referral source, and every onboarding step they completed — the full acquisition story from first touch to active user.
Stripe integration surfaces subscription plan, monthly recurring revenue, lifetime value, payment history, failed charges, and disputes — a complete financial picture in seconds.
Which features they use, how often they engage, API call volume, and adoption depth — so you know exactly how embedded they are in your product.
Timezone, language, region, and local context that helps your team personalize interactions and understand usage patterns across different markets.
An automated assessment of churn risk based on usage patterns, payment behavior, support interactions, and engagement trends — scored and explained so you can act on it.
Ask for any customer by email or ID. The agent queries your database, Stripe, and analytics in parallel, compiles the full profile, calculates a health score, and saves the result as an artifact — all in about 30 seconds.
Registration data:
Stripe data:
Usage data:
Support history:
> Generating customer health score
Health score: 92/100 (healthy)
✓ Full customer 360 profile compiled
✓ Profile saved as artifact
For CRHQ clients
Enable the required skills
Make sure these skills are active on your satellite:
Ask the agent for a customer profile
Example prompt:
Schedule recurring reports (optional)
Use the schedule skill to auto-generate weekly VIP customer reports. The agent can pull profiles for your top accounts every Monday and flag anyone whose health score dropped — giving your success team a head start on the week.
Get more out of this workflow
Use before sales calls or support interactions
Run a customer 360 lookup before every sales call, renewal conversation, or escalated support ticket. Your team walks in with full context — usage patterns, payment history, and health score — instead of scrambling through multiple dashboards mid-call.
Pair with BI dashboards for cohort-level analysis
Individual customer profiles are powerful on their own. Combine them with your BI dashboard workflow to analyze cohorts — compare health scores across pricing tiers, regions, or acquisition channels to spot systemic patterns.
Schedule weekly VIP customer reports
Combine with the schedule skill to auto-generate profiles for your top 20 accounts every week. The agent flags health score changes, usage drops, and upcoming renewals — so your customer success team can act proactively instead of reactively.
scheduleStore profiles in project documents for cross-team access
Save customer profiles to project documents so sales, support, and success teams all reference the same data. When a customer contacts any team, the latest profile is already there — no duplicate lookups, no stale information.
manage-project-documents