Understand any customer in 30 seconds
Agents connect to your production database and Stripe to instantly pull a customer's complete journey — registration, payments, usage, and support history. Tickets get triaged, prioritized, and responses drafted before a human even looks at them.
What you get
The agent pulls a customer's full journey from registration to current state — signup date, onboarding steps, feature adoption, and every interaction along the way.
Stripe integration surfaces the customer's plan, billing history, payment method, failed charges, disputes, and lifetime value — no tab-switching required.
Which features they use, when they last logged in, how many API calls they've made, and their overall engagement level — all pulled from your production database.
Incoming tickets are categorized by type, prioritized by severity and customer value, and routed to the right team — before anyone reads them.
Context-aware reply suggestions based on customer data, ticket history, and known solutions. Your support team reviews and sends — not writes from scratch.
Trigger it on demand or wire it to incoming tickets. The agent looks up the customer, pulls all context, triages the issue, drafts a response, and posts everything to Slack — in about 30 seconds.
> Querying production DB — user profile found
> Querying Stripe — subscription & payment history
> Checking usage data
Customer 360 profile compiled
> Drafting response based on ticket context: billing question
> Posting customer profile + draft response to #support on Slack
✓ Customer 360 profile assembled
✓ Draft response ready for review
✓ Posted to #support on Slack
For CRHQ clients
Enable the required skills
Make sure these skills are active on your satellite:
Tell the agent which customer to look up
Example prompt:
Automate the trigger (optional)
Use the schedule skill to run proactive checks — flag at-risk customers daily, or wire the agent to trigger on new incoming tickets for instant context assembly.
Get more out of this workflow
Give the agent read-only database access
For security, configure the external-database-query skill with a read-only database user. The agent only needs SELECT permissions to pull customer profiles, usage data, and support history. This keeps your production data safe while giving the agent full visibility.
credentialsBuild a customer knowledge base with project documents
Tell the agent to save recurring customer patterns, common issues, and resolution templates to project documents. Over time, this builds an institutional knowledge base that makes every future lookup faster and every draft response more accurate.
manage-project-documentsCombine with scheduling for proactive support
Don't just react to tickets — get ahead of them. Schedule the agent to run daily scans that flag at-risk customers: users whose usage dropped, payments that failed, or accounts approaching renewal. Proactive outreach before a customer even opens a ticket.
scheduleUse delegation for handling multiple tickets in parallel
When a batch of tickets comes in, the delegation skill can spin up sub-agents that handle customer lookups and draft responses simultaneously. One agent per ticket, all coordinated by a lead agent that tracks progress and ensures nothing falls through the cracks.