Customer health & voice-of-customer pulse

On the schedule you choose, a CX analyst clusters support and feedback signals into a themed pulse report with verbatim evidence and proposes fixes as tasks for you to approve.

Join the waitlist

What it installs

Agents 1

  • CX Analyst

    Clusters feedback into themes, scores health, and proposes fixes as tasks.

Workflows 1

  • Customer health pulse

    Gather signals, cluster into themes, score health, self-critique, write the pulse and task proposals, and hand off for approval.

Goals 1

  • Friction surfaced and acted on

    Make customer friction visible, evidence-backed, and actionable on a cadence.

Skills 3

  • customer-pulse

    Aggregate support, feedback, and review signals into a themed report with verbatim evidence and a do-these-three-things list. Adapted from anthropics/knowledge-work-plugins/customer-pulse.

  • customer-pulse-check

    Run a recurring voice-of-customer review that classifies and impact-rates themes and drafts response templates for the top-3 fixable issues. Adapted from anthropics/knowledge-work-plugins/customer-pulse-check.

  • customer-success

    Score account health across engagement, relationship, financial, and sentiment signals and trigger the right save play for each risk tier. Adapted from claude-office-skills/skills/customer-success.

Schedules 1

  • Customer health pulse

    Produces the customer health pulse on the schedule you choose.

Connected services optional

  • HubSpot

    Connects to HubSpot so the CX analyst can read account records and lifecycle context when scoring customer health.

  • Attio

    Connects to Attio so the CX analyst can read account records and lifecycle context when scoring customer health.

Requirements

What this playbook expects to do its job. Task Machine does not verify these — you decide whether your setup is ready.

  • Browser access to your support desk — The agent works in your support desk through its web interface in your browser to read tickets and feedback, and pauses for your approval before making any changes. Until you connect it, it works from attached exports.
  • Product analytics access — Connect your product analytics so the agent can pull usage signals — friction points, abandoned flows, and churn/expansion. Until you connect it, it works from attached exports.

Setup guide

How to Run a Customer Health Pulse

A practical guide to reviewing customer health with support themes, usage signals, account risk, and proposed fixes.

Read the setup guide

Install Customer health & voice-of-customer pulse and run it with approvals.

Join the waitlist and we will send early access when the first private beta spots open.

Private beta. We invite teams in batches and never share your email.