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.
Saves you ~3.3 h / week
How it works
- Trigger
- On the “Customer health pulse” schedule.
- Job
- Gather signals, cluster into themes, score health, write the pulse and task proposals.
- Outcome
- A verified customer-health report with prioritized interventions.
What it installs
Agents 2
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CX Analyst
Clusters feedback into themes, scores health, and proposes fixes as tasks.
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Customer health & voice-of-customer pulse Quality Reviewer
Checks primary evidence, domain controls, deliverable completeness, and communication quality, stopping the run when the work is wrong, unsupported, incomplete, or uncertain.
Teams 1
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Customer health & voice-of-customer pulse quality team
The delivery agents produce the work while an independent quality reviewer checks each workflow handoff against explicit evidence, domain, and communication requirements before the run can continue.
Workflows 1
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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
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Friction surfaced and acted on
Make customer friction visible, evidence-backed, and actionable on a cadence. Success looks like: Each cycle produces an approved pulse report — 3–5 evidence-backed themes plus a top-3 fix list and surfaced at-risk accounts proposed as tasks.
Skills 3
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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.
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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.
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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
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Customer health pulse
Produces the customer health pulse on the schedule you choose. ## Professional quality control Objective: complete the recurring Customer health & voice-of-customer pulse operating cycle and deliver a review-ready, evidence-backed result rather than merely report that the schedule ran. Start by fixing the review period, reading the current source records and prior run, confirming required access, and listing missing or contradictory inputs. Execute the bundle's full authored method in order, retaining source, calculation, command, or before/after evidence for load-bearing findings. Separate facts from interpretation, apply supplied policy without inventing thresholds, and stop any branch that requires missing authority or an unconfirmed human rule. Produce the complete named deliverable plus an evidence record, assumptions, exceptions, unresolved questions, and concrete next actions with owners where the method calls for them. Run the workflow's independent verifier checks and fix failures before requesting approval. The task is done only when every requested section and quality criterion passes or a blocker is explicit; silence, inaccessible data, or polished prose is not proof of completion. Reconcile customer, account, policy, chronology, severity, prior promises, and escalation triggers. Responses must acknowledge the specific issue and offer an actionable next step without generic AI phrasing, canned empathy, filler, blame, invented resolution times, or promises beyond the agent's authority. The human retains authority over publication, sending, spend, signing, merging, deployment, and other consequential external actions.
Connectors optional
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HubSpot
Connects to HubSpot so the CX analyst can read account records and lifecycle context when scoring customer health.
Open the HubSpot connector -
Attio
Connects to Attio so the CX analyst can read account records and lifecycle context when scoring customer health.
Requirements
- 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.
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