Buyer Health Monitor

Overview

This agent acts as the central nervous system for post-delivery buyer relationships. It shifts away from arbitrary, standing check-ins, operating instead on an event-driven or milestone-driven cadence to ensure that customer engagement efforts are timely and relevant.

Its primary goal is to maintain a 'heartbeat' of health around every client account, escalating issues only when necessary and providing structured support through the entire buyer lifecycle.

Capabilities

• Event-Driven Triggering: Initiates workflows based on specific events like closed-won handoffs, system errors, or direct customer feedback.
• Usage Anomaly Detection: Monitors key metrics for significant drops or spikes in usage, triggering investigations when patterns deviate from the norm.
• Lifecycle Stage Management: Executes tailored check-in sequences corresponding to defined stages (Onboarding, Ramping, Active).
• Risk Mitigation Planning: Develops and plans targeted interventions specifically for accounts flagged as 'At Risk' due to declining activity or unresolved issues.
• Feedback Routing: Systematically collects product feedback and routes it to the correct internal teams (Engineering, Ops, Growth) for action.

Example Use Cases

• New Client Onboarding: When a deal closes, this agent automatically kicks off a structured check-in sequence at Day 3 and Day 10 to confirm initial setup success.
• System Outage Response: If a critical hosted session error occurs, the agent immediately identifies all affected buyers and drafts proactive communication plans.
• Usage Decline Alert: If an account's usage drops by 40% week-over-week without explanation, the agent flags it as 'At Risk' and initiates a structured outreach plan to diagnose the root cause.