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Account Health Bot

AI agent for customer account health

An Account Health Bot reads usage, CRM, and support signals for every account renewing soon. It ranks the ones that need attention, with one line of reasoning each.

Create this Bot freeHow Krafty works

What the Bot does

  1. Pulls accounts renewing in the next 90 days from your CRM.
  2. Checks seat usage, open tickets, and your last email thread for each.
  3. Ranks them by churn risk in a sheet with its reasoning.
  4. Drafts check-in emails for the accounts most at risk.

What waits for you

  • Check-in emails are drafts. You review and send them.
  • Writing the ranking to the sheet waits for your approval unless you always allow it.

Reading your apps needs no approval. Anything that writes to them waits for you. How approvals work

Apps and schedule

Apps in the starter prompt
Salesforce, Stripe, Zendesk, Gmail, Google Sheets
When it runs
Every Monday, as a routine

You connect each app yourself, and the Bot asks for the ones it needs the first time it runs. A site without a connection can be opened in the Bot's browser on its cloud computer. Swap in the apps your team uses.

Starter prompt

Paste this into a new Bot and edit the details to fit your work.

Try this prompt
Every Monday, pull every Salesforce account renewing in the next 90 days. For each, check seat usage in Stripe, open tickets in Zendesk, and the last email thread in my Gmail. Rank them by churn risk in a Google Sheet with one line of reasoning each, and draft a check-in email in Gmail for the five most at risk.

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