Conversational Customer Health Analysis

Enable teams to query customer health data conversationally using natural language across CRM, support, and product usage systems. This analysis helps identify at-risk accounts, understand customer engagement patterns, and prioritize intervention efforts through an intuitive chat interface that eliminates the need for complex dashboard navigation or manual SQL queries.

QUERY:

Based on the [DATA_SOURCE] connection, show me our top five customers based on annual revenue.

Goal: Identify the highest-value accounts to understand which customers contribute most to revenue and should receive priority attention from account teams.


QUERY:

Show me a complete health picture for [CUSTOMER_NAME]. 

Goal: Generate a comprehensive health overview including usage metrics, revenue data, open opportunities, support ticket volumes, and calculated health scores to assess account status and determine if intervention is needed.


QUERY:

Show me all accounts with a health score below [THRESHOLD] that have open opportunities over [DEAL_SIZE].

Goal: Identify at-risk revenue and prioritize intervention efforts for high-value deals that may be in jeopardy due to declining customer health.


QUERY:

Which accounts have had declining product usage over [TIME_PERIOD] but low support ticket volumes? 

Goal: Detect silent churn signals where customers are disengaging without raising support issues, enabling proactive outreach before cancellation.


QUERY:

Compare the average health scores between [CUSTOMER_SEGMENT_1] and [CUSTOMER_SEGMENT_2] customers.

Goal: Understand which customer segments are healthiest and identify patterns for success that can inform customer success strategies and resource allocation.


QUERY:

Show me all [CUSTOMER_NAME] support tickets from [TIME_PERIOD] and identify the top three most common issues.

Goal: Understand the primary pain points affecting specific accounts to guide targeted product improvements and enable Customer Success teams to address recurring problems proactively.


QUERY:

Which customers in [REGION] have increased their product usage by more than [PERCENTAGE] over [TIME_PERIOD]? 

Goal: Identify expansion opportunities and highly engaged accounts that may be receptive to upsell conversations, additional features, or case study participation.


Teams:

Account Management Customer Success Sales

Sources:

Dynamics 365 Freshdesk Google Spreadsheets HubSpot JIRA Salesforce Zendesk

Watch:

Ready to get started?