A five-point account briefing before every renewal
An agent reads the whole account so the CSM walks into the renewal informed, not blind.
Abstract
Renewals are too often prepared in the last hour because reading an entire account — history, tickets, usage, recent news — is a job nobody can fit in. We built an agent that aggregates those sources into a concise briefing with risks and upsell openings, generated ahead of every renewal.
The problem
The information needed to save or grow an account exists, but it's scattered across the CRM, the support desk, product analytics and the outside world. Pulling it together by hand takes hours, so it gets skipped — and risk surfaces only when the customer is already halfway out the door.
What we built
- Aggregation of account history, open and historical support tickets, and product-usage signals.
- A retrieval step for recent, relevant company news.
- A synthesis step that produces a five-point brief: health, risks, usage, news, and upsell openings.
- Scheduled generation tied to renewal dates.
How it works
- A renewal date approaches; the agent assembles the sources.
- It synthesizes a structured briefing with a clear risk flag.
- The brief is attached to the account and sent to the owner.
- The CSM reviews it minutes before the call instead of preparing for hours.
Result
Account owners arrive at renewals with a consistent, current view they previously didn't have time to build — earlier risk signals and clearer upsell conversations.
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