OSAIby iBANK
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AGENT 42 / 11 · RETAIL & E-COMMERCE · CUSTOMER RETENTION & EXPANSION

Customer Health Scorecard Builder

Blends usage depth, NPS and support sentiment into a single weighted health score, so customer success can triage attention by risk instead of gut feel.

READS FROMSupport metrics, NPS surveys, usage data
MCP SERVERProduct Data Server
MODELRouted to reasoning-tier open model
HANDS OFF TOChurn Early Warning System, Renewal & Expansion Planner
RUN THE AGENT

Set your inputs and weights, generate the score

Adjust the three health signals and their weighting and the agent recalculates the composite score and tier instantly.

ASSUMPTIONS

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Composite health score
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Health tier
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Support weight (auto-filled)
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Blended NPS (0-100 scale)
MetricValue
HOW IT WORKS

What the agent actually does

1. Synthesize the signalsPulls usage depth, NPS survey responses and support ticket sentiment/volume for every account.
2. Weight and blendCombines the three signals into a single composite health score, using the weighting the customer success team has set for this segment.
3. Assign the tierClassifies each account into a health tier so CSMs can triage attention by risk, not gut feel.
4. Hand offFeeds At-Risk and Critical accounts to the Churn Early Warning System, and Champion accounts to the Renewal & Expansion Planner as expansion candidates.
← Agent 41 · Renewal & Expansion Planner