Agents
Schedule recurring work so it runs on its own and the results are waiting when you are back.
What an agent does
An agent runs a defined piece of customer-success work on a schedule you set. Common examples:
- Daily account triage: each morning the agent walks your portfolio, flags the accounts that need attention, and creates the recommended tasks in Action Hub.
- Weekly portfolio review: a digest of what moved last week, including score changes, new risks, and expansion signals.
- End-of-month digest: a monthly summary of retention, expansion, and at-risk accounts you can share with leadership.
How it runs
You define the agent once: what it should do, what data it should look at, and how often. From then on it runs on its own and the results are waiting when you come back.