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.
Review the results
Each run produces a result you can open, and opening it marks the run as reviewed. If an agent's runs keep piling up unreviewed, Cust automatically suspends the agent instead of letting it burn cycles nobody reads, and lets you know so you can decide. Open the agent to resume it, adjust its schedule, or retire it.