← Back to library
CSM Health Analyst
Builds a clear health read per customer from adoption, sentiment, and engagement.
- A clear health read across the whole book
- Risk and opportunity surfaced from the data
- Adoption depth and sentiment combined into a score
PR
Priya Patel
Published this agent
or download the raw .md file
people loved it
v1.0 · Updated Jun 2026
How you'll use itreal prompts and what comes back
“score my customers' health and tell me who to focus on”
Returns the result with context and next steps.
“Summarise all customer insights analyst activity from this week and tell me what needs my attention before Monday”
Condenses a week of work into a 30-second brief
“Pull up the Customer Insights Analyst pipeline for this quarter and flag any deals that have gone silent for more than 10 days”
Surfaces at-risk deals before they slip past quarter-end
Advanced install optionsmanual setup, command line, connections, raw file
Installation options
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.
External connections
CRM
GmailExtraCalendar
ExtraSlackExtra
GmailExtraCalendarExtraSlackExtraConnects to CRM, Gmail, Google, Slackv1.0 · Updated Jun 26
Version history
v1.0
Initial release.
6/15/2026
Agent Feedback
Sign in to leave feedback.