Identify Accounts at Churn Risk

Surface customer accounts showing meaningful usage, billing, or relationship risk signals.

Identify Accounts at Churn Risk agent board

About

Find customer accounts that may need attention before renewal or cancellation. The agent combines available usage, billing, and conversation signals and explains why each account stands out.

During guided setup, it learns the owner's definition of risk, customer segments, review window, and preferred destination. PostHog, Stripe, and Intercom provide complementary starting signals; alternatives can be chosen during setup.

The owner controls the risk criteria, outreach decisions, and account actions. Setup begins with a small read-only test.

What you will need

  • Intercom

  • PostHog

  • Stripe

Coworkers in this template

Churn Risk Monitor

Finds customer accounts showing meaningful usage, billing, or relationship risk signals.

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