customer success squad

AI-powered Customer Success squad that monitors customer health metrics, predicts churn risk with early warning signals, generates personalized retention playbooks, and builds data-driven Quarterly Business Reviews. Enables CS teams to shift from reactive firefighting to proactive, scalable customer management.

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22 سير عمل

Customer Success Squad

Monitor customer health. Predict churn. Retain and grow.

Monitore a saude dos clientes. Preveja churn. Retenha e cresca.


Overview / Visao Geral

EN: The Customer Success Squad is an AI-powered team of 5 specialized agents that helps CS teams shift from reactive firefighting to proactive, data-driven customer management. It monitors health scores, predicts churn risk with early warning signals, generates personalized retention playbooks, and builds compelling Quarterly Business Reviews — all in minutes, not hours.

PT-BR: O Customer Success Squad e uma equipe de 5 agentes especializados com IA que ajuda times de CS a migrar de um modelo reativo para uma gestao proativa e orientada a dados. Monitora health scores, preve risco de churn com sinais antecipados, gera playbooks personalizados de retencao e cria QBRs convincentes — tudo em minutos, nao horas.


👥 Agents / Agentes

AgentNameRole / Funcao
👑 cs-chiefSierraOrchestrator — routes requests, manages workflows / Orquestradora — roteia requests, gerencia workflows
📊 health-scorerHaloMultidimensional health scoring (0-100) / Score de saude multidimensional (0-100)
⚠️ churn-predictorCassandraChurn risk detection and prediction / Deteccao e previsao de risco de churn
🛡️ retention-strategistRemyPersonalized retention playbooks / Playbooks personalizados de retencao
📓 qbr-builderQuinnQuarterly Business Review generation / Geracao de QBRs

⚡ Quick Start (< 5 min) / Inicio Rapido

Health Check in Under 5 Minutes / Health Check em Menos de 5 Minutos

EN:

/csSuccess *health-check

Provide customer data:
> Customer: Acme Corp
> Usage has been declining for 2 months.
> 3 support tickets last month, 1 escalation.
> NPS score: 5

PT-BR:

/csSuccess *health-check

Forneca os dados do cliente:
> Cliente: Acme Corp
> Uso em declinio ha 2 meses.
> 3 tickets de suporte no ultimo mes, 1 escalacao.
> NPS: 5

The squad will produce a complete health scorecard with scores, trends, and prioritized recommendations.

O squad produzira um scorecard completo com scores, tendencias e recomendacoes priorizadas.


💻 Commands / Comandos

Command / ComandoDescription / Descricao
*health-checkRun health assessment / Executar avaliacao de saude
*churn-analysisAnalyze churn risk / Analisar risco de churn
*retention-playbookGenerate retention playbook / Gerar playbook de retencao
*qbr-reportBuild QBR document / Criar documento de QBR
*onboarding-planCreate onboarding plan / Criar plano de onboarding
*helpShow all commands / Mostrar todos os comandos

⚙️ Workflows

Proactive CS (< 10 min)

EN: Automated pipeline: health check -> churn analysis -> retention playbook. Checkpoints between each phase let you stop or continue based on results.

PT-BR: Pipeline automatizado: health check -> analise de churn -> playbook de retencao. Checkpoints entre cada fase permitem parar ou continuar baseado nos resultados.

*health-check → [if yellow/red] → *churn-analysis → [if high/critical] → *retention-playbook

QBR Prep (< 8 min)

EN: Context gathering -> metrics collection -> full QBR document generation. Supports 4 presentation modes: full, executive, data, talking points.

PT-BR: Coleta de contexto -> coleta de metricas -> geracao completa do QBR. Suporta 4 modos de apresentacao: completo, executivo, dados, talking points.

context → metrics → QBR document

🔧 Configuration / Configuracao

Key settings in config.yaml:

SettingDefaultDescription / Descricao
product_typeSaaSProduct type / Tipo do produto
health_score_modelusage+engagement+supportScoring model / Modelo de scoring
churn_thresholds.red< 30Critical risk threshold / Limite de risco critico
churn_thresholds.yellow30-70At-risk threshold / Limite de risco
churn_thresholds.green> 70Healthy threshold / Limite saudavel
languageenOutput language / Idioma de saida
output_formatmarkdownOutput format / Formato de saida

📂 Structure / Estrutura

customer-success-squad/
├── squad.yaml              # Squad definition / Definicao do squad
├── config.yaml             # Configuration / Configuracao
├── agents/                 # Agent definitions / Definicoes dos agentes
│   ├── cs-chief.md
│   ├── health-scorer.md
│   ├── churn-predictor.md
│   ├── retention-strategist.md
│   └── qbr-builder.md
├── tasks/                  # Task contracts / Contratos de tasks
│   ├── health-assessment.md
│   ├── churn-risk-analysis.md
│   ├── retention-playbook.md
│   └── qbr-generation.md
├── workflows/              # Workflow definitions / Definicoes de workflows
│   ├── proactive-cs.md
│   └── qbr-prep.md
├── data/                   # Knowledge base / Base de conhecimento
│   ├── cs-frameworks.md
│   └── retention-playbooks.md
├── templates/              # Output templates / Templates de saida
│   ├── health-scorecard-tmpl.md
│   └── qbr-tmpl.md
├── checklists/             # Quality checklists / Checklists de qualidade
│   └── cs-quality.md
├── README.md               # This file / Este arquivo
└── user-guide.md           # Detailed guide / Guia detalhado

💰 Pricing / Preco

$39.99/month per workspace.

Includes all 5 agents, unlimited health checks, churn analyses, retention playbooks, and QBR generations.

Inclui todos os 5 agentes, health checks ilimitados, analises de churn, playbooks de retencao e geracoes de QBR ilimitadas.


📖 Documentation / Documentacao


Synkra AIOX | Customer Success Squad v1.0.0

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