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.
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
| Agent | Name | Role / Funcao |
|---|---|---|
| 👑 cs-chief | Sierra | Orchestrator — routes requests, manages workflows / Orquestradora — roteia requests, gerencia workflows |
| 📊 health-scorer | Halo | Multidimensional health scoring (0-100) / Score de saude multidimensional (0-100) |
| ⚠️ churn-predictor | Cassandra | Churn risk detection and prediction / Deteccao e previsao de risco de churn |
| 🛡️ retention-strategist | Remy | Personalized retention playbooks / Playbooks personalizados de retencao |
| 📓 qbr-builder | Quinn | Quarterly 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 / Comando | Description / Descricao |
|---|---|
*health-check | Run health assessment / Executar avaliacao de saude |
*churn-analysis | Analyze churn risk / Analisar risco de churn |
*retention-playbook | Generate retention playbook / Gerar playbook de retencao |
*qbr-report | Build QBR document / Criar documento de QBR |
*onboarding-plan | Create onboarding plan / Criar plano de onboarding |
*help | Show 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:
| Setting | Default | Description / Descricao |
|---|---|---|
product_type | SaaS | Product type / Tipo do produto |
health_score_model | usage+engagement+support | Scoring model / Modelo de scoring |
churn_thresholds.red | < 30 | Critical risk threshold / Limite de risco critico |
churn_thresholds.yellow | 30-70 | At-risk threshold / Limite de risco |
churn_thresholds.green | > 70 | Healthy threshold / Limite saudavel |
language | en | Output language / Idioma de saida |
output_format | markdown | Output 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
- User Guide / Guia do Usuario: user-guide.md
- CS Frameworks / Frameworks de CS: data/cs-frameworks.md
- Retention Playbooks / Playbooks de Retencao: data/retention-playbooks.md
Synkra AIOX | Customer Success Squad v1.0.0
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