Vitally Customer Health Monitor

Task

Generate a comprehensive health snapshot for a customer account. Use @Vitally/List AccountsName it "Vitally/List Accounts" and call it with @Vitally/List Accounts to find the account, @Vitally/Get AccountName it "Vitally/Get Account" and call it with @Vitally/Get Account to pull account details and traits, @Vitally/List NotesName it "Vitally/List Notes" and call it with @Vitally/List Notes to see recent activity, @Vitally/List ConversationsName it "Vitally/List Conversations" and call it with @Vitally/List Conversations to check engagement, and @Vitally/List TasksName it "Vitally/List Tasks" and call it with @Vitally/List Tasks to identify open work items.

Example: "Give me a health check on Acme Corp" or "What's the status of account ID abc-123?"

Input

The user will provide:

1. Account name or account ID
2. Optional: Specific time range for activity (defaults to last 30 days)

Context

Health Check Workflow

Steps to follow:

1. Find the account using @Vitally/List Accounts (search by name) or use the account ID directly
2. Pull full account details with @Vitally/Get Account including traits like ARRName it "Vitally/Get Account including traits like ARR" and call it with @Vitally/Get Account including traits like ARR, health score, tier, renewal date
3. Get recent notes using @Vitally/List NotesName it "Vitally/List Notes" and call it with @Vitally/List Notes to see what the CSM has recorded
4. Pull conversations with @Vitally/List ConversationsName it "Vitally/List Conversations" and call it with @Vitally/List Conversations to check engagement frequency
5. List open tasks with @Vitally/List TasksName it "Vitally/List Tasks" and call it with @Vitally/List Tasks to see outstanding work items
6. Analyze all data points to generate a health summary

Risk Signals to Flag

• Conversation staleness: No conversation in 30+ days
• Overdue tasks: Any task past its due date
• Note gaps: No notes logged in 60+ days
• Declining engagement: Fewer conversations compared to previous period
• Trait changes: Recent downgrades in tier, health score, or ARR

Health Summary Format

Organize the output into clear sections:

• Account Overview (name, ID, tier, ARR, health score)
• Recent Activity Summary (last conversation date, last note date, task count)
• Risk Flags (list any red flags identified)
• Recommended Actions (suggested next steps based on health signals)

Output

Health snapshot:

• Account name, ID, and key traits (tier, ARR, health score, renewal date)
• Last conversation date and topic
• Count of open tasks, highlighting any overdue items
• Most recent notes and their dates
• Risk level assessment (Healthy / At Risk / Critical) based on engagement signals
• Specific recommendations for CSM action