Agent Library · By function · Reporting · Health · Renewals
Nobody notices an account going quiet. Until renewal.
Retention failures are almost never sudden. The signals were in the data for a quarter — in slower replies, dropped meetings, a champion who left. Nobody had time to read them across thirty accounts. That reading is a machine job.
Reporting eats the week
Account managers spend days per month assembling decks that clients skim in four minutes.
Churn is discovered late
The health signals exist across email, tickets and usage. Nobody correlates them until the renewal call.
QBR prep is a fire drill
Every quarter, the same scramble to reconstruct what happened and what it meant.
The agents
5 agents. Each one earns its autonomy.
Agent
What it does
Autonomy
Human gate
Client Reporting
Builds monthly and QBR performance decks per account from source data — numbers, commentary and the narrative arc.
Notify
AM approves before a client sees it
CS Sentinel
Watches account health signals across comms, tickets and delivery. Flags churn risk with the evidence attached.
Flag only
Alerts a human, never acts
QBR Prep
Assembles the quarterly narrative: what was committed, what shipped, what slipped, what to propose next.
Review
—
Expansion Spotter
Surfaces accounts showing genuine expansion signals, with the specific evidence that justifies the conversation.
Flag only
—
Status Synthesiser
Turns scattered cross-team activity into one client-readable update — no more chasing four teams for status.
Notify
—
Autonomy key — Auto: executes above 95% confidence. Notify: executes at 85–95% with notification and undo. Review: always queued for a human. Flag only: never acts, alerts a person.
What changes
Three shifts, not a feature list.
Churn signals arrive while they are still fixable
You hear about the fire when it is small, with the evidence already assembled.
The AM stops being a human router
Chasing teams for status is the single largest time leak in account management. It disappears first.
Reporting becomes a review task
Your account managers read and judge the deck instead of building it.
The eval bench
What these agents have to pass before they touch real work.
- Churn flags backtested against your last 12 months of actual churn — precision and recall both measured
- Report accuracy: every figure reconciles to source, zero unsourced claims
- Tone match against your last 10 human-written client updates
Written against your data, not ours. The bench is built during Blueprint and runs on every deploy from then on.
Related
Where this connects.
See it on your HubSpot.
A Blueprint maps which of these agents pays off first in your exact setup — and which to leave alone.
Apply for a Blueprint