Account Health Action Engine

Demo

Turn account health signals into concrete actions based on automation level and policy boundaries.

Inputs

To get started, use the default data or adjust, and then choose an automation level to correspond to business goals.

AccountSegmentLifecycleRenewalUsageAdoptionIssuesCSATBlocker
Northwind LogisticsMid-market
GreenSprout OnboardingSMB
HarborView ManufacturingMid-market
SilverPeak EnterpriseEnterprise

Automation level

Controls how aggressively the system creates actions from account signals, within segment-based policy limits.

Mostly recommendations. Minimal automatic action creation.
Low-risk actions can be created automatically. Higher-sensitivity actions go to review.
Most actions can be created automatically. Sensitive actions still go to review.

Deterministic policy matrix by account segment

ActionSMBMid-marketEnterprise
Create discount request(high)
ApproveApproveApprove
Reassign ownership(high)
ApproveApproveApprove
Send check-in email(high)
ApproveApproveApprove
Add to onboarding recovery sequence(medium)
AutoApproveApprove
Create support task(medium)
AutoApproveApprove
Escalate to specialist(medium)
AutoAutoAuto
Add to low-adoption nurture campaign(low)
AutoAutoApprove
Notify owner (Slack)(low)
AutoAutoApprove
Schedule checkpoint (7 days)(low)
AutoAutoApprove
Update CSM health score(low)
AutoAutoApprove
Note: The policy matrix sets the baseline automation status for each action. Account signals (like major blockers) can still make individual actions more restrictive when enforced by the action policy layer.

Analysis & outputs

Click generate to analyze account health and view triggered actions.

Health assessmentNot generated

Mid-market · Active · Renewal in 90d

Click Generate to produce analysis and actions.
Legacy health score (additive baseline)
Total: 0 pts · Healthy
This is a coarse weighted sum of a few signals. It’s useful, but it doesn’t model context (e.g. onboarding friction vs true risk), risk themes, or what should happen next.
FieldValuePoints

Recommended actionsNorthwind Logistics

Generate to produce recommendations.
KindActionOwnerPriorityStatusRationale