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Identify At-Risk Customers

User Persona Service
Use Case Readiness Emerging

By the time you spot churn signals, the customer is gone. 

Breeze flags at-risk customer accounts and tells your service team how to save them.

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See the Signals Before Customers Leave

Churn rarely happens without warning. The signals are buried in call transcripts, ticket threads, and survey responses. Customer Health Agent analyzes these signals and flags accounts that need attention before a cancellation request. 

Start there to assess account health and get recommended next steps. Add Conversation Intelligence to track churn signals like cancellation mentions, competitor references, and frustration patterns across customer calls. Then use Feedback Survey Summaries to monitor satisfaction trends.

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Starter, All Products

Get Started with Customer Health Agent

Find your at-risk accounts and act before you lose them.

Step 1 - Install from the Marketplace

Navigate to Breeze, then Breeze Studio. Search for Customer Health Agent and click "Add." Once added, click "Open" to access the agent.

Step 2 - Configure the Agent

In the upper right, click "Configure." The agent assesses account health by analyzing recent conversations, ticket history, survey responses, and broader web context. You can also add extra instructions to give the agent additional context about your business.

Step 3 - Review At-Risk Accounts

Run the agent and review the health assessment, including recent interactions, ticket trends, engagement patterns, and a summary of what was flagged.

Step 4 - Act on Recommended Next Steps

For each at-risk account, the agent generates recommended actions, talking points, and outreach templates. Use these to reach out with a specific plan instead of a generic check-in. Export the output as a PDF or copy a direct link to share with your team.

Turn it on. Watch it work.

Once Customer Health Agent is monitoring your accounts, you move from being reactive to proactive. At-risk accounts get flagged with specific reasons and recommended actions. Your team reaches out while there's still time to act.
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What to expect:

  • At-risk accounts flagged with specific reasons

  • Talking points and outreach templates ready to use

You can't save a customer who's already left. You can save one who's thinking about it. The difference is knowing in time.

Go Deeper with More Breeze Tools

Once you're catching at-risk accounts early, add these tools to monitor sentiment across channels.
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Sales Hub Professional, Service Hub Professional

Conversation Intelligence

Tracks key terms like "cancel," "frustrated," "competitor," or "budget" across all recorded calls and generates reports identifying at-risk accounts. Use it to catch churn signals from real customer conversations that wouldn't show up in ticket data or surveys alone.
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Service Hub Professional

Feedback Survey Summaries

Analyzes feedback survey responses to identify key themes at a glance. Use it to spot patterns across your customer base, like recurring complaints or feature requests, without reading every individual response.