Skip to main content

Health Score Monitoring

Real-time customer health scoring with multi-dimensional signals and automated escalation workflows

Complexity: Moderate | Duration: 5-15m | Category: Business/Sales

Tags: health-scoring monitoring risk-management customer-success

Workflow Diagram​

Steps​

Step 1: Signal aggregation​

Agent: /aggregate

signals - Pull usage, support tickets, NPS, engagement data

Step 2: Health calculation​

Agent: /score

health - Apply weighted scoring model (product, support, commercial)

Step 3: Trend analysis​

Agent: health

scoring-agent - Identify improving vs. declining accounts

Step 4: Risk segmentation​

Agent: risk

detection-specialist - Categorize as green, yellow, red

Step 5: Alert generation​

Agent: alert

automation-agent - Notify CSMs of health score changes

Step 6: Escalation routing​

Agent: /escalate

risks - Route red accounts to CS leadership

Step 7: Dashboard update​

Agent: /update

dashboard - Refresh real-time health metrics

Usage​

To execute this workflow:

/workflow business/sales/health-score-monitoring.workflow

See other workflows in this category for related automation patterns.