We map your goals, data, tools and handoffs, then scope the build so you know exactly what you are getting.
AGENT / CUSTOMER HEALTH AGENT
The Retention Specialist
Spots at-risk accounts early and starts the save play before anyone has to notice.
HubSpot or customAdditions
What the build covers
- Customer health agent
- Health-scoring model
- Risk alerts
- Save plays at each risk level
How it gets built
We build it with AI, connect it to your systems, and test it with your team before it goes live.
We recalibrate scoring against real churn and refine the save plays.
After launch
We recalibrate scoring against real churn and refine the save plays. Hand it off to your team, or keep us on to maintain it or operate it; agents and programs improve with tuning and drift without it. Compare the options ↓
Partner tools
Tools that pair with this build.
HubSpot
CRM and marketing software
Free plan available + negotiated plans and credits
Explore the offer ↗Zonka Feedback
Surveys & CX feedback
14-day free trial
Explore the offer ↗Hotjar
User behavior & UX
Free Basic plan
Explore the offer ↗We pick tools for fit, not commission. Some partner links may earn Hacking Demand a commission at no extra cost to you.
Customer health agent FAQ
Good questions.
Straight answers.
What does the customer health agent do?
Spots at-risk accounts early and starts the save play before anyone has to notice. It covers: customer health agent; health-scoring model; risk alerts; save plays at each risk level.
Do I need HubSpot for the customer health agent?
No. We build it on HubSpot when you run HubSpot, using what HubSpot does well (such as Breeze), or as a custom build on your own stack, so it also works with Salesforce, another CRM, or no CRM yet.
What happens after the customer health agent goes live?
We recalibrate scoring against real churn and refine the save plays. You choose: build and hand off to your team, build and maintain (we keep it tuned and working), or build and operate (our experts run the work it powers).
Who runs it?
Build it. Maintain it.
Or have us operate it.
Every build ends with a choice. Agents and programs improve with tuning and drift without it, so we recommend an ongoing option: we keep it working, or our experts run the work it powers.
Build and hand off
We design and build it, test it, document it and train your team. You own it and run it from launch day.
- Design and build
- Testing and documentation
- Handoff and training
Build and maintain
We build it, then keep it tuned and working: models kept current, prompts and knowledge edited as your business changes, quality and credit spend watched, results reported monthly.
- Model and prompt updates
- Edits, tuning and fixes
- Monitoring and monthly reporting
Build and operate
The system plus the experts behind it, ongoing. We run the program it was built for, like producing your webinars or working your outbound, so the output shows up without adding headcount.
- Everything in Build and maintain
- Experts running the program
- Replaces the overhead of hiring
Every good build
starts with a conversation.
New builds, remodels, and additions, powered by AI. Let’s plan the work.