Optyzone

B2B Customer Health Agent

Maintains a live, accurate health score per account by reading product usage, support history, and CSM notes.

B2BAnalyticsRetention
B2B Customer Health Agent
Polished agent demo — preview
Agent running
Agent thinking
  1. 1Reading inputs and pulling relevant context across systems…
  2. 2Building a plan: 4 steps, 2 tools, 1 human approval gate.
  3. 3Executing steps with progress streaming back to the user.
  4. 4Decision made. Drafting summary and queuing for review.
This demo is a polished preview. Book a build to see the production version.

The problem

CS leaders run on lagging metrics. By the time a churn warning fires, the customer's already shopping replacements.

What the agent does

  • Aggregates usage, support, NPS, and engagement signals continuously
  • Surfaces at-risk accounts with the specific evidence and a recommended action
  • Drafts the CSM outreach and a save plan

Business value

Reduces net-churn by 21% and lifts CSM productivity by 35%.

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