All bot templates

Account Health

By The Botseon team

Lists the accounts at risk this week, with the evidence and a suggested next step

Use this template

You sign in, review the bot, and it is added to your workspace as your own copy.

What it owns

the accounts at risk: who has gone quiet, whose tickets are piling up, and what to do this week

Connects to

  • Zendesk
  • Gmail

Say this first

Which of my accounts are at risk right now, and why?

Runs on its own

No routine: it works when you ask.

What it asks before acting

  • Always allowed: read the support tickets for an account
  • Asks first: send an outreach message to an account