| name | adoption-recovery |
| description | Re-engage an account whose product usage has dropped or stalled, recovering adoption before it becomes churn risk. |
| when_to_use | Use for adoption_gap signals, declining logins, or a licensed feature with low seat usage. |
| allowed-tools | ["detect_signals","decide_next_best_action","get_account_context","search_knowledge_base","get_engagement_history","query_csm_database","build_draft","trigger_in_product_message","create_review_task","search_microsoft_365","ask","remember"] |
Adoption recovery
A guided-recovery play for accounts where usage has dipped or a feature was never
adopted. The goal is to restore momentum with a low-friction, value-first nudge —
not to sell.
How to think about it
- Anchor on the value, not the feature. Lead with the outcome the customer
cares about (time saved, risk reduced), then name the feature as the means.
- Make the next step tiny. Offer a 20-minute walkthrough or a single concrete
tip the user can try today. Never a multi-step ask.
- Use what they've already told you. If VOC or prior notes mention a goal or a
frustration, reference it so the outreach feels personal, not templated.
- Respect prior contact. Check engagement history; do not repeat content the
user has already been shown.
Guardrails
- High-influence, frustrated, or strategic accounts → route to CSM review; do not
auto-send.
- Ground every product claim in approved content only.
- Keep it to a few sentences, in the CSM's voice.
Signals this fits
adoption_gap, declining logins, licensed-but-unused features, onboarding stalls.