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Prepare a concise risk brief for an at-risk account approaching renewal, so the CSM can intervene with the full picture.
Install with Codex or Claude Copy this prompt, paste it into Codex, Claude, or another assistant, and let it review the skill page and install it for you.
Based on SOC occupation classification
Build complete Agent 365 AI teammates from variable scenarios: real Microsoft 365 Agents SDK hosting, OBO and agentic-user identity, A365 observability, generated skills and typed tools, existing MCP or OpenAPI-derived MCP integrations, workflows, review gates, and manager/fleet control planes.
Re-engage an account whose product usage has dropped or stalled, recovering adoption before it becomes churn risk.
Connect a newly released product enhancement to an account that previously asked for it, turning a release into a credible, welcome update.
Decide what needs the human CSM and how urgently, routing the right items to review and letting routine ones flow at scale.
Draft customer outreach that genuinely sounds like the assigned CSM, using their accepted-message style as the anchor.
| name | renewal-risk-brief |
| description | Prepare a concise risk brief for an at-risk account approaching renewal, so the CSM can intervene with the full picture. |
| when_to_use | Use for risk signals, low health scores, or any account within ~90 days of its renewal date. |
| allowed-tools | ["get_account_context","query_csm_database","search_knowledge_base","get_engagement_history","search_microsoft_365","ask","build_draft","create_review_task","remember"] |
When an account is at risk near renewal, the agent prepares a brief for the CSM (not a customer message). The CSM needs the picture fast — under a minute to read — so they can decide how to intervene.
risk, failed batch jobs, open escalations, sentiment = Frustrated near renewal.