sales-churnzero

name	sales-churnzero
description	ChurnZero platform help — Health Scores, Plays & Automation, Journeys, Renewal Forecasting, In-App WalkThroughs, Surveys (NPS/CSAT/CES), AI Agents, REST API (OData v4). Use when health scores aren't predicting churn accurately, plays automation isn't triggering, Salesforce or HubSpot sync is broken, reporting dashboards feel inflexible, in-app WalkThroughs aren't reaching users, renewal forecasting numbers don't match CRM, or the ChurnZero API returns unexpected errors. Do NOT use for general customer success strategy (use /sales-customer-success) or NPS/CSAT survey methodology (use /sales-customer-feedback).
argument-hint	[describe what you need help with in ChurnZero]
license	MIT
version	1.0.0
tags	["sales","customer-success","platform"]
github	https://github.com/churnzero

ChurnZero Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

Ask the user:

1. What area of ChurnZero do you need help with?

   • A) Health Scores — building ChurnScores, weighting factors, debugging scores that miss churn
   • B) Plays & Automation — triggers, conditions, actions, plays not firing
   • C) Journeys — milestone-based customer journeys, progress tracking
   • D) Integrations — Salesforce, HubSpot, Segment, Mixpanel, data not syncing
   • E) REST API — OData v4 queries, filtering, pagination, authentication
   • F) Reporting & Dashboards — building segments, custom views, exporting data
   • G) In-App Communications — WalkThroughs, announcements, tooltips, banners
   • H) Surveys — NPS, CSAT, CES survey setup, response collection
   • I) Renewal Forecasting Hub — renewal predictions, pipeline accuracy
   • J) AI Agents — autonomous CS actions, meeting follow-ups, email generation
   • K) Admin — user roles, SSO, billing, API keys

2. What CRM are you using? (Salesforce, HubSpot, NetSuite, Pipedrive, other, none)

3. Which ChurnZero edition? (Essentials, Growth, Enterprise, unsure)

Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.

Step 2 — Route or answer directly

Problem domain	Route to
Customer success strategy (health score methodology, churn playbooks, expansion)	/sales-customer-success {your question}
NPS/CSAT survey design or response rate optimization	/sales-customer-feedback {your question}
In-app messaging strategy (not ChurnZero-specific)	/sales-in-app-messaging {your question}
Salesforce/HubSpot CRM configuration (not ChurnZero-specific sync)	/sales-integration {your question}
Data enrichment for customer profiles	/sales-enrich {your question}
Comparing ChurnZero vs Vitally vs Gainsight vs Planhat	/sales-customer-success {your question}

When routing, provide the exact command with the user's original question.