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Summarizes B2B account health by analyzing usage patterns, engagement trends, risk signals, and expansion opportunities. Use for customer success reviews, renewal preparation, QBRs, or account prioritization.
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SOC 職業分類に基づく
| name | analyze-account-health |
| description | Summarizes B2B account health by analyzing usage patterns, engagement trends, risk signals, and expansion opportunities. Use for customer success reviews, renewal preparation, QBRs, or account prioritization. |
Deep-dive into a B2B account's product usage to prepare for QBRs, assess renewal risk, identify expansion opportunities, or prioritize CS outreach.
Get the account identifier:
Search for existing work:
Use Amplitude:search to find existing dashboards, charts, or notebooks for this account. If found, ask user if they want fresh analysis or to review existing.
Use Amplitude:query_dataset to run these queries in parallel:
Usage Trend:
_active, Metric: uniques, Group by: account propertyEngagement Quality:
User Momentum:
Classify Health:
Use Amplitude:query_dataset with user-level groupBy:
Power Users:
Churned Users:
License Utilization:
Use Amplitude:query_dataset grouped by events/features:
Feature Breadth:
Feature Trends:
Focus based on health:
Get feedback sources:
Use Amplitude:get_feedback_sources to see what's available.
Get feedback insights:
Use Amplitude:get_feedback_insights filtered by:
bug, painPoint, complaint, request, lovedFeatureGet specific mentions:
For top 3-5 insights, use Amplitude:get_feedback_mentions to get quotes.
Correlate with behavior:
Structure output as follows:
[2-3 sentences: Health score, key trend, primary recommendation]
[One sentence rationale with key metric]
| Metric | Current | Trend | Status |
|---|---|---|---|
| MAU | X | ↑↓→ Y% | 🟢🟡🔴 |
| DAU/MAU | X% | ↑↓→ Y% | 🟢🟡🔴 |
| License Utilization | X% | ↑↓→ | 🟢🟡🔴 |
| Features Adopted | X/Y | ↑↓→ | 🟢🟡🔴 |
High Usage: [Feature] - [X users] (↑Y%) Declining: [Feature] - [X users] (↓Y%) - Investigate Untapped (Upsell): [Premium feature] - Could solve [pain point]
Churn Risks:
Expansion Signals:
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Synthesizes customer feedback into actionable themes including feature requests, bugs, pain points, and praise. Use when planning product roadmap, understanding user sentiment, investigating specific issues, or preparing voice-of-customer reports.
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