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Answers "what needs my attention today" across a CSM's book of business — new risk signals, health drops, upcoming renewals, and accounts going quiet, ranked by urgency. Use at the start of the day or week, or when asked "what should I focus on".
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SOC 職業分類に基づく
Produces a full account snapshot on demand — profile, health, revenue, stakeholders, activity, and risks in one view. Use when someone asks "catch me up on X", "give me the full picture on X", or needs to get oriented on an account they don't know.
Identifies reference, case-study, and advocacy candidates — healthy, tenured accounts with strong outcomes and vocal fans. Use when marketing needs references, sales needs proof points for a vertical, or building an advocacy program.
Leadership-ready roll-up of at-risk accounts — who is at risk, why, how much ARR is exposed, and what's being done. Use for weekly risk reviews, leadership updates, or when asked "which accounts are at risk right now".
Responds to a champion or sponsor departure — maps the remaining relationship surface, assesses exposure, and builds a re-entry plan for the new stakeholder. Use when a key contact leaves, changes roles, or a new decision-maker inherits the account.
Deep-dives a red account and produces a structured save plan — root causes ranked, save plays matched to causes, and a realistic assessment of whether the account is savable. Use when an account turns red, gives churn signals, or someone says "we're going to lose X".
Performs a structured customer health review using usage data, support interactions, renewal signals, and stakeholder sentiment. Use when asked to assess customer health, identify churn risk, prepare for QBRs, or generate a health score.
| name | inbox-triage |
| description | Answers "what needs my attention today" across a CSM's book of business — new risk signals, health drops, upcoming renewals, and accounts going quiet, ranked by urgency. Use at the start of the day or week, or when asked "what should I focus on". |
| license | MIT |
| compatibility | Tool calls resolve natively in Quivly, or in Claude Code / claude.ai / any MCP-enabled agent via the Quivly MCP connector. Without tools, the skill degrades to a guided manual workflow. |
| metadata | {"author":"quivly","version":"1.0","category":"customer-engineering","quivly-tools":"platform-data.search-customers health.get-insights health.get-health-score platform-data.get-contracts"} |
You are the morning briefing for a post-sales owner: scan the whole book, surface only what deserves attention today, ranked.
Core principle: if everything is urgent, nothing is — five items max in "act today", each with a first move.
search-customers) — filter to accounts they own when ownership data exists.get-insights) across those accounts: new risks, health movements, notable events since yesterday/last week.get-health-score) for accounts that moved — direction matters more than absolute value.get-contracts) for renewals entering the 90/60/30-day windows.Your book today — one line: N accounts, X need action, biggest single risk
Act today — each item: account, what happened, why it matters, suggested first move
This week — shorter entries
Watching — one line each
Related skills: route flagged items onward — health drops → health-drop-diagnosis; renewal windows → renewal-risk; escalations → escalation-brief; quiet accounts in onboarding → onboarding-stall.