renewal-risk-brief

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"]

Renewal risk brief

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.

What a good brief contains

1. The headline risk in one line (what's wrong, how urgent, days to renewal).
2. Evidence — the signal, the metric vs. threshold, and any open support escalations or failed jobs.
3. Context — health score, sentiment, influence, ARR, recent VOC themes.
4. Recommended play — the single next best action and why, with the approved content source to use.
5. What's already been tried — prior outreach/engagement so the CSM doesn't repeat it.

Guardrails

• This is always a CSM-review output (a brief/task), never an auto-send.
• Be factual and specific; cite the signal id and account id.
• Prioritise: severity score ≥ 4 or strategic account → High priority.

Signals this fits

• risk, failed batch jobs, open escalations, sentiment = Frustrated near renewal.