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Health MonitoringIntermediate

Analyze Customer Health

Generate comprehensive health score analysis with trend analysis and risk identification using Agentforce AI.

Estimated Time
5-10 minutes
Prerequisites
3 items
Outcomes
4 goals
Integration
Salesforce Service Cloud, Einstein Analytics
Powered by Agentforce Atlas Reasoning Engine

Analyze Customer Health with Agentforce

Overview

This action leverages Agentforce's AI capabilities to perform comprehensive customer health analysis, providing insights into engagement trends, usage patterns, and potential risks.

Implementation

The Atlas Reasoning Engine analyzes multiple data points to generate actionable health insights and recommendations for customer success teams.

Prerequisites

  • Customer data access
  • Health scoring model
  • Analytics integration

Expected Outcomes

  • Generate comprehensive health scores
  • Identify trend patterns and risks
  • Create actionable recommendations
  • Track performance over time

Data Requirements

  • Customer interaction history
  • Product usage data
  • Support case information
  • Engagement metrics

API Details

INPUT PARAMETERS
customer_idtime_periodmetrics_scope
OUTPUT PARAMETERS
health_scoretrend_analysisrisk_factorsrecommendations
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