Account health brief
Account context is spread across a product analytics tool, a ticket queue, a CRM and a few channels. This agent assembles it into one brief for any account you name, with each part linked to its source. It answers the question of what is actually going on with this customer, without opening four tools first.
Step by step
Connect the account systems
Product data, support tickets, the CRM record and the channels where the account is discussed.
Match the account across systems
The agent resolves the same customer across systems that name them differently, and shows how it matched them.
Summarise adoption against normal
Usage is described against what normal looks like for a customer on this plan, without inventing a health score you have not defined.
Bring in the support picture
Open tickets, recent escalations and anything unresolved are summarised with links to the originals.
List what you owe them
Commitments made in meetings and emails are pulled out with their current status.
Answer on screen with sources
The brief is shown to the person who asked, every claim linked. Nothing is written back to any system.
Exactly what this agent can see, touch and change
The same five controls sit behind every Askollo agent. These are this one's settings — visible before you build it, not buried in an admin screen afterwards.
Context
What reaches the modelCustomer success managers picking up an account they did not open, and leaders who need the real picture before an escalation call.
Escalation
When it asks a personThis agent changes nothing outside ollo, so it runs without an approval gate. Its output is still cited and reviewable.
Applications & Rights
Which tools it uses, and what it may do in each
ZapierRead only
SlackRead only
Google DriveRead only
GmailRead onlyVerification
How you know it’s rightEvery claim links to the document it came from. A statement the agent cannot cite does not make it into the output — which is what makes the result reviewable in minutes rather than re-read end to end.
Who it’s for
Customer success managers picking up an account they did not open, and leaders who need the real picture before an escalation call.
What you’ll need
- Product, support and CRM systems connected
- An agreed way to match accounts across systems
- A definition of normal usage per plan
- Read-only rights agreed for each source
What you get
- An on-screen account brief with citations
- A list of open commitments to the customer
- A summary of unresolved support issues
What it doesn’t do
It reads and reports; it writes nothing back. If your product data does not distinguish between users at the same customer, neither will the brief, and it names a missing source rather than filling the gap.
We build the first one with you
Not a template you configure alone. We sit with your team, build it on real data, and hand over the controls.
Scope
One session with the people who actually do the work. We agree what the agent reads, what it may write, and who approves.
Co-build
Built on your own data, not a sandbox. You watch it being made, so you know why it behaves the way it does.
Handover
You own the controls. Change the context, tighten the rights, move the approval gate — without coming back to us.
Parts of the work currently spread across the categories below. It does not replace any of those products outright.
Frequently asked
Does it produce a health score?
Only if you have defined one. If you have not, it describes adoption and support in plain language rather than compressing an account into a number you would then have to explain. Several teams use the briefs for a while and define a score from what they learn.
How does it handle a customer with several business units?
It follows whatever hierarchy your systems hold. Where the systems disagree it shows both and flags the mismatch, which is usually a data problem worth fixing rather than one the agent should paper over.
Can it write a summary into our CRM?
This agent writes nowhere, deliberately. If you want the brief attached to the record, we configure that as a separate step with its own approval, so a read-only assistant stays read-only.
Who can ask about which accounts?
Access follows your existing permissions in the connected systems. A customer success manager sees the accounts they can already see. We do not create a new pool of data with different rules.