The Challenge
Understanding customer health requires checking multiple systems:
- Support tickets ā volume, severity, resolution times
- Product usage ā engagement trends, feature adoption
- Communications ā email tone, meeting sentiment
- Account status ā renewal dates, expansion potential
By the time you spot a problem, it's often too late.
The AI Desk Solution
AI Desk continuously monitors customer signals and delivers a real-time sentiment score with actionable context.
The Workflow
Step 1: Select Customer Account
Input: "What's the sentiment for Acme Corp?"
Connectors Used:
āāā Zendesk (support tickets)
āāā Salesforce (account data)
āāā Product Analytics (usage data)
āāā Gmail/Slack (communications)
āāā Gong (call sentiment)
Step 2: Signal Aggregation
AI Desk analyzes:
- Recent support activity and CSAT scores
- Usage trends compared to baseline
- Communication tone and frequency
- Account status and risk indicators
Step 3: Sentiment Report
Delivers actionable health assessment.
Example Output
š Customer Sentiment: Acme Corp
OVERALL SCORE: 72/100 (Neutral)
Trend: āļø Improving (+5 from last month)
SIGNAL BREAKDOWN
SUPPORT HEALTH: š¢ Good
āāā Open tickets: 1 (low severity)
āāā Tickets this month: 3 (down from 7)
āāā Avg resolution: 4 hours (within SLA)
āāā Recent CSAT: 4.5/5
PRODUCT USAGE: š” Moderate
āāā Daily active users: 245/300 (82%)
āāā Trend: Stable (no change)
āāā Feature adoption: 6/10 core features
āāā Note: Low adoption of new dashboard
COMMUNICATIONS: š¢ Positive
āāā Last contact: 2 days ago
āāā Email sentiment: Positive
āāā Recent call: Upbeat, discussed expansion
āāā Executive engagement: Active
ACCOUNT STATUS: š” Monitor
āāā Renewal: 90 days away
āāā Contract value: $85,000
āāā Expansion opportunity: $25,000 identified
āāā Risk flag: Champion recently promoted
RECOMMENDED ACTIONS
- Schedule feature training for new dashboard
- Confirm new champion after promotion
- Begin renewal conversation in 30 days
- Share Q1 value report with stakeholders
ALERTS SET
⢠Notify if ticket volume spikes
⢠Alert on usage drop >20%
⢠Flag if no contact for 14 days
Human + AI Collaboration
| AI Handles | Human Keeps |
| Signal aggregation | Relationship building |
| Trend analysis | Strategic decisions |
| Alert monitoring | Intervention timing |
| Score calculation | Customer conversations |
Value Proposition
- Time Saved: 45 minutes per account review
- Proactive Insights: Catch issues early
- Data-Driven: Beyond gut feeling
- Reduced Churn: Act before it's too late
Part of the 100 Days 100 Usecases campaign. View all usecases