Commands

Talk to Customer Success in its Slack channel, or mention it directly in any channel where it has been invited. Every request is plain English; no special syntax is required.

Churn Risk Report

Ask Customer Success which relationships have gone quiet long enough to count as at-risk.

@Alpheous who's at churn risk?

@Alpheous show me at-risk relationships

@Alpheous going dark

The agent posts a list of advisors, wholesaling accounts, and LP relationships whose most recent signal is older than 14 days, sorted from longest-silent to most recent. Each row shows the contact, the relationship owner, the exact days since last contact, and the total signal count for the past 28 days. Relationships with zero signals in that window appear at the top.

Quiet Contact List

Get a list of relationships whose communication has dropped below a normal cadence, before the situation reaches churn-risk territory.

@Alpheous quiet contacts

@Alpheous show me silent relationships

The quiet-contact card uses a shorter cutoff than the churn-risk report (10 days instead of 14). It is the early-intervention view: contacts that have slowed down but are not yet in the danger zone. The card shape matches the churn-risk list.

Book of Business

Get a full health overview of every active relationship under coverage.

@Alpheous book of business

@Alpheous customer health

@Alpheous customer roster

The agent posts a table with one row per relationship. Each row shows the contact, the signal count from the past 28 days, and the days since the most recent signal. Rows are color-coded: green for healthy engagement, yellow for reduced activity, red for little or no recent contact. Use this when you want the full picture at once rather than asking about individual relationships.

Asking About a Specific Relationship

Scope any of the requests above to a single advisor, wholesaling account, or LP by naming them.

@Alpheous what's the health status for the East-region wirehouse rep?

@Alpheous is our top mid-market LP going quiet?

The agent looks up that contact's signals and posts a focused summary card: recent activity, days since last touch, and any flags (churn risk, negative sentiment, expansion signal) that apply.

Action Buttons

When Customer Success posts a card identifying a relationship that needs attention, the card includes a Draft this button. Pressing it asks the Account Assistant (or the Sales Assistant when the next step is a sales-side touch) to prepare a message in the relationship owner's voice. The owner then receives a separate approval card with the draft to review, edit, or discard before anything is sent.

Customer Success itself does not have Approve or Send buttons. Its cards surface the situation; the owning rep and the drafting agent handle the response.