WA
Use cases / Operations
Watchlist Bot
Ranks accounts by usage, tickets, and renewal risk. Does not touch the CRM.
Author names, descriptions and prompts are preserved as published. Need a starting point? Read the bot selection guide →
The story behind this use case
Official starter recipe from docs.x.ai, not a lived run.
Owns: risk and expansion signals across a customer portfolio.
Connect: CRM, product usage, support, billing, and customer-success notes.
Start with the prompt below. Define risk thresholds in the Bot description so the weekly result stays consistent.
Prompt
This reference prompt was supplied by its author. Review it before giving it to your agent.
Review the accounts in this portfolio. Combine recent usage, support escalations, renewal timing, and stakeholder activity into a ranked watch list. For each account, include the evidence, why it matters, and a suggested next step. Do not contact customers or edit the CRM.