WA
使用案例 / 运营
Watchlist Bot
Ranks accounts by usage, tickets, and renewal risk. Does not touch the CRM.
作者名称、介绍与 Prompt 保留原文。需要入门帮助？ 阅读选 Bot 指南 →
这条用法的故事
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
这是作者提供的参考内容。确认用途后，再交给你的 Agent 使用。
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.