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AI agent for sales engineers

Renewal Technical Health Check Agent

Find and fix technical risks before renewal so the customer sees value

Risk managementSales
See how it worksGet access
Renewal Technical Health Check Agent: what goes in, what the agent does and what you get

What it does

A customer's renewal is 30 days away and the SE learns they use a third of their licenses, run an old version and have an open ticket from March. The renewal turns into a negotiation. This agent starts 90 days earlier. It reads usage, support tickets and version data, finds adoption gaps and risks, such as unused modules, declining logins or unresolved problems, and drafts a technical review plan with fixes, training and an upgrade path. After the fixes are done it checks the data again to see whether usage rose. The SE approves the plan before it goes to the customer. Edge case: the customer changed teams and the champion left. The agent flags the contact gap.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
ApprovedYes, continueYes, continueNoNo 1 STARTS WHEN 90 days before renewal 2 USES A TOOL Pull usage, ticket and version data for the customer 3 DOES Compare usage with licensed capacity and healthypeers 4 DOES List risks: low adoption, old tickets, unsupportedversion, lost contacts 5 DOES Draft a technical review plan with fixes andtraining 6 YOU APPROVE SE approves the plan before it goes to the customer 7 USES A TOOL Send the plan and schedule the review call 8 DOES Track completion of each action 9 CHECKS THE RESULT Has usage or ticket status improved after theactions? If not: Revise the plan with another action and flag theaccount to the account owner. Back to step 4. 10 CHECKS THE RESULT Is the account healthy 30 days before renewal? If not: Escalate to the account executive with a risksummary. Back to step 5. 11 RESULT Health summary for the renewal discussion
Read the steps as a list
  1. 90 days before renewal
  2. Pull usage, ticket and version data for the customer
  3. Compare usage with licensed capacity and healthy peers
  4. List risks: low adoption, old tickets, unsupported version, lost contacts
  5. Draft a technical review plan with fixes and training
  6. SE approves the plan before it goes to the customerThe agent waits here for your OK.
  7. Send the plan and schedule the review call
  8. Track completion of each action
  9. Has usage or ticket status improved after the actions?If not: Revise the plan with another action and flag the account to the account owner. Back to step 4.
  10. Is the account healthy 30 days before renewal?If not: Escalate to the account executive with a risk summary. Back to step 5.
  11. Health summary for the renewal discussion

How it decides

It compares usage to licensed capacity and to similar healthy customers. A risk is flagged when usage is under 50 percent, a ticket is over 30 days old or the version is out of support.

  • Usage under 50 percent of licensed capacity is a risk
  • A ticket older than 30 days is flagged
  • Unsupported versions need an upgrade path
  • No contact for 90 days is a contact gap

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Start window before renewal (default 90 days)
  • Usage threshold (default 50 percent)
  • Ticket age flag (default 30 days)
  • Peer group for comparison
  • Who receives the health summary

What keeps you in control

It always asks you first

  • SE approves the review plan and any customer-facing message

Hard limits

  • Never offers discounts or contract terms
  • Does not contact customers without approval

It stops when

  • Done: health summary delivered 30 days before renewal
  • Stop: customer signals churn, hand to the account executive

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA customer licenses 500 seats and 190 are active, a 38 percent rate. A reporting module is unused and a ticket has been open 41 days. The agent drafts a plan with training and a fix review. The SE approves it. After 6 weeks, active seats reach 340 and the ticket closes, so the account is flagged healthy.

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