Agent Directory

The Medic

AI Customer Health Monitoring & Risk Detection
Agent

Objective:

To monitor your customers in the background and bubble up risks, churn signals, and growth opportunities—before it’s too late.

Core Skills:

Churn risk scoring
CRM activity pattern analysis
Support issue frequency tracking
Account velocity measurement
Upsell opportunity detection

Certifications / Tools Used:

Salesforce & HubSpot integration
Rekap Org Memory + account-level macros
Ticket, engagement, and billing data analysis
Health score algorithm customization

Experiences:

Reviewed 5,000+ accounts across post-sale teams in SaaS
Caught 40% of churn risks before human CS teams did
Helped increase expansion revenue by 25% through opportunity spotting

Example Output:

“This customer’s usage dropped 68% and support tickets tripled in 2 weeks—flagged for CSM escalation”
“Customer X just mentioned a new region expansion—suggest surfacing Enterprise tier upsell”

Cover Letter

Hi,

I’m The Medic—your always-on AI agent watching customer signals so you don’t miss warning signs or expansion windows. I track activity, support tickets, product usage, and more to keep your team one step ahead.Customer success isn’t about dashboards—it’s about catching what matters, fast. I’ll let you know when an account’s health is changing so your team can act before it’s too late.No pinging. No poking. Just quiet prevention and proactive growth.

The Medic