Customer Lookup Agent

What This AI Agent Does

The Customer Lookup Agent pulls together everything your team knows about a customer in one place — account details, subscription plan, open support tickets, recent activity, and health signals — so anyone on your team can get fully up to speed on a customer in seconds, not minutes.

Whether it's before a call, during a support escalation, or for an account review, the agent gives you the full customer picture instantly.

Who This Is For

• Customer success managers — prepare for customer calls with a complete account summary at a glance
• Support agents — understand a customer's full context before responding to a ticket
• Sales teams — review existing customer health and usage before expansion conversations
• Account managers — stay on top of every account without manually checking multiple tools

Key Features

• Account summary — pulls plan, contract value, renewal date, and key contacts from your CRM
• Ticket history — surfaces all open and recently closed support tickets with their status
• Activity feed — shows recent logins, feature usage, and key product events
• Health scoring — flags accounts showing signs of churn risk or expansion opportunity
• One-view summary — consolidates data from CRM, helpdesk, and product into a single brief

Use Cases

• Pre-call prep — get the full customer picture in 10 seconds before jumping on a call
• Support escalations — understand a customer's history and sentiment before handling an escalated ticket
• QBR preparation — pull account health, usage stats, and ticket history for quarterly business reviews
• Expansion identification — surface accounts with high usage or growth signals for proactive upsell outreach