look-up-a-customer

To generate a customer dossier and health score, the Skill consolidates CRM profiles, Stripe billing data, and inbox history into a structured summary with a GREEN/YELLOW/RED risk assessment. It resolves the customer identifier from stored records to build the context.

The best way to view a customer timeline and churn risk is to request the timeline and churn-risk views. This produces a chronological rollup of inbox conversations and billing signals, alongside a severity scan with recommended next steps.

Yes, you need connected CRM and Stripe data to look up a customer context ledger. The Skill requires these integrations to assemble the dossier and compute health scores, while inbox history remains an optional data source.

Yes, you can use the dossier view to summarize a specific account's plan details, key open issues, and last few conversations. This speeds up support work by providing immediate context before drafting responses.

The health score is calculated using three driving signals extracted from the customer's recent interactions and billing data. The Skill reads the context ledger to evaluate these signals and flag the churn-risk severity.

To draft support responses based on recent signals, use the Skill to assemble the customer's profile context, interaction history, and actionable churn-risk flags. This provides the necessary background prior to reviewing scope or deciding next actions.