cotera

Vitally Customer Health Monitor

Get a health snapshot for any customer account in seconds. No more clicking through five tabs in Vitally.

Account healthConversation trackingTask monitoringRisk detection

The Challenge

You need to check the health of 50 accounts before your weekly review. For each one, you open Vitally and click through five different tabs: account details, notes, conversations, tasks, and projects. Check when they last engaged, whether there are overdue tasks, if the CSM logged recent notes, and if any risk signals are present. This takes your entire morning, and by the time you are done, you have context on your accounts but no time left to actually help them.

What This Prompt Does

Pull Account Data

Get account details, traits, health score, ARR, and renewal date in one query

Check Conversations

See when the customer last engaged and how frequently they communicate

Review Open Tasks

List all tasks for the account and flag any that are overdue

Flag Risks

Identify accounts needing attention based on stale activity and missing engagement

The Prompt

The Prompt

Task

Generate a comprehensive health snapshot for a customer account. Use @Vitally/List AccountsName it "Vitally/List Accounts" and call it with @Vitally/List Accounts to find the account, @Vitally/Get AccountName it "Vitally/Get Account" and call it with @Vitally/Get Account to pull account details and traits, @Vitally/List NotesName it "Vitally/List Notes" and call it with @Vitally/List Notes to see recent activity, @Vitally/List ConversationsName it "Vitally/List Conversations" and call it with @Vitally/List Conversations to check engagement, and @Vitally/List TasksName it "Vitally/List Tasks" and call it with @Vitally/List Tasks to identify open work items.

Example: "Give me a health check on Acme Corp" or "What's the status of account ID abc-123?"

Input

The user will provide:

  1. Account name or account ID
  2. Optional: Specific time range for activity (defaults to last 30 days)

Context

Health Check Workflow

Steps to follow:

  1. Find the account using @Vitally/List Accounts (search by name) or use the account ID directly
  2. Pull full account details with @Vitally/Get Account including traits like ARRName it "Vitally/Get Account including traits like ARR" and call it with @Vitally/Get Account including traits like ARR, health score, tier, renewal date
  3. Get recent notes using @Vitally/List NotesName it "Vitally/List Notes" and call it with @Vitally/List Notes to see what the CSM has recorded
  4. Pull conversations with @Vitally/List ConversationsName it "Vitally/List Conversations" and call it with @Vitally/List Conversations to check engagement frequency
  5. List open tasks with @Vitally/List TasksName it "Vitally/List Tasks" and call it with @Vitally/List Tasks to see outstanding work items
  6. Analyze all data points to generate a health summary

Risk Signals to Flag

  • Conversation staleness: No conversation in 30+ days
  • Overdue tasks: Any task past its due date
  • Note gaps: No notes logged in 60+ days
  • Declining engagement: Fewer conversations compared to previous period
  • Trait changes: Recent downgrades in tier, health score, or ARR

Health Summary Format

Organize the output into clear sections:

  • Account Overview (name, ID, tier, ARR, health score)
  • Recent Activity Summary (last conversation date, last note date, task count)
  • Risk Flags (list any red flags identified)
  • Recommended Actions (suggested next steps based on health signals)

Output

Health snapshot:

  • Account name, ID, and key traits (tier, ARR, health score, renewal date)
  • Last conversation date and topic
  • Count of open tasks, highlighting any overdue items
  • Most recent notes and their dates
  • Risk level assessment (Healthy / At Risk / Critical) based on engagement signals
  • Specific recommendations for CSM action

Example Usage

Try asking:

  • →"Give me a health check on Acme Corp"
  • →"What is the status of account ID abc-123? Flag any risk signals."
  • →"Check the health of TechStart Inc and tell me when they last engaged"