A ranked watch list of customer accounts
The xAI docs show a bot that combines usage, support escalations, renewal dates, and contact activity into a ranked watch list of at-risk and growing accounts, with a suggested next step for each.
Last verified: Oct 17, 2026
The problem
Signs that a customer is about to leave, or is ready to buy more, are spread across several tools and easy to miss.
How the bot does it
From the official docs:
- The xAI docs describe a bot that pulls recent usage, support escalations, renewal timing, and stakeholder activity into one ranked watch list.
- It needs access to your CRM, usage, support, and billing data.
- The docs say it shouldn't contact customers or edit the CRM.
Setup steps
- 1Connect your CRM, support, usage, and billing tools with read access.
- 2Pick how often you want the list, like weekly.
- 3Ask for a ranked list with the evidence and one suggested next step per account.
- 4Tell it: don't contact customers or edit the CRM. Any customer email is Draft, I send.
Example prompt
Combine recent usage, support escalations, renewal timing, and stakeholder activity into a ranked watch list of accounts. For each, show the evidence and one suggested next step. Don't contact customers or edit the CRM. Change nothing.
The result
A ranked list of accounts to look at, with evidence and a next step for each. You decide what to do.
Templates on this page
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