Account Manager
Client Success
What It Does
The Account Manager agent tracks the health of every client relationship. It monitors service utilization, identifies churn risks, surfaces upsell opportunities, and ensures you never miss a contract renewal. It is like having a dedicated account manager for every single client in your book of business.
How It Works
📊 Analyze
Identify patterns
Capabilities
- Real-time monitoring — Continuous analysis of your client environments
- Automated response — Takes action without waiting for human approval
- Intelligent escalation — Knows when to involve your team
- Learning system — Improves accuracy based on your environment
- Multi-tenant — Fully isolated per-client contexts
💡 Pro Tip
Check the agent configuration in your dashboard to tune sensitivity, alert thresholds, and auto-remediation settings for each client.
Configuration
Each agent is configurable per-client through the dashboard. You can adjust scan frequency, alert thresholds, auto-remediation rules, and notification preferences.
FAQ
Setup is automatic. Once the connector is deployed, the agent begins working within 60 seconds. No manual configuration required for the default protection profile.
This agent is available on all plans. Starter includes 2 agents, Pro and Ultimate include all 6.
Yes. Auto-remediation is configurable per-client. You can set it to alert-only mode where the agent detects issues but waits for human approval before taking action.