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Agents Service Plan Optimizing Agent
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Service Plan Optimizing Agent

Recommends tailored service plan adjustments based on evolving customer usage and goals.

About the Agent

Managing customer service plans is complex. Customer Success Managers must review usage patterns, monitor support interactions, and interpret feedback to decide if a plan still fits. These manual reviews often take time, vary across accounts, and lead to reactive decisions.

The Service Plan Optimizing Agent brings structure and speed to this process. It continuously analyzes customer activity, adoption levels, and goals to surface the best plan options. Recommendations are clear, whether it means an upgrade, downgrade, or adjustment for better value.

At the core, the agent uses advanced language models to interpret unstructured signals like support tickets, feedback, and success notes. These insights are then combined with structured data such as usage reports and adoption metrics, creating a complete view of each customer.

With regular optimization, customers remain on plans that grow with their needs. Enterprises see stronger relationships, lower churn, and greater revenue from accounts that are well aligned with the right level of service.

Accuracy
TBD

Speed
TBD

Input Data Set

Sample of data set required for Service Plan Optimizing Agent:

Customer History




Customer: GreenTech Solutions


Current Plan: Business Standard


Customer Segment: Mid-Market


Tenure: 18 months


Renewal Date: December 15, 2025


Usage Data


    

  • Licensed Users: 50
    • 

  • Active Users: 46 (92%)
    • 

  • Feature Adoption:
      

    • Core CRM: 88%
      • 

    • Advanced Analytics: 20%
      • 

    • API Integrations: 72%
      • 

    

    • 

  • Storage Consumption: 920 GB / 1 TB (92%)
    • 



Support & Feedback Signals


    

  • Support Ticket (Aug 10, 2025): "Advanced reports take too long
to generate and miss critical data needed for sales forecasting."
    • 

  • Support Ticket (July 28, 2025): "We're hitting storage limits
and need clarity on upgrade options."
    • 

  • Customer Feedback Survey: NPS Score 6 --- "Product is useful,
but analytics are limited for our needs."
    • 



Success Goals


    

  • Expand sales team by 15 new users over the next year
    • 

  • Gain deeper forecasting insights through advanced analytics
    • 

  • Ensure scalable storage for growing data needs
    • 



Customer Sentiment


Neutral → At risk of dissatisfaction if needs are not addressed before renewal

Deliverable Example

Sample output delivered by the Service Plan Optimizing Agent:

Service Plan Optimization


Customer: GreenTech Solutions

Current Plan: Business Standard

Recommendation Date: August 26, 2025  


Key Insights


    

  • Storage usage is already at 92% and projected to exceed limits with planned team expansion.  
    • 

  • Advanced Analytics features show low adoption but high demand based on repeated support tickets and feedback.  
    • 

  • Customer explicitly stated the need for stronger forecasting capabilities.  
    • 

  • Neutral sentiment (NPS 6) indicates risk of churn if expectations are not met before renewal.  
    • 



Recommended Action


    

  • Upgrade Plan: Move to Business Premium to unlock enhanced analytics, increased storage capacity, and support for additional users.  
    • 

  • User Expansion: Add 15 licenses in line with the customer’s stated growth plans.  
    • 

  • Enablement Support: Provide a training session on advanced analytics to boost adoption and deliver immediate value.  
    • 



Expected Outcomes


    

  • Improved satisfaction by aligning service plan with customer’s business goals.  
    • 

  • Reduced churn risk before renewal.  
    • 

  • Stronger revenue through plan upgrade and license expansion.  
    •

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