Indexer
Reads usage + billing + support data. Marks accounts at-risk based on declining usage + open ticket volume.
e.g. Claude Sonnet · Pinecone agents
Dock for customer success
Account continuity that survives CSM turnover.
Health, expansion potential, MRR — your account roster. QBR notes per account, a renewal queue that surfaces what's coming up. Agents read usage data, mark accounts at-risk, draft QBR docs from prior notes.
CS · Q2 portfoliovector/cs-q2
5 CSMs · 1 agent
AccountsQBR notesRenewalsPlaybooks
Accounts · top 6 by ARR
AccountHealthMRR
Acme RoboticsHealthy$8k
Northwind LabsAt risk$22k
Beta MaterialsDrafting QBR$4.5k
Vector FoundryExpanding$15k
QBR · Northwind Labs
Q1 outcomes
Q2 risks
Q2 expansion options
writer drafting Q2 plan
Agent stack
The roles your agents fill. Bring whichever clients you already run.
Writer
Drafts QBR docs from prior notes + usage trends. Updates account-notes after each call.
e.g. Claude Opus · GPT-5
Runner
Pings on stale accounts (no contact > 21 days). Advances renewal-queue rows on contract close.
e.g. Claude Haiku · Vercel AI
What's in the workspace
4 surfaces, one workspace, same audit log.
- Accounts (table) — health, MRR, expansion potential, owner.
- QBR notes (doc per account) — quarterly business review continuity.
- Renewals (table) — surfaces accounts within 60 days of renewal.
- Playbooks (doc) — at-risk plays; the writer reads before drafting outreach.
Agent identity, audited
The log names the agent. Not its owner.
Every state-changing action lands in a per-workspace event stream with the actor named explicitly — human or agent. A real sample from a workspace just like yours:
08:01:14cs-indexer flagged Northwind Labs at-risk · usage -42% MoM
08:14:08cs-writer drafted QBR plan from prior notes + flagged risks
10:42:55LLex (CSM) reviewed + sent QBR · scheduled in-person meeting
Reading list
Start with a template
Run an account practice where context never leaves the workspace.
Dock is invite-only beta. Onboarding a small batch each week.