If you run a clinic, an agency, or a subscription service, you lose money quietly — a client stops booking, a renewal slips, and nobody notices until they are gone. A customer health dashboard, built from one prompt by Taskade Genesis, watches every account for you and answers the question that keeps owners up at night: which customers are about to leave? Describe your accounts and warning signs, and Genesis builds a live AI agent that scores customer health, flags the risky ones, and tells you who to call this week.
What's Included
- Health-scoring AI agent: reads each account's recent activity, support tickets, and payment history, then assigns a simple healthy / at-risk / critical score so you see trouble before it costs you.
- The question it answers: ask "who is at risk of leaving?" or "which clients went quiet this month?" and the agent returns a ranked list with the reason for each, drawn from your own records.
- Connected projects as your backbone: customers link to their interactions, invoices, and renewals through connected projects, so the agent reasons over the full picture, not one stray spreadsheet.
- Automations that run on their own: a customer skips a renewal date or logs three tickets in a week → the account is flagged and your team is notified, with no one watching the calendar.
- Seven views on one dataset: a Board for health stages, a Table for account records, a Calendar for renewal dates, and a List for today's at-risk queue.
How To Use
- Open Taskade Genesis and describe your customers, the signals that mean trouble, and what a healthy account looks like.
- Clone the live dashboard above or generate a custom one, then tune the custom AI agent to your scoring rules.
- Connect your billing and support tools so the agent reads real activity.
- Set up automations that flag at-risk accounts and alert your team.
- Open the dashboard each morning and you already know exactly who needs a call today.
Pair it with the AI Customer Retention Strategy Agent and explore more live builds in the Community Gallery.