> ## Documentation Index
> Fetch the complete documentation index at: https://v1-docs.adapt.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# AI customer success workflows

> See how customer success teams use Adapt to automate account updates, surface risks, and resolve issues

Adapt helps customer success teams stay on top of customer relationships, track account health, and respond quickly to issues.

## Key Use Cases

### Account Health

Monitor customer health and identify risks.

```
Which customers are at risk of churning?
```

```
Show me customers with declining usage
```

```
What's our overall customer health score?
```

### Support Analysis

Understand customer issues and feedback.

```
What are the most common support issues this week?
```

```
Show me conversations with negative sentiment
```

```
Which customers have contacted support the most?
```

### Customer Research

Get context before customer meetings.

```
Prepare me for my call with [customer] tomorrow
```

```
Summarize my recent interactions with [account]
```

```
What's the history with this customer?
```

## Example Questions

> [accordion] Health & Churn
>
> ```
> What customers haven't logged in for 30 days?
> ```
>
> ```
> Show me accounts with expired credit cards
> ```
>
> ```
> Which customers downgraded recently?
> ```

> [accordion] Support
>
> ```
> How many support tickets this week?
> ```
>
> ```
> What bugs are customers reporting?
> ```
>
> ```
> Find conversations about billing issues
> ```

> [accordion] Account Context
>
> ```
> What's the revenue from this customer?
> ```
>
> ```
> Show me their product usage
> ```
>
> ```
> What have we discussed in Slack about them?
> ```

## Key Integrations

| Integration | Secret Name | What it enables |
| - | - | - |
| **Stripe** | `STRIPE_API_KEY` | Revenue, subscription status |
| **HubSpot** | `HUBSPOT_ACCESS_TOKEN` | Contact info, history |
| **Intercom** | `INTERCOM_ACCESS_TOKEN` | Support conversations |
| **Zendesk** | See [docs](https://v1-docs.adapt.com/docs/integrations/zendesk.md) | Ticket history |
| **Snowflake** | See [docs](https://v1-docs.adapt.com/docs/integrations/snowflake.md) | Product usage data |

## Getting Started

**1. Connect Stripe**

Add `STRIPE_API_KEY` for revenue data

**2. Add support tools**

Connect Intercom or Zendesk for support data

**3. Try health analysis**

Ask about at-risk customers

## Next Steps

> [card] [Intercom Integration](https://v1-docs.adapt.com/docs/integrations/intercom.md)
>
> Connect customer messaging

> [card] [Stripe Integration](https://v1-docs.adapt.com/docs/integrations/stripe.md)
>
> Connect revenue data


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