AI CUSTOMER SUCCESS COPILOT

SignalPath

AN
Portfolio prototypeHuman-supervised

ACCOUNT PRIORITY · AUGUST 2026

Which account needs attention first?

SignalPath prioritises material negative change, then shows the exact evidence a CSM should verify before acting.

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HIGH-PRIORITY SIGNAL

ACC-102 requires workflow investigation

Drop-off reached 32.0%, increasing 7.0 percentage points month over month on 1,000 started workflows.

DROP-OFF RATE32.0%↑ 7.0 pp vs Jul
SELF-SERVICE48.0%↓ from 55.6%
STARTED WORKFLOWS1,000Signal volume sufficient
DECISION STATUSInvestigateCustomer contact not yet advised
ACCOUNT QUEUE

Adoption signals

Sorted by priority
AccountPrimary signalSelf-serviceDrop-offChangePriority
Demo Health Account B — HarborACC-102Drop-off accelerating48.0%32.0%+7.0 ppHigh
Demo Health Account C — SummitACC-103High staff assistance42.6%13.6%+0.1 ppMedium
Demo Health Account A — CedarACC-101Low self-service40.5%20.0%+0.2 ppMedium