3 Account Management AI Agents, Live in Production.

3 live agents automate account management within customer service. They all run on a schedule. Each one publishes the inputs it needs, the steps it works through and what it hands back.

  • Live

    Account Inactivity Outreach

    Separate accounts that have genuinely gone quiet from ones that only look quiet, then draft a useful reason to make contact rather than a nudge. Every draft is approved individually — nothing is sent.

  • Live

    Password Expiry Notice

    Draft credential-expiry notices that a security-aware customer can safely trust — no links, no urgency, nothing a phishing email could imitate — and check each draft against that bar before approval.

  • Live

    Profile Update Request

    Find the accounts where a service notice would reach nobody today — a bounced address, a contact who has left, one person carrying everything — and draft the request that fixes each one. Nothing is sent.

Writing the security notice so a cautious customer can safely trust it

Two ordinary account-maintenance tasks are done badly almost everywhere. The first is contactability. A service notice is only useful if it reaches someone, and account records decay silently: an address starts bouncing, the named contact leaves, or an entire relationship depends on one person who is on leave when the outage happens. Nobody audits for this, so the gap is discovered at the worst possible time. The second is credential notification, and here the industry has trained its own customers into a bind. Security guidance says never click a link in an unexpected email about your password. Companies then send exactly that email. A cautious customer either ignores a legitimate notice or learns to click, and both outcomes are worse than the notice not existing.

These agents treat both as design problems. Profile Update Request finds the accounts where a service notice would reach nobody today — a bounced address, a departed contact, one person carrying everything — and drafts the request that fixes each, sending nothing. Password Expiry Notice drafts credential-expiry notices that a security-aware customer can safely trust: no links, no urgency, nothing a phishing email could imitate, with each draft checked against that bar before approval. Account Inactivity Outreach separates accounts that have genuinely gone quiet from ones that only look quiet, then drafts a useful reason to make contact rather than a nudge — the distinction being whether the customer gains anything from the message.

What this moves

Accounts a service notice would actually reach
Bounced addresses, contacts who have left and single points of failure are found before an outage makes the gap obvious.
Credential notices indistinguishable from phishing
Expiry notices are written with no links and no urgency, and each draft is checked against that bar — so following your own security advice does not mean ignoring your own email.
Outreach to accounts that were never actually dormant
Genuinely quiet accounts are separated from ones that only look quiet, so contact carries a reason rather than a nudge.

Customer Service

How AI agents handle account management

Drawn from the 3 agents above — what they require, how they run, and what comes back.

What they need

  • Account activity export
  • Outreach settings
  • Credentials expiring
  • Notice settings
  • Contact records
  • What service notices require

What comes back

  • This sweep Metadata grid
  • Batch summary Written summary
  • Too serious for an email Flagged exceptions
  • Drafted outreach — approve each individually Table of results
  • Looked quiet but is not Verification checklist
  • This run Metadata grid
  • The notice Message preview
  • Safe-to-trust check Validation result

How they run

Runs on a schedule
3
Steps per run
4–5
Credits per run
7–8

Where account management fits in customer service

Most tickets are about one customer’s specific order or account. An agent that can read that state actually fixes the problem, instead of replying with a help article the customer already found.

All 39 customer service agents

Next Step

Deploying account management agents

These run as-is against the inputs listed above. Most deployments adapt one — a different source system, a different tolerance, a different approval path. The first call establishes which.

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  • NDA on request
  • Scoping notes sent within 48 hours
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