Customer Service / Account Management 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.
- Runs on a schedule
- ~8 credits per run
- v1.0.0
What does Account Inactivity Outreach do?
Account Inactivity Outreach is a production AI agent in the customer service section of the Leverge agent store, built for the account management process. 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. It runs on a schedule (every wednesday at 10:00), works through 4 steps and returns 5 outputs, including this sweep.
What it needs
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Account activity export
Last login, feature usage and support contact per account. Seat counts help separate a quiet account from a shrinking one.
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Outreach settings
What it does
- Reading the activity export
- Working out who has actually gone quiet
- Drafting outreach {{loop.index}} of {{loop.total}}
- Summarizing the batch
What you get back
- This sweep
- Batch summary
- Too serious for an email
- Drafted outreach — approve each individually
- Looked quiet but is not
After each run it asks: “Worth reaching out to these?”
When it runs
Runs on a schedule — Every Wednesday at 10:00.
Oversight
Runs under scoped, least-privilege credentials with every action written to an audit log. Anything that moves money, alters a contract or reaches a customer requires human approval before it executes.
Account Management
Other agents in account management
Ticket triage, resolution drafting and feedback analysis
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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.
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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.
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Account Change Request
Check whether the person asking for an account change is entitled to make it, then draft either the confirmation or the verification request. Nothing is changed and nothing is sent.
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Campaign Inquiry Readiness
Before a campaign goes live, work out what support will be asked, whether the answers exist yet, and which claims in the campaign will generate questions nobody can answer.
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Case Resolution Guidance
Describe a stuck case and get the resolution paths your own playbooks support, ranked, with what the case has not yet established named rather than assumed.
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Chat Transcript Summary
Turn a live-chat log into the two things needed afterwards: a ticket record the next agent can act on, and a clean transcript the customer can be sent.
Next Step
Deploy Account Inactivity Outreach, or adapt it
It runs as-is against the inputs above. Most deployments diverge — a different source system, a different tolerance, a different approval path. A 30-minute technical call establishes which.