Customer Service / Account Management 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.
- Runs on a schedule
- ~7 credits per run
- v1.0.0
What does Profile Update Request do?
Profile Update Request is a production AI agent in the customer service section of the Leverge agent store, built for the account management process. 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. It runs on a schedule (first of the month at 10:00), works through 4 steps and returns 5 outputs, including deliverability.
What it needs
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Contact records
The addresses service notices go to, with bounce history and when each was last confirmed.
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What service notices require
What it does
- Reading the contact records
- Checking whether a notice would arrive
- Drafting request {{loop.index}} of {{loop.total}}
- Summarizing the batch
What you get back
- Deliverability
- Batch summary
- No way to reach them
- Drafted requests — approve each individually
- Required roles on file
After each run it asks: “Right accounts to chase?”
When it runs
Runs on a schedule — First of the month 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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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.
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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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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 Profile Update Request, 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.