---
title: "Customer Success Account Review"
section: "Agent store — Customer Service — Customer Success"
canonical_url: "https://leverge.ai/agents/customer-service/customer-success/customer-success-review"
category: "Customer Service"
process: "Customer Success"
trigger: "Run on demand"
publisher: "Ailoitte Technologies Private Limited"
---

# Customer Success Account Review

Build the review pack for an account from its support history and usage — what the relationship actually looks like from the customer's side, and which of it is evidence rather than impression.

## At a glance

- Business function: Customer Service
- Process: Customer Success
- Runs: run on demand
- Run cost: 8 credits
- Uses a knowledge base: no

## What it needs

- **Support history** (file upload) — Every ticket, complaint and survey response for this account over the review period.
- **The account** (datasource) — Pick the account under review.
- **Review settings** (form)

## How it works

1. Reading the support history
2. Assessing the relationship
3. Writing the review pack

## What it returns

- **Relationship health** (score)
- **Review pack** (markdown doc)
- **What they have actually been dealing with** (breakdown table)
- **Evidence, not impression** (verification checklist)
- **Risks to raise** (flagged exceptions)

---

Source: https://leverge.ai/agents/customer-service/customer-success/customer-success-review — Leverge