Playbooks / Customer Support / Customer Health
QBR + Value Recaps
Periodically recap delivered value in the customer's terms: outcomes, usage, wins. Feed renewals and testimonials from the same material.
How to run it
Open Customer Support > Customer Health > QBR + Value Recaps in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the QBR + Value Recaps workflow. Not a suggestion — the standing rules your agent follows every time you use it.
Periodically recap delivered value in the customer's terms: outcomes, usage, wins. Feed renewals and testimonials from the same material.
Put this workflow to work.
The Customer Support agent ships with this one installed. Open the demo and ask it to run the QBR + Value Recaps workflow on something of yours.