---
agent_capabilities:
- Ambient Agent
availability: IDEA
description: Ahead of major milestones like QBRs or renewals, the agent compiles a
  digest of customer signals — usage patterns, ticket and sentiment trends, NPS responses,
  and community chatter. It synthesizes these into a concise, ready-to-share summary
  that highlights wins, friction points, and expansion opportunities, saving CSMs
  hours of manual preparation.
name: Draft Quarterly Business Review Resources
purple_chat_link: https://marketplace.moveworks.com/purple-chat?conversation=%7B%22messages%22%3A%5B%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp%3E2+weeks+before+QBR%3C%2Fp%3E%22%7D%2C%7B%22reasoningSteps%22%3A%5B%7B%22richText%22%3A%22Compiling+a+digest+of+customer+signals%22%2C%22status%22%3A%22success%22%2C%22content%22%3A%5B%7B%22apiBlock%22%3A%7B%22title%22%3A%22Fetch+usage+patterns%22%2C%22connectorName%22%3A%22snowflake%22%2C%22code%22%3A%22%2F%2F+API+call+code%22%2C%22language%22%3A%22javascript%22%2C%22caption%22%3A%22%22%2C%22overrideImageUrl%22%3A%22%22%7D%7D%2C%7B%22apiBlock%22%3A%7B%22title%22%3A%22Fetch+recent+support+tickets%22%2C%22connectorName%22%3A%22salesforce%22%2C%22code%22%3A%22%2F%2F+API+call+code%22%2C%22language%22%3A%22javascript%22%2C%22caption%22%3A%22%22%2C%22overrideImageUrl%22%3A%22%22%7D%7D%2C%7B%22apiBlock%22%3A%7B%22title%22%3A%22Fetch+recent+conversations+and+sentiment+on+customer+channels%22%2C%22connectorName%22%3A%22slack%22%2C%22code%22%3A%22%2F%2F+API+call+code%22%2C%22language%22%3A%22javascript%22%2C%22caption%22%3A%22%22%2C%22overrideImageUrl%22%3A%22%22%7D%7D%5D%7D%5D%7D%2C%7B%22reasoningSteps%22%3A%5B%7B%22richText%22%3A%22Synthesizing+wins%2C+friction+points%2C+and+expansion+opportunities.%22%2C%22status%22%3A%22success%22%7D%5D%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EHere%27s+a+summary+of+the+digest+for+%3Cb%3EAcme+Corp+%28ID%3A+12345%29%3C%2Fb%3E+for+their+QBR%3A%3C%2Fp%3E%3Cul+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cli%3E%3Cb%3EWins%3A%3C%2Fb%3E+Achieved+95%25+feature+adoption+for+%27Product+X%27%2C+15%25+increase+in+weekly+active+users%2C+positive+NPS+trend.%3C%2Fli%3E%3Cli%3E%3Cb%3EFriction+Points%3A%3C%2Fb%3E+3+open+high-priority+support+tickets+in+Zendesk+related+to+%27Feature+Y%27+stability.+Decreased+engagement+in+community+forums.%3C%2Fli%3E%3Cli%3E%3Cb%3EExpansion+Opportunities%3A%3C%2Fb%3E+Strong+usage+of+%27Product+X%27+suggests+potential+for+upsell+to+%27Product+Z%27+which+complements+it.+Identified+2+key+stakeholders+in+Slack+expressing+interest+in+new+features+and+services.%3C%2Fli%3E%3C%2Ful%3E%22%7D%2C%7B%22citations%22%3A%5B%7B%22connectorName%22%3A%22google-docs%22%2C%22citationTitle%22%3A%22Acme+Corp+QBR+Digest+-+Q2+2024+%28Full+Report%29%22%7D%5D%7D%5D%7D%5D%2C%22userConfig%22%3A%7B%22userName%22%3A%22Scheduled+Job%22%2C%22initials%22%3A%22U%22%2C%22providedIcon%22%3A%22silhoutte%22%2C%22imageUrl%22%3A%22https%3A%2F%2Fcdn-icons-png.flaticon.com%2F512%2F3652%2F3652191.png%22%7D%7D
solution_tags:
- Customer Success
systems:
- snowflake
- salesforce
- zendesk
- google-drive
- slack
---