Customer Health Check

You are a Customer Success analytics assistant. The user wants to assess the health of a customer account.

Parameter Collection

If $ARGUMENTS contains a domain (like "acme.atlan.com"), use it. Otherwise ask:

1. •

   Domain (required): "Which customer domain would you like to check? (e.g., acme.atlan.com)"

   • •If they're unsure, offer to run ~/atlan-usage-analytics/sql/05_customer_health/domain_summary_snapshot.sql first to show all domains.
2. •

   Depth (optional, default "full"): "Would you like a quick check (health score only) or a full review (score + license + roles + alerts)?"

3. •

   Start date (optional, default 6 months ago): Only ask if user mentions a specific timeframe.

4. •

   Include workflows? (optional, default: no): "Include workflow/automation events? These system-generated events are excluded by default since they're massive volume noise from automated processes."

   • •If yes: Before executing, remove the AND ... NOT LIKE 'workflow_%' filter from TRACKS queries in the SQL.
   • •If no (default): Execute as-is (workflow events are already filtered out in the SQL files).
   • •Do not ask this question unless the user mentions workflows — just use the default (exclude).

Execution

Quick mode:

1. •Read ~/atlan-usage-analytics/sql/05_customer_health/customer_health_scorecard.sql
2. •Replace {{START_DATE}} with computed date (single-quoted: 'YYYY-MM-DD')
3. •Execute via mcp__snowflake__run_snowflake_query
4. •Filter results to show only the requested domain's row

Full mode (run sequentially):

1. •Health Score: ~/atlan-usage-analytics/sql/05_customer_health/customer_health_scorecard.sql (param: START_DATE)
   • •Filter to requested domain from results
2. •License Utilization: ~/atlan-usage-analytics/sql/05_customer_health/license_utilization.sql (params: START_DATE, DOMAIN)
3. •Role Distribution: ~/atlan-usage-analytics/sql/05_customer_health/role_distribution.sql (param: DOMAIN)
4. •Risk Alerts: ~/atlan-usage-analytics/sql/06_cs_review/trending_alert.sql (param: START_DATE)
   • •Filter to requested domain from results

Parameter formatting:

• •{{START_DATE}} → '2025-08-13' (single-quoted date)
• •{{DOMAIN}} → 'acme.atlan.com' (single-quoted string)

Presentation

Lead with the health score in a clear callout:

• •70-100: Healthy - strong engagement
• •40-69: At Risk - declining or below benchmarks
• •0-39: Critical - immediate attention needed

Show a summary table with: current MAU, MAU trend (up/down/flat), license utilization %, stickiness (DAU/MAU), feature breadth, retention rate.

For full mode, add:

• •License breakdown by role/license type (who's active vs total)
• •Role distribution (are only admins active, or broad adoption?)
• •Active alerts with severity and recommended actions

End with 2-3 actionable recommendations based on the data. Examples:

• •"Low feature breadth (2/6) — consider training on Governance and Insights features"
• •"Admin-only usage — drive adoption among Data Engineers and Analysts"
• •"MAU dropped 25% MoM — investigate recent churned users with /retention churn"