Get account risk alerts
Get flagged when an account's Risk Score crosses your threshold, with the signals behind it.
Ways to get this done with Avoma
Pick the approach that fits how your team works. You can start with one and add another later.
How this works
Shown for:
- 1Trigger
When the configured risk alert condition is met
- 2Context
Avoma Revenue Intelligence reads Risk Score, alert threshold, notification recipients, and delivery channels
- 3Reason
Check the Risk Score and the signals behind it against your threshold
- 4Act
Flag the at-risk account with the Risk Score, signals and a suggested next step
- 5Human judgment
CS manager decides whether and how to step in
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Native feature
Configure risk alerts to notify team members through Slack, email, or Microsoft Teams when a supported Risk Score meets a defined threshold, so they can investigate and respond.
How this works
Shown for:
- 1Trigger
You run the RevOps Intelligence skill in Claude
- 2Context
The RevOps Intelligence skill reads Avoma meetings and scorecards through the Avoma agentic platform, plus your CRM (HubSpot or Salesforce) and Gmail
- 3Reason
Check the Risk Score and the signals behind it against your threshold
- 4Act
Flag the at-risk account with the Risk Score, signals and a suggested next step, returned in Claude
- 5Human judgment
CS manager decides whether and how to step in
Skill
Use the RevOps Intelligence skill in Claude to flag the account with the Risk Score, the signals behind it and a suggested next step, with recommended next steps.
How this works
Shown for:
- 1Trigger
A risk signal appears in a customer conversation
- 2Context
An Avoma agent (Avoma agentic platform) watches customer calls and emails, risk score, CRM account and renewal data
- 3Reason
Check the Risk Score and the signals behind it against your threshold
- 4Act
Flag the at-risk account with the Risk Score, signals and a suggested next step, each time it's warranted
- 5Human judgment
CS manager decides whether and how to step in
Agent
Identify at-risk accounts. The agent reviews account Risk Scores and underlying conversation and engagement signals, explains potential concerns, and recommends next steps for review.
What good looks like
Risk alerts help when they reach the right person fast.
Set the threshold with your CS team
Too many alerts get muted.
Send alerts where the team works
Slack or Teams alerts get seen faster than a dashboard.
Read the signals before acting
The score says where to look, and the calls say why.
Customer stories
What teams say
Avoma lets us identify opportunities for upselling as well as understand churn risks early to avoid danger for our business.
Helping us proactively address client churn risk and identify opportunities for growth. The tool helps us identify and act on the queues much more quickly.
It helps managers identify opportunities and churn risks by looking at a single report instead of having to sit in on additional meetings.
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