This skill guides an agent through customer success work for products with accounts and renewals: success plans, account health evidence, renewal and expansion signals, quarterly business reviews, handoffs, escalations and closing the loop on customer feedback. It first checks whether the product actually has recurring customer relationships, and declines for one-off transactional products, public services or internal tools. It comes with templates for a success plan, a health and risk record, and escalation and feedback follow-up, plus guidance on privacy and where human judgment is needed. You get account plans and records for your team to review.
Check a customer account's health and prepare a QBRAnthropic's customer-health skill rates a customer account on relationship strength, engagement trend, commercial position, support issues and value delivered, each as green, yellow or red with the evidence behind it. It reads what it can from a CRM, email, calendar, documents and call transcripts, and labels an area not visible, instead of estimating it, when that data is not connected. In QBR mode it adds a meeting kit covering outcomes delivered, adoption, open items, next-phase opportunities and an agenda with attendees. Any CRM field changes are shown as before-and-after suggestions for you to accept.Customer supportAnthropicKnowledge work plugins
Write an escalation brief for a support issueThis skill packages a customer problem for the engineering team, product managers, or company leaders. The brief states the impact, describes the issue, lists what support already tried, gives reproduction steps for bugs, and says what is needed. It fits cases with repeated reports, a churn threat, or a missed SLA.Customer supportEscalationsTickets
Manage reviews and reputation for a small businessThis skill gathers reviews from Google, Yelp, and Facebook along with tickets, disputes, and email, and groups them into themes with customer quotes. It drafts a reply to each review in the owner's voice for approval, flags customers who stopped buying, and suggests win-back offers.Customer supportReviewsSmall Business
Manage Plain support threads and help center articlesThis skill lets an agent work in the Plain support platform through its GraphQL API using a small script. It can read customers, threads and timelines, add internal notes, attach GitHub issues to threads, and write, revise and release help-center articles. It can also draft broadcasts and audiences but never schedules or sends them. It needs curl, jq and an API key set as an environment variable, and notes are internal rather than visible to customers.Customer supportCustomer supportHelp centers
Sort support tickets by category and priority and draft repliesThis skill gives an agent a standard way to handle incoming support tickets, emails or chats, including exports from Zendesk, Intercom or Help Scout. It reads each ticket for the issue, affected product area, severity and impact, then assigns a category, a subcategory and a priority with a brief reason. If asked, it drafts a reply and adds notes for your team on likely cause, logs to gather and teams to involve. It avoids firm promises on timing, hides personal data when copying to public channels, and lists a few likely categories when the ticket is unclear.Customer supportCustomer support
Write the instructions for a customer-support agentMastra's customer-support-agent playbook helps you write the setup for an agent that triages and answers support tickets, email, chat, refund requests and product issues. It gives naming and description patterns, a system prompt template, and rules for when the agent may only draft and when it may send or act. Account access, payments, legal threats, privacy requests and large refunds go to a person unless your tools and policy allow otherwise. The file sits in Mastra's enterprise folder, so it is source-available under the Mastra Enterprise Edition License, not open source, and production use needs an agreement with Mastra.Customer supportsupportagents
Check a customer account's health and prepare a QBR
Write an escalation brief for a support issue
Manage reviews and reputation for a small business
Sort support tickets by category and priority and draft replies