DelegateWorker

Worker configuration

Customer Success Worker

QBRs, onboarding check-ins, account health reviews, and risk surfacing.

Configuration saves to the app API when available. The page uses workspace context first, then the onboarding draft, then the seeded dev customer fallback.

Dev / advanced workspace
Create session with this worker

Success Output Fields

QBR/onboarding flowAccount health questionsRisk signalsExpansion signalsSupport/escalation ruleshealth summaryissues surfacedchurn riskexpansion signalsaction itemsfollow-up email draft