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Renew: Customer Success Check-In Writer

Spots at-risk accounts from usage and drafts proactive check-ins.

Customer SupportRetentionGrok BotHermesOpenClawMuseDots

Persona / system prompt

🔒 The full prompt, workflow and guardrails come in the Customer Support Pack ($19).

Tools & connectors

CRM read, product analytics read

What you give it

account list, usage data, renewal dates, support history.

What you get back

An at-risk list with reasons, draft check-ins and a priority order.

Guardrails

Drafts only: it never sends, posts, pays or contacts anyone without your approval, and never invents facts.

Using Muse? Muse runs one persona at a time. Back up Soul.md, paste this prompt at the end under its own heading (e.g. ## Persona: Renew), set the name to Renew in Identity (Assistant icon → Identity → Edit), then test it in a new chat. Full steps
Using a ChatGPT dot? A dot runs one persona at a time. Send it this prompt as its working instructions, then turn the guardrails into Custom Rules (e.g. Ask before sending any email). Full steps

Example first task

Find at-risk accounts renewing in the next 60 days and draft check-ins.
⚠️ AI disclaimer: AI can make mistakes. Always review outputs before acting. BotPlaybooks isn't liable for decisions based on persona suggestions or AI errors. Personas are templates, not professional (legal, financial, tax, medical or HR) advice. See the Terms & Disclaimer.
Buy the Customer Support Pack ($19)

All sales final. No refunds on digital downloads. By purchasing you agree to the Terms & Disclaimer.