AI agent that drafts recovery plans for stalled onboardings

For every onboarding flagged as stalled, this agent reads the full context — milestone history in ClickUp and the conversation in Intercom — and produces a tailored recovery plan plus a ready-to-send re-engagement email, so the CSM acts in seconds instead of reconstructing the account from scratch.

Use it when stalled accounts pile up faster than your team can think through each one. The agent does the diagnosis and drafting; the human keeps judgment and the send button. Best for teams that want quality re-engagement at scale.

1. 1A daily schedule triggers a sweep of stalled onboarding accounts.
2. 2The agent pulls each account's milestone timeline and notes from ClickUp.
3. 3It reads the recent Intercom conversation to gauge sentiment and the last open thread.
4. 4The agent reasons over both to draft a step-by-step recovery plan and a personalized customer email.
5. 5It posts the plan and draft email to the CSM in Slack for review and one-click send.