Cross-functionalNew · Customer Success
Account health. Scored, and explained.
Scores every account's renewal risk from usage, support, and billing data — and cites the exact signals behind the score, so a CSM knows what to act on before the renewal conversation, not during it. Built for CS teams managing hundreds of accounts per book.
9 cited signals per account. Built on Sphere AI Foundry.
account_health — account #ACC-33210LIVE
00:00Ingest → account Meridian Logistics, renewal in 45 daysread
00:03Usage check → active-seat usage down 30% QoQflagged
00:05Support check → 2 escalations in 60 daysflagged
00:07Billing check → no overdue invoicespassed
00:08Disposition → At-risk, 2 signalsrouted
review time 7ssignals cited 9/9CSM review required
Organizations around the world trust us
Built on Sphere AI Foundry·Signals cited, not scored blind·21 years, 300+ clients
Manual account review doesn't scale with book size
A single account health check means a CSM pulling usage data from the product analytics tool, support ticket history from the helpdesk, and billing status from the ERP — separately — then judging renewal risk from memory of the last call. At low volume that's manageable. Across a book of 100+ accounts approaching renewal on a rolling basis, it's the reason risk gets caught in the renewal call instead of 90 days before it.
82%
faster account review vs. manual data-pulling
9
signals extracted & cited per account
100%
of risk flags traceable to a usage, support, or billing signal
Signals in, cited score out
Four steps, every one logged and citable back to the source data.
01
Ingest
Reads account signals directly from your systems
Product usage, support ticket history, and billing status — read from your analytics platform, helpdesk, and ERP. No separate upload step.
Source account
ACC-33210 — Meridian Logistics, renewal in 45 days
02
Match against your risk model
Every signal checked against your risk model
Usage trend, escalation frequency, and payment status — each checked against your configured risk thresholds, not a generic health score.
Example query
"Has this account's usage dropped enough to flag renewal risk?"
03
Cite every signal
No risk flag without a citation
Each risk flag links back to the exact usage report, ticket, or invoice it came from — the citation travels with the finding, not as a separate lookup.
Cited finding
Active-seat usage down 30% quarter-over-quarter, with 2 support escalations in the last 60 days.
cited to usage report Q3, ticket #ESC-447104
Classify & route
One disposition, one consolidated signal list
The agent returns Healthy, At-risk, or Critical, with a consolidated signal list routed to the CSM ahead of the renewal conversation.
Disposition
HealthyAt-risk ✓Critical
9 signals, every one cited
What the agent extracts from every account it scores.
Health summary & disposition
Usage trend by seat/feature
Support escalation frequency
Billing & payment status
NPS or survey signal (where available)
Renewal date & contract terms
Prior renewal history
Expansion or downsell signal
Consolidated risk-signal list
CSM action checklist
Typical inputs
What the agent reads, and what it connects to.
Documents
- Usage / analytics export
- Support ticket history
- Billing and payment records
- Contract and renewal terms
Systems
- Product analytics platform
- Helpdesk / support platform
- ERP or billing system
- CRM
Is this the right fit?
Built for a live book of business — not a one-off account.
✓ Works best for
- CS teams managing 100+ accounts approaching renewal on a rolling basis
- Teams standardizing risk scoring against a fixed set of signals
- Leadership wanting every risk flag traceable to source data
Too small for
- A single account a CSM already knows well faster than configuring the score
- Replacing CSM judgment on the renewal conversation itself
- Accounts with no usage or support data to score against
Grounded in the signal, not a black box
Compliance-first, the same standard every Sphere agent is held to.
The agent requires usage, support, and billing data before it will return a disposition, and every score sits ahead of the CSM's renewal conversation — never replacing it. A CSM reviews every At-risk or Critical flag before acting on it.
Risk flags reference the specific usage, support, or billing signal directly — the same audit-trail standard every Sphere agent on the Foundry is held to.
Prerequisites data connected
Usage, support, and billing data must be connected before a disposition is returned.
Human review required
A CSM reviews every At-risk or Critical flag before acting on it — never fully autonomous.
Signal grounding source-cited
Risk flags reference the specific usage, support, or billing signal directly in every score.
Foundation Sphere AI Foundry
Access controls and audit trail configured here carry forward to every other agent you deploy.
Frequently asked
Does the Account Health & Renewal Intelligence Agent replace a CSM?
No. It surfaces and cites the signals behind a risk score — the CSM still owns the renewal relationship and any action taken.
What signals does it score against?
Product usage, support escalations, and billing status out of the box. NPS/survey data and additional signals can be added during onboarding.
How does it integrate with our analytics platform and CRM?
It reads directly from your product analytics platform, helpdesk, ERP, and CRM — no separate upload step required. Integration scope is confirmed during deployment planning.
Is every risk flag traceable to actual data?
Yes. Every risk flag cites the specific usage report, ticket, or invoice it came from — there is no score without a citation back to the source data.
How is this different from a generic health-score dashboard?
It's built specifically to cite the exact signal behind every score, not display a black-box number. It runs on Sphere AI Foundry, so the access controls and audit trail configured here carry forward to other agents you deploy.
Hear from
our clientsHear from our clients
Lee Ebreo
VP of Engineering at Credit Ninja
These things would not have been achievable if we did not build our own in-house system and if we did not partner with Sphere to help us achieve our goals.
Selah Ben-Haim
VP of Engineering at Prominence Advisors
Our experience with Sphere and their team has been and continues to be fantastic. We keep throwing new projects at them, and they keep knocking them out of the park (including the rescue of a project that was previously bungled by another vendor).
Ben Crawford
Senior Product Manager at Enova Financial
I would expect to be delighted. It's been a really positive experience, working with Sphere, and I would expect you to have the same.
Mark Friedgan
CEO at CreditNinja
Sphere consistently prioritizes the needs of their clients, demonstrating both agility and teamwork. As an offshore team, they have been an integral part of our organization and we plan to continue growing with them.
René Pfitzner
Co-Founder at Experify
Sphere provided excellent full-stack development manpower to augment our team and help push our product forward. They are easy to work with, tech-savvy and proactive.
Bruce Burdick
Chief Information Officer at Integra Credit
We've been working with Sphere and its excellent consultants since our founding. I've found that they are true partners in the success of our business.
Jemal Swoboda
CEO at Dabble
The resources and developers that Sphere Software provides are skilled and have the required technical expertise, but more importantly, they have helped us build a culture of excellence within our team.
Arthur Tretyak
Founder and CEO at IntegraCredit
With Sphere, we were able to migrate in half the time it would take to train an additional FTE… and for a fraction of the cost. Our experience with Sphere has been exceptional.
Lee Ebreo
VP of Engineering at Credit Ninja
These things would not have been achievable if we did not build our own in-house system and if we did not partner with Sphere to help us achieve our goals.
Selah Ben-Haim
VP of Engineering at Prominence Advisors
Our experience with Sphere and their team has been and continues to be fantastic. We keep throwing new projects at them, and they keep knocking them out of the park (including the rescue of a project that was previously bungled by another vendor).
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Start here
See it on your own accounts
Bring three real accounts approaching renewal to the demo. We'll show the health score live — signals, citations, and the risk disposition, on your own data.
Looking for a different workflow? Browse the full Agent Catalog.
Talk to a solutions architect
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