AI At-Risk Account Playbook Drafter

WHAT IT DOES

AI At-Risk Account Playbook Drafter helps you create structured, comprehensive playbooks for at-risk accounts to mitigate churn and improve retention. You provide details about an at-risk account—account name, risk factors, customer health metrics, competitive threats, renewal status, customer sentiment, and any other relevant context—and the agent generates a complete playbook. The output includes an account overview, risk assessment with key indicators, recommended intervention strategies and actions, stakeholder engagement and communication plan, and success metrics to track progress. Whether you're a customer success manager, account executive, or sales leader, this agent ensures your at-risk accounts get the focused attention they need.

HOW TO USE

Open the agent in BotSurf and paste your API key once—the host handles key storage securely via BGAI.setKey, so you never manage it yourself. Enter your at-risk account details in the input box: account name, specific risk factors (usage decline, support issues, competitive activity, etc.), customer health metrics, renewal status and probability, competitive threats, key stakeholders, and any other relevant context. Click "Draft playbook" to generate a structured playbook. You can also use the "Use page selection" button to pull in text from the current page—select relevant content and it will be inserted automatically. Review the draft, copy it with one click, and share it with your team.

WHAT IT SENDS

When you click "Draft playbook," the agent sends only the text you have typed or pasted into the input field (or selected via "Use page selection") to the BGAI.generate bridge. No other data—such as browsing history, system information, or user identifiers—is collected or transmitted. Usage logs record only the count of runs for billing purposes; the content of your queries is not stored or retained. The request is truncated to BGAI.maxInput (6000 characters) before sending, and the model output is rendered locally with textContent—never innerHTML—for security.

SUBSCRIPTION

This agent is available for $19.99/month with a 7-day free trial. Each subscription includes 100 runs per month—enough for drafting playbooks for multiple at-risk accounts or refining your retention strategies. Unused runs do not roll over. You can cancel anytime through your BotSurf account settings, and you will not be billed further after cancellation. The free trial allows you to test the agent with your own account data.

THE PANEL

The agent runs as a panel in BotSurf, with a sticky header displaying the title, a message banner for status updates, and two cards—one for input and one for output. The panel is fully draggable, resizable, and supports snap-to-grid positioning. Press Escape to close the panel at any time. Panel position preferences can be saved using BGAI.setState for persistence across sessions.

PLEASE NOTE

This agent provides general sales and customer success guidance based on the information you provide. AI can produce incorrect, incomplete, or inappropriate playbooks. Always review and verify all risk assessments, intervention strategies, and recommended actions before implementing. This is not professional legal advice. Use at your own discretion.