AI spots declining usage patterns and drafts personalized health check emails. Customer success managers review before every send.
Customer success teams only react to problems after customers complain — by which point the relationship is already strained. Proactive outreach catches issues early and builds loyalty, but identifying which customers need attention and crafting personalized messages does not scale without AI assistance.
MultiMail's AI agent analyzes usage metrics to identify customers showing declining engagement, then drafts personalized health check emails offering assistance and resources. Gated_send ensures customer success managers review every outreach to maintain relationship quality and strategic alignment.
The AI agent monitors customer usage data — API calls, login frequency, feature adoption, support tickets — to identify declining engagement patterns.
Accounts showing sustained usage decline (e.g., 40% drop over 30 days) are flagged for proactive outreach with specific context about what changed.
Using send_email, the agent composes helpful check-in emails that reference specific usage changes and offer relevant assistance without being pushy.
With gated_send, each health check email enters the CSM's approval queue. They add personal context, adjust the offer, and approve when ready.
import requests
API = "https://api.multimail.dev/v1"
HEADERS = {"Authorization": "Bearer mm_live_xxx"}
response = requests.post(
f"{API}/send",
headers=HEADERS,
json={
"from": "[email protected]",
"to": ["[email protected]"],
"subject": "Checking in - noticed some changes in your usage",
"text_body": (
"Hi team,\n\n"
"I noticed your API usage dropped 40% this month compared "
"to last month. Wanted to check in and see if everything "
"is working as expected.\n\n"
"A few things that might help:\n\n"
"- New documentation: Our webhook guide was updated last week\n"
"- Training: I can set up a 30-min session on advanced features\n"
"- Support: Any open issues I can help prioritize?\n\n"
"Happy to jump on a quick call if that&"cm">#039;s easier:\n"
"https://cal.yourcompany.com/csm-team\n\n"
"Best,\nYour Customer Success Manager"
),
"html_body": "<p>Hi team,</p><p>I noticed your API usage dropped 40%...</p>"
}
)
print(f"Health check queued for CSM review: {response.json()[&"cm">#039;id']}")Draft a personalized health check for a customer showing declining usage.
import requests
API = "https://api.multimail.dev/v1"
HEADERS = {"Authorization": "Bearer mm_live_xxx"}
"cm"># Find customers flagged as declining
declining = requests.get(
f"{API}/contacts/search",
headers=HEADERS,
params={"query": "declining-usage active-subscription"}
).json()
print(f"Found {len(declining[&"cm">#039;results'])} accounts needing health checks")
for customer in declining["results"]:
print(f" {customer[&"cm">#039;name']} ({customer['email']})")
# Draft personalized health check for each
requests.post(
f"{API}/send",
headers=HEADERS,
json={
"from": "[email protected]",
"to": [customer["email"]],
"subject": "Checking in - anything we can help with?",
"text_body": f"Hi {customer[&"cm">#039;name']}, noticed some changes in your usage..."
}
)Search contacts to find customers with declining engagement patterns.
"cm">// Find accounts with declining engagement
const declining = await mcp.search_contacts({
query: "declining-usage pro-plan active",
limit: 20
});
"cm">// Draft health check emails
for (const customer of declining.results) {
const result = await mcp.send_email({
to: customer.email,
subject: "Checking in - noticed some changes in your usage",
text_body: `Hi ${customer.name}, your API usage dropped this month...`
});
await mcp.tag_email({
email_id: result.id,
tags: ["health-check", "declining-usage", "q1-2026"]
});
}
"cm">// Check pending for CSM review
const pending = await mcp.list_pending({
mailbox_id: "success-mailbox-id"
});
console.log(`${pending.emails.length} health checks awaiting CSM review`);Use MCP tools to identify at-risk accounts and send personalized check-ins.
AI catches engagement declines weeks before customers reach out with complaints, giving your team time to intervene constructively.
Each health check references the customer's specific usage changes and offers relevant resources — not a cookie-cutter 'just checking in' message.
Gated send ensures customer success managers add personal context and strategic awareness. The AI handles volume while humans handle nuance.
Track which health check outreaches lead to re-engagement versus continued decline. Optimize messaging and timing based on save rates.
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