Keep customer support ops focused on idle accounts

Customer support ops see idle users marked in spreadsheets go unnoticed, causing at-risk accounts to be overlooked. This flags 'No Recent Usage' on the user record so agents prioritize outreach quickly.

Overview

Customer support ops risk overlooking idle accounts that can churn when usage drops go unseen. This workflow marks those users as 'No Recent Usage' and notifies agents so outreach is prioritized and overlooked accounts are eliminated. The result is faster identification of at‑risk users and consistent follow-up by support.

Notable Features

Flag user records as No Recent Usage
Notify support agents about at-risk users
Create follow-up tasks for agents