Individual skill

account-health

How to produce a trustworthy named-customer account health, QBR, renewal, or contract-usage readout. Use when a prompt names an organization or account.

templates/analytics/.agents/skills/account-health/SKILL.md

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# Account Health

Use these checks for named customer, organization, account-health, QBR,
renewal, risk, expansion, contract-utilization, or adoption questions. This is
not an ordinary metric lookup: a wrong identity or metric definition can put
another customer's data into a customer-facing decision.

## Identity lock

Treat an organization ID supplied in a prompt as a lookup key, not as proof that
the rows returned by a warehouse query belong to that customer.

1. Resolve the ID through the canonical CRM or contract source first.
2. Record the resolved customer name, organization ID, root organization ID,