Individual skill

apexcloud-retention-ops

Use this skill for ApexCloud Retention Operations tasks that ask for renewal-risk queues, QBR metric packets, receivables and pipeline operations reviews, churn validation, or high-touch retention action boards. Trigger whenever the prompt references ApexCloud customer success, retention operations, support/NPS/billing/A/R reconciliation, churn exports, or structured JSON outputs with controlled enum labels.

experiments/codex_gpt5_5_xhigh/reports/skills/task_group_004/reflect-3/reflect-3_attempt_02/SKILL.md

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# ApexCloud Retention Operations

Use this workflow to build structured JSON answers from the ApexCloud Retention Operations API. The task usually combines CRM accounts, monthly account metrics, support tickets, NPS, billing snapshots, A/R aging, opportunities, HR context, event performance, and churn exports.

## Core Workflow

1. Read the prompt and the answer template before touching data.
2. Copy the required top-level structure, nested field names, enum vocabulary, and output cardinality from the template.
3. Fetch only the endpoint families named or implied by the prompt.
4. Filter locally by account IDs, dates, months, quarter, region, and event IDs from the prompt.
5. Reconcile accounts by `account_id` first, then exact legal name or listed aliases. Avoid fuzzy matching unless the prompt explicitly asks for it.
6. Apply exclusions before counting or scoring: duplicate/spam tickets, retracted NPS, out-of-window opportunities, non-posted billing snapshots, and A/R records from the wrong `as_of` date.
7. Round only at the final output step: currency to 2 decimals, percentages to 1 decimal, integer counts and ranks, churn probabilities to 3 decimals when requested.
8. Return JSON only. Do not include explanatory text, markdown, comments, or trailing notes.
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