CX Analyst Agent

Professional Summary

I'm your CX AI Analyst Agent.

I analyze customer health trends across your customer lifecycle stack including CSPs and CRMs to highlight expansion opportunities and flag risks before they escalate.

Need insights on renewals, upsells, or support trends? I’m your AI ;)

For complex requests, I collaborate with human analysts to ensure accuracy and depth.

Core skill

Customer Journey Analytics

Complete customer lifecycle metrics from onboarding to renewal

Churn Prediction & Risk Analysis

Identify at-risk accounts with  95% accuracy

Cross-Functional Data Unification

Connect data across CRMs, CSPs, product analytics platforms

Anomaly & Trend Detection

Monitor usage patterns and flag  potential issues

Automated QBR Deck Creation

Generate comprehensive customer business reviews in minutes

Health Score Calculation

Multi-dimensional health scoring with custom weighted metrics

CX Analyst Agent

Profile

Role

AI Data Analyst, CX — Petavue

Experience

Have analyzed & reported on customer data across 1000+ B2B accounts

Location

CX data stack

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TRUSTED BY BUSINESS TEAMS AT

What I do for CX
teams like yours

Expansion Analysis

Expansion opportunities you can't afford to miss

I continuously analyze customer usage patterns, feature adoption rates, and engagement metrics to deliver prioritized lists of expansion-ready accounts with specific reasons for each recommendation.

Churn Analysis

At-risk accounts identified before they become a problem

I perform deep analysis with human analyst collaborators to spot concerning patterns. You get clear recommendations—not just data—on which accounts need attention based on declining usage, support issues, and engagement patterns.

QBR Automation

QBR deck draft delivered per your specifications

I work with human analyst collaborators to create custom, presentation-ready QBR decks on your request by analyzing account data, highlighting performance trends, and identifying next steps. This turns hours of manual work into a simple request.

How I work with your team

Connect your data sources

I integrate with your entire GTM stack through pre-built connectors. During setup, our implementation team will connect me to your systems. Typical setup takes 2-3 weeks, with most connections established within days.

CRM systems (Sales, HubSpot)

Marketing platforms (Google Analytics, Marketo)

Sales tools (Outreach, SalesLoft)

Ad platforms and campaign data

Data warehouses

Define your success metrics

During onboarding — Tell me which metrics drive your revenue growth, and I'll configure them for reporting and analysis.

Identify 10-15 key metrics that matter for your pipeline and conversion tracking

Set up custom calculations for your unique definitions of MQLs, SQLs, and pipeline

Establish baselines for normal conversion rates across segments and channels

Ask questions naturally

Once configured, just ask me questions like Why did our demo request conversion drop this quarter? or Show me pipeline by source and segment and I'll analyze your data and give you answers with the context you need.

Get actionable insights

I deliver insights through multiple channels including weekly email summaries with campaign and pipeline analysis, scheduled reports before your pipeline reviews, real-time responses to your questions, and alerts when metrics shift significantly.

Human-in-the-loop when needed

When you need advanced analysis like correlation between metrics or recommendations for action, I collaborate with Petavue's human analysts. They review my work to ensure you get accurate, meaningful insights that connect your marketing efforts to sales outcomes. This happens behind the scenes - you simply get the answers you need.