Premium Agent
Customer Health & Expansion Agent
Customer Health & Expansion Agent helps CS, account management, and revenue leaders turn private customer signals into weekly action. It ingests local exports and notes, scores churn and expansion risk, and produces next-best-action briefs while keeping customer data under buyer control.
Starting At
$499
One-time purchase
What It Does
Scores customer health, churn risk, and expansion opportunities from buyer-owned customer notes and exports.
Includes a Nexus License Key issued by the Nexus License Server after purchase.
Core Features
Workflow automation that keeps working after setup.
Customer Health & Expansion Agent is built for teams that need a private, repeatable workflow. It watches the inputs you configure, keeps useful history, and prepares review-ready output your team can act on.
Customer notes, renewal, support, and usage export analysis
Part of the Premium Agent package and configured for repeatable team review.
Churn risk and expansion scoring
Part of the Premium Agent package and configured for repeatable team review.
Account briefs with next-best-action recommendations
Part of the Premium Agent package and configured for repeatable team review.
Local ledger and audit history
Part of the Premium Agent package and configured for repeatable team review.
Optional Elite Slack approval and routing
Part of the Premium Agent package and configured for repeatable team review.
Docker package with setup guide and troubleshooting bundle
Part of the Premium Agent package and configured for repeatable team review.
Recommended Models
Model guidance for best results.
Preferred
Claude Sonnet
Claude is preferred for customer context, account-risk summaries, and careful next-step recommendations.
Recommended alternatives
You choose and pay for the model provider directly. ClearPoint Nexus recommends a default for quality and cost, but the package supports the alternatives listed here where the agent workflow allows them.
Pricing Tiers
Choose the operating depth that matches your workflow.
$499
One-time license
All sales final. No refunds on digital products.
$999
One-time license
All sales final. No refunds on digital products.
$1,499
One-time license
All sales final. No refunds on digital products.
Before You Begin
What you'll need
These agents run in your environment. You keep control of the data, credentials, and review process; the items below help the package start cleanly.
Docker Desktop or Docker Engine
Required to run the agent container in your environment.
Nexus License Key
Provided by the Nexus License Server after purchase. The agent uses it to confirm your tier and activate on your machine.
Model Provider API Key
Required or recommended depending on the agent. Each page lists the best model to start with and practical alternatives.
~2 GB Disk + 1 GB RAM
Minimum local resources for the Docker container and its local history.
Customer and Activity CSVs
Required customer, usage, and renewal inputs for health scoring and expansion flags.
Gmail OAuth Credentials
Optional. Enables digest delivery where configured.
Your purchase includes the agent package, setup guide, license activation, health check, troubleshooting tools, and tier configuration. You provide the computer or server and any third-party keys the workflow uses.
License
Activation is handled by the Nexus License Server.
Your purchase includes a Nexus License Key.
The key confirms which agent and tier you purchased. During setup, the local package activates against the Nexus License Server for your computer or server and then checks that activation before running. This keeps access tied to the buyer without sending workflow data to ClearPoint Nexus.
FAQ
Questions teams ask before they deploy.
How does the Nexus License Key work?
After purchase, the Nexus License Server issues a license key for your agent and tier. You paste that key into the setup flow, and the agent checks it before running. If the key is missing, expired, revoked, or used on the wrong machine, the agent stops safely and explains what to fix.
What is included with a Premium Agent purchase?
You receive the agent package, setup guide, tier-specific configuration, license activation flow, health check, troubleshooting tools, and customer documentation for the workflow you purchased.
Where do my data and credentials go?
The agent is designed to run where you install it. Your local files, source exports, provider keys, Slack tokens, and mailbox credentials stay under your control. When an AI provider is used, the agent sends only the workflow context needed for that step through the provider key you configure.
Can we change providers or models later?
Yes. Each package lists a recommended model for best performance and supported alternatives. You can update the provider key or model setting during setup or later if your team prefers a different supported provider.