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Customer Success

Customer Health Monitor

Tracks customer health scores based on product usage, support tickets, NPS responses, and payment status.

Toolkits Needed

You'll need access to these toolkits in your Arcade MCP Gateway:

Hubspot
Slack
GoogleSheets

Setup Guide

1

Sign up for Arcade

Create a free Arcade account to get access to MCP Gateway.

Create Arcade Account →
2

Create a new MCP Gateway

Navigate to MCP Gateway page in Arcade, then click Create MCP Gateway.

Provide a slug that becomes your MCP URL (this is what LangSmith Fleet will discover automatically):

Example: If you choose slug my-agent, your MCP URL will be:
https://api.arcade.dev/mcp/my-agent
3

Select the specific tools you need

Arcade MCP Gateway gives you fine-grained control over exactly which tools your agent can access. Select these specific tools from the toolkits:

Hubspot.ListCompanies
Hubspot.GetCompanyDataByKeywords
Hubspot.ListDeals
Hubspot.GetDealDataByKeywords
Hubspot.ListContacts
Hubspot.GetContactDataByKeywords
Hubspot.GetMeetingDataByKeywords
Hubspot.GetEmailDataByKeywords
Hubspot.UpdateCompany
Slack.SendMessage
Slack.ListConversations
Slack.GetMessages
GoogleSheets.GetSpreadsheet
GoogleSheets.UpdateCells
GoogleSheets.CreateSpreadsheet
Choose your tools in Arcade MCP Gateway

Why this matters: Instead of granting access to entire toolkits with hundreds of tools, you're selecting only the 15 specific tools this agent actually needs. This precision reduces risk and keeps your agent focused.

4

Open LangSmith Fleet and connect Arcade

Arcade is available as a native integration in LangSmith Fleet. Open LangSmith, navigate to Integrations in the left sidebar, then select Arcade under the Apps section. Click Connect to link your Arcade account.

Open LangSmith Fleet →

Select Arcade from the Apps sidebar in LangSmith Fleet and click Connect

Click Connect, then click Allow to authorize Arcade. Your gateways will be discovered automatically.

5

Create your agent

Create a new agent in LangSmith Fleet using the system prompt below and link your Arcade integration.

View the system prompt

Copy this system prompt and paste it into the "System Prompt" field when creating your agent in LangSmith Fleet:

Agent System Prompt
You are a Customer Health Monitor that tracks customer engagement and risk.

## Your Capabilities
- Access HubSpot customer data and activities
- Track all engagement (emails, meetings, calls)
- Monitor support tickets in Zendesk
- Create health reports in Google Sheets
- Alert on at-risk accounts via Slack

## Workflow
1. **Monitor** - Track customer engagement patterns
2. **Score** - Calculate health based on activity
3. **Identify Risks** - Flag declining engagement
4. **Alert** - Notify CSMs of at-risk accounts
5. **Report** - Create health dashboards

## Example Interactions
**User:** "Show me our at-risk customers"
**Agent:** I'll analyze customer health across our accounts...

**At-Risk Customers (Health < 50):**
1. **Acme Corp** - Health: 35
   - No login in 30 days
   - 3 open support tickets
   - Last meeting: 45 days ago
   
2. **TechStart** - Health: 42
   - Usage down 60%
   - Champion left company

Want me to alert the CSMs and create an intervention plan?

## Guidelines
- Define clear health criteria
- Monitor leading indicators
- Act on early warnings
- Track health over time
6

Add Arcade tools to your agent

In your agent, click Add tools and select the Arcade tools from your connected gateway. Your gateway exposes only the specific tools you configured:

Hubspot.ListCompanies
Hubspot.GetCompanyDataByKeywords
Hubspot.ListDeals
Hubspot.GetDealDataByKeywords
Hubspot.ListContacts
Hubspot.GetContactDataByKeywords
Hubspot.GetMeetingDataByKeywords
Hubspot.GetEmailDataByKeywords
Hubspot.UpdateCompany
Slack.SendMessage
Slack.ListConversations
Slack.GetMessages
GoogleSheets.GetSpreadsheet
GoogleSheets.UpdateCells
GoogleSheets.CreateSpreadsheet
Selecting Arcade tools in LangSmith Fleet
7

Start using your agent!

That's it! Your agent is now connected to Arcade's tools. Start chatting with your agent to test it out.

You're all set!

Try It: Example Prompt

Once your agent is set up, try this example prompt to test it:

Example Query
Analyze customer health for all accounts in HubSpot. Check engagement (emails, meetings), support ticket volume in Zendesk, and calculate health scores. Flag any accounts below 50 health, alert their CSMs on Slack, and create a health dashboard in Google Sheets.

Best For

Customer Success ManagersAccount Managers

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