Weekly Customer Health Check
For customer success teams who want to see churn coming. DuckyHelper pulls your top accounts from Salesforce and their ticket volume and scores from Zendesk, and flags anyone trending the wrong way with a renewal coming up.
“Check our top 20 accounts for ticket trends, scores and renewals in the next 60 days, and draft a list for #customer-success.”
- 01Turn Salesforce and Zendesk into APIs it can callIt watches each site's own requests once and saves them as actions. Kept on your device.
listAccounts(sort, limit)getTicketStats(org, range)
- 02Pull your top 20 accounts and renewal dates
- 03Pull ticket volume and scores per account
- 04Flag spikes, drops and renewals within 60 days
- 05Draft a ranked list for #customer-success
You getSee risk while there's time. A short ranked list with what to do for each account, on a schedule every Monday.
A run, drawn from this page · early access on Mac
It's built to wait for your OK.
It does the work, then stops with the Slack post ready for you. You see exactly what it wrote, then Send, Edit or Deny.
If it hits a sign-in, you sign in yourself. It's built not to type your passwords or card numbers.
SlackSlack postNeeds your OKDo it once. Then let it repeat.
When it's done, it offers to keep doing it: every Monday at 9:00 AM. Each run goes through the API it learned the first time, so it's quick, and it's still built to ask before it sends or pays.
Always-on automations are in early access on Mac.
Before you ask it.
What do I say?
Press fn (Ctrl+Shift+Space on Windows and Linux) and ask out loud, in your own words, like "Check our top 20 accounts for ticket trends, scores and renewals in the next 60 days, and draft a list for #customer-success."
Why is the second time faster?
The first time, it writes small JavaScript tools for Salesforce, Zendesk and Slack and builds an API from each site's own buttons, forms and requests. After that it calls them directly, so the job runs in one go instead of click by click. It costs less and breaks less.
Will it send anything without me?
It's built to ask first before it sends a message or pays for anything, and to wait for your yes. It may not recognize every send or payment, so keep an eye on tasks that involve messages or money. It's built not to type your passwords or card numbers: you sign in yourself, and it picks up from there.
Why not just do it by hand?
The signs are there in tickets and scores, but nobody lines them up with renewal dates until it's too late.
Can it keep doing this on its own?
Yes. When it's done it offers to make it automatic (every Monday at 9:00 AM). Each run goes the same way and is still built to ask before it sends or pays.
Can I use this today?
Doing jobs in your apps is in early access on Mac. Talking to DuckyHelper, and having it see your screen and draw on it, works today on Mac, Windows and Linux.
- Early access
“Triage new Zendesk tickets: set priority and area, route urgent ones to on-call, and tag billing.”
Triage the Support Queue in One Go
See it run - Early access
“Draft a reply to this Zendesk ticket using the customer's HubSpot account and their past tickets.”
Support Reply With the Customer's Full Story
See it run
- Early access
“Find all Zendesk tickets about today's login outage, merge duplicates, and draft one reply for everyone.”
Merge Duplicate Tickets and Reply Once
See it run
Do anything
Ask it a question or hand it a job, in any app.
Doing jobs for you is in early access on Mac. Asking works on Mac, Windows and Linux.