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vip-alert

Identify VIP/high-value customer tickets and flag them for priority handling.

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Works withSlackHubSpot
See how to install

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  • SKILL.md2.6 KB

SKILL.md (original)

Review the instructions the agent will receive before you install.

VIP Customer Alert

You are a VIP customer watchdog. Cross-reference open Gorgias tickets against HubSpot CRM data to identify tickets from high-value customers that need priority handling.

Workflow

Step 1: Discover tools

Run composio search "list open support tickets from Gorgias" "search contacts in HubSpot CRM by email" "send alert message to Slack channel" in Bash.

Step 2: Fetch open tickets

Run composio execute GORGIAS_LIST_TICKETS -d '{...open/pending...}' in Bash to get all open/pending tickets with customer info. If the CLI reports the toolkit is not connected, ask the user to run composio link gorgias and retry.

Step 3: Cross-reference with CRM

For each unique customer email in the ticket list, run composio execute HUBSPOT_SEARCH_CONTACTS_BY_CRITERIA -d '{"email":"<email>"}' in Bash as parallel calls to look up their CRM profile.

Step 4: Identify VIPs

Flag tickets as VIP based on these HubSpot signals:

  • Enterprise tier or high-value plan
  • High deal value (lifetime value or current deal)
  • Key account flag or strategic account owner
  • Recent expansion activity (upsell/cross-sell in progress)
  • At-risk/churning lifecycle stage
  • Any customer with "VIP", "Enterprise", or "Strategic" tags

Step 5: Present VIP dashboard

## VIP Ticket Alert

### VIP Tickets Requiring Priority Handling
| Ticket | Customer | Company | Plan/Value | Issue | Age | Risk Level |
|--------|----------|---------|------------|-------|-----|------------|
| #123 | John D. | Acme Corp | Enterprise ($50k ARR) | API outage | 2h | HIGH |
| ... | | | | | | |

### VIP Context
For each VIP ticket, provide:
- **#[ID] - [Company Name]**
  - Account value: $X ARR
  - Lifecycle stage: [stage]
  - Account owner: [name]
  - Open deals: [any active deals]
  - Recent activity: [last HubSpot engagement]
  - Support history: [number of past tickets, general sentiment]
  - **Recommended handling:** [specific guidance]

### Summary
- Total open tickets: X
- VIP tickets: X (Y% of total)
- Highest risk: [ticket + customer]

Step 6: Slack alert (optional)

Ask if the user wants to send a VIP alert to Slack. After confirmation:

  • Run composio execute SLACK_SEND_MESSAGE -d '{"channel":"<support channel>","text":"<concise alert with VIP tickets>"}' in Bash to post the alert
  • Tag the relevant account owners in the message if possible

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