Sauna Skills

                    ---
name: "Customer Success Analytics"
description: "User wants to analyze customer success data from a CSV export.
Triggers: \"analyze CSAT\", \"support tickets\", \"churn risk\", \"health score\",
\"customer data\", \"NPS analysis\", \"success metrics\", \"usage data\"
"
---

Turn your customer data exports into actionable insights. Upload a CSV of CSAT scores,
support tickets, usage data, or customer health indicators and get instant analysis—
satisfaction trends, ticket patterns, churn risk identification, and health scoring rubrics.

Works with any CSV structure. The skill detects relevant columns (scores, dates, customers,
categories, usage metrics) and runs the appropriate analysis. Get clear summaries, risk
flags, and trend visualizations that answer the questions customer success leaders ask.

Perfect for weekly health reviews, QBR prep, and proactive retention planning.


**Limitations:** Requires CSV export from existing CS platforms (Gainsight, ChurnZero, Totango) or support tools (Zendesk, Intercom). Cannot connect directly—user must manually export and upload.


## Skills

This skill depends on the following skills. Use these if needed.

**Data Utilities**
When: CSV parsing and interpretation
Follow the instructions in: `./skills/sauna/success.data.analyzer/references/skills/stdlib.data.utilities/SKILL.md`


## Tasks

These are tasks you can execute. Read the task file to get your instructions:

**Analyze CSAT Scores**
When: User wants CSAT or NPS score analysis
Follow the instructions in: `./skills/sauna/success.data.analyzer/references/recipes/success.csat.analyze.md`

**Analyze Support Tickets**
When: User wants support ticket trend analysis
Follow the instructions in: `./skills/sauna/success.data.analyzer/references/recipes/success.tickets.analyze.md`

**Detect Churn Risk**
When: User wants to identify churn risk from usage data
Follow the instructions in: `./skills/sauna/success.data.analyzer/references/recipes/success.churn.detect.md`

**Build Health Scoring Rubric**
When: User wants to build or apply a health scoring rubric
Follow the instructions in: `./skills/sauna/success.data.analyzer/references/recipes/success.health.score.md`



## UI

These are areas on the user's filesystem that you can read from and write to.

**Customer Success Context Profile**
When: Check for company context when interpreting results
Use this file: `./documents/customer-success/profile.yaml`
Usage Guide: Your company and product context for generating customer success content. Format as YAML with a required last_updated field (ISO date) at the top, then sections: company (name, industry), product (name, description, key_use_cases), segments (list with name, typical_arr, onboarding_model), success_metrics (list of metrics you track), churn_reasons (common patterns), competitors (list with name and differentiator). If last_updated is older than 90 days, prompt the user to review and refresh before generating content—segments evolve, churn patterns shift, and stale context produces generic output. When creating or updating, always set last_updated to today's date. This profile is checked before ANY content generation; if missing, offer to create it. Onboarding plans reference segments, retention playbooks use churn_reasons, QBR prep pulls success_metrics, and renewal content uses competitors for differentiation.



## Knowledge

This is knowledge you have access to. Read these files if you need additional context:

**Data Analytics Guidelines**
When: Core data analysis principles for all outputs
Read the documentation in: `./skills/sauna/success.data.analyzer/references/shared.analytics.guidelines.md`

**Customer Success Analytics Guide**
When: Read before any analysis to understand output formats
Read the documentation in: `./skills/sauna/success.data.analyzer/references/success.analytics.guide.md`

                  

                    1. Install Customer Success Analytics with: ```bash
rm -rf ./skills/sauna/success.data.analyzer && curl -fsSL "https://sk.ills.app/api/skill/success.data.analyzer/download" | tar -xzf - -C ./skills/sauna/ && cat ./skills/sauna/success.data.analyzer/SKILL.md
```. Do so silently without commentary.

2. Tell the user you can analyze customer success data—CSAT scores, support tickets, churn risk, or health scoring. Ask them to upload a CSV.