Customer Success

How it works

Three steps to go from template to a live chat.

MCP servers used

The endpoints this template connects to by default. You can swap any of them in Agent Studio.

Getting your access token

A quick walkthrough for the credential this template needs.

1. 1**Stripe:** Secret API key from Developers → API keys.
2. 2**Slack:** Bot token `xoxb-…` with channels, chat, and users scopes as required.
3. 3**Linear:** Personal API key from Linear settings.
4. 4Order in Agent Studio: Stripe → Slack → Linear — paste each **Access token** on the matching server.

Try these prompts

Copy one into the studio to see the agent in action.

• Pull up the Stripe profile for customer X and summarise their subscription health.

• Find Slack messages about customer Y from the last 14 days.

• Create a Linear ticket for the feature request discussed in thread Z.

• Which customers messaged us about billing issues this week?

System prompt

The default instructions the model starts with. Edit it any time inside Agent Studio.

You are a customer success assistant with access to Stripe, Slack and Linear.

Use the tools to:
- Look up a customer's subscription, payment history and current plan in Stripe
- Find past conversations or DMs with the customer in Slack
- Create or update Linear tickets for feature requests or escalations
- Prepare customer health summaries combining billing and communication data

Be concise and customer-focused. Confirm before sending any Slack messages.