> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer Contact Transition Monitor

> Protects revenue and reduces churn by closing stakeholder gaps quickly, preserving momentum on renewals and expansions with timely, guided follow-up.

<Frame>
  <img src="https://mintcdn.com/cassidy/sYy-vNuqpU0xqerK/images/use-cases/customer-contact-transition-monitor-img-0.png?fit=max&auto=format&n=sYy-vNuqpU0xqerK&q=85&s=a765ab41faffd491486cf8f1129894dd" alt="Customer Contact Transition Monitor" width="1920" height="1080" data-path="images/use-cases/customer-contact-transition-monitor-img-0.png" />
</Frame>

## What does this mean?

Protects revenue and reduces churn by closing stakeholder gaps quickly, preserving momentum on renewals and expansions with timely, guided follow-up.

Watches key contacts on active accounts in your CRM for role or company changes, then alerts the CSM with a summary of account status, renewal dates, open risks, and a recommended plan to secure coverage and onboard the new stakeholder.

## Workflow steps

<Steps>
  <Step title="Monitor contact changes on a schedule">
    The Workflow runs on a scheduled trigger, regularly scanning key contacts on active accounts in your CRM for role or company changes—catching departures, promotions, or moves before they create coverage gaps.
  </Step>

  <Step title="Detect stakeholder movement">
    When a change is identified, Cassidy flags the affected contact and pulls relevant account context from your CRM, including account status, renewal timeline, and any open risks or opportunities.
  </Step>

  <Step title="Generate account summary and action plan">
    Cassidy compiles a summary of the account's current health and drafts a recommended plan to secure coverage—whether that means identifying a new champion, accelerating introductions, or adjusting the renewal strategy.
  </Step>

  <Step title="Alert the CSM">
    The Workflow sends a notification to the assigned CSM via Slack or email with the full context: who changed, what the account looks like now, and specific next steps to onboard the new stakeholder and protect the relationship.
  </Step>

  <Step title="Log activity to CRM">
    All alerts and recommended actions are logged back to the CRM, ensuring full visibility for the broader team and a clear audit trail for account history.
  </Step>
</Steps>

## Related

<CardGroup cols={2}>
  <Card title="Build and configure an Agent" icon="robot" href="/agents/build-and-configure">
    Create a custom Agent with tailored instructions and Knowledge Base access.
  </Card>

  <Card title="Set up your Knowledge Base" icon="book" href="/knowledge-base/setup">
    Add your company documents so Agents can reference them.
  </Card>
</CardGroup>