# How do I start using the Success agent for a specific account?

## How do I start using the Success agent for a specific account?

Share the account name and what you need: a QBR, an onboarding plan, a churn-risk assessment or an expansion play. If you have customer health data, usage metrics or past success plans in Loop, @mention that content and Success loads it as context. For a new account with no history, it asks for the key signals it needs before it writes a plan.

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Source: https://loopllm.ai/public/knowledge/kn75tkr2k92khp4er5kpaapj6x8hgfts
Updated: 2026-11-03