# 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, product usage metrics, or past success plans in your workspace, @mention those documents and Success will load them as context. For new accounts without documented history, it asks for the key signals it needs before producing a plan.

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Source: https://loopllm.ai/public/knowledge/kn7dde88e0h86e5s73eysadem18fsk2d
Updated: 2026-10-06