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analizar-salud-cuenta

Resume la salud de cuentas B2B analizando patrones de uso, tendencias de participación, señales de riesgo y oportunidades de expansión. Útil para revisiones de éxito del cliente, preparación de renovaciones, QBRs o priorización de cuentas.

¿Qué es analizar-salud-cuenta?

Esta habilidad permite a un agente de IA (como Claude Code, Cursor o Codex) realizar un análisis profundo de la salud de una cuenta B2B utilizando datos de producto. Está diseñada para preparar QBRs (Quarterly Business Reviews), evaluar riesgos de renovación, identificar oportunidades de expansión y priorizar las actividades del equipo de Customer Success (CS). El agente primero identifica la cuenta y busca análisis existentes; luego ejecuta en paralelo consultas para obtener una triage rápida de salud (tendencias de uso, calidad de engagement, momentum de usuarios) clasificando la cuenta como Saludable, En Riesgo o Crítica. Tras eso, profundiza en análisis a nivel de usuario (usuarios potentes, perdidos, utilización de licencias), uso de funcionalidades y retroalimentación de los usuarios (bugs, quejas, solicitudes). Finalmente, el agente genera un informe estructurado con métricas, factores de riesgo, señales positivas, inteligencia de usuarios, recomendaciones tácticas y estratégicas. La habilidad se apoya en las herramientas `Amplitude:query_dataset`, `Amplitude:search`, `Amplitude:get_feedback_sources`, `Amplitude:get_feedback_insights` y `Amplitude:get_feedback_mentions`, y sigue las mejores prácticas de conexión entre feedback y comportamiento, nombramiento de usuarios concretos, y recomendaciones accionables.

Compatible con~Claude Code~Codex CLI~Cursor
Part ofDesign & UI
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Documentación

Analizar Salud de Cuenta

Análisis profundo del uso de producto de una cuenta B2B para preparar QBRs, evaluar riesgo de renovación, identificar oportunidades de expansión o priorizar la interacción de CS.

Instrucciones

Paso 0: Identificar Cuenta y Descubrir Contexto

Obtener el identificador de la cuenta:

  • Nombre de la empresa, ID de organización, ID de cuenta o valor de propiedad de grupo
  • Preguntar al usuario si no se proporciona

Buscar trabajo existente: Usar Amplitude:search para encontrar dashboards, gráficos o notebooks existentes para esta cuenta. Si se encuentran, preguntar al usuario si desea un análisis nuevo o revisar lo existente.

Paso 1: Triage Rápido de Salud

Usar Amplitude:query_dataset para ejecutar estas consultas en paralelo:

Tendencia de Uso:

  • Evento: _active, Métrica: uniques, Agrupar por: propiedad de cuenta
  • Tiempo: Últimos 60 días, intervalo diario
  • Muestra: ¿La actividad está aumentando o disminuyendo?

Calidad de Engagement:

  • Calcular DAU y MAU de la cuenta
  • Obtener ratio DAU/MAU (stickiness)
  • Muestra: ¿Qué tan comprometidos están los usuarios activos?

Momentum de Usuarios:

  • Conteo de usuarios activos semana a semana
  • Muestra: ¿El equipo crece o se reduce?

Clasificar Salud:

  • Saludable: MAU creciendo, DAU/MAU >40%, WoW positivo
  • En Riesgo: MAU plano/decreciente, DAU/MAU 20-40%, WoW negativo
  • Crítica: Declive pronunciado, DAU/MAU <20%, WoW negativo sostenido

Paso 2: Análisis a Nivel de Usuario

Usar Amplitude:query_dataset con groupBy a nivel de usuario:

Usuarios Potentes (Champions):

  • Top 3-5 usuarios por volumen de eventos (campeones a aprovechar)

Usuarios Perdidos:

  • Usuarios activos en periodo anterior pero no en el actual (riesgos de retención)

Utilización de Licencias:

  • Usuarios activos en los últimos 30 días vs total de asientos

Paso 3: Análisis de Uso de Funcionalidades

Usar Amplitude:query_dataset agrupando por eventos/funcionalidades:

Amplitud de Funcionalidades:

  • ¿Qué funcionalidades principales se están usando? (preguntar al usuario 5-10 funcionalidades clave)
  • Tasa de adopción por funcionalidad

Tendencias de Funcionalidades:

  • Uso en los últimos 90 días por funcionalidad
  • Identificar funcionalidades en crecimiento vs en declive

Enfoque según la salud:

  • Si está En Riesgo/Crítica: Encontrar funcionalidades abandonadas (usadas hace 60-90 días, no en los últimos 30)
  • Si está Saludable: Encontrar oportunidades de expansión (funcionalidades premium aún no probadas)

Paso 4: Análisis de Retroalimentación de la Cuenta

Obtener fuentes de retroalimentación: Usar Amplitude:get_feedback_sources para ver qué está disponible.

Obtener insights de retroalimentación: Usar Amplitude:get_feedback_insights filtrado por:

  • ampId de cada usuario en la cuenta
  • dateStart/dateEnd: Últimos 90 días
  • types: bug, painPoint, complaint, request, lovedFeature

Obtener menciones específicas: Para los 3-5 insights principales, usar Amplitude:get_feedback_mentions para obtener citas.

Correlacionar con comportamiento:

  • ¿Queja sobre la funcionalidad X? Consultar su uso de la funcionalidad X
  • ¿Solicitud de la funcionalidad Y? Verificar si han alcanzado límites que Y solucionaría
  • ¿Elogio de la funcionalidad Z? Validar si son usuarios intensivos de Z

Paso 5: Presentar Informe de Salud de Cuenta

Estructurar la salida de la siguiente manera:

Informe de Salud de Cuenta: [Nombre de la Cuenta]

Resumen Ejecutivo

[2-3 oraciones: Puntaje de salud, tendencia clave, recomendación principal]

Puntaje de Salud: [🟢 Saludable | 🟡 En Riesgo | 🔴 Crítica]

[Una oración explicativa con métrica clave]

Métricas Clave

MétricaActualTendenciaEstado
MAUX↑↓→ Y%🟢🟡🔴
DAU/MAUX%↑↓→ Y%🟢🟡🔴
Utilización de LicenciasX%↑↓→🟢🟡🔴
Funcionalidades AdoptadasX/Y↑↓→🟢🟡🔴

🚨 Factores de Riesgo (si los hay)

  1. [Problema] - [Impacto]
    • Datos de uso: [métrica/tendencia]
    • Retroalimentación del cliente: [tema con X menciones] - [cita representativa]

✅ Señales Positivas

  1. [Lo que funciona] - [Evidencia de uso + retroalimentación]

👥 Inteligencia de Usuarios

Campeones (Aprovechar)

  • [ID/Nombre de Usuario]: [Resumen de actividad] - Acción: [Recomendación específica de CS]

En Riesgo (Contactar)

  • [ID/Nombre de Usuario]: [Fecha de última actividad / patrón de declive] - Acción: [Recomendación de check-in]

Inactivo (>30 días)

  • [N] usuarios ([X]% de las licencias)

💡 Principales Puntos de Dolor y Solicitudes

Puntos de Dolor

  1. [Tema] (X menciones)
    • [Descripción concisa]
    • Evidencia: [Datos de comportamiento] + "[Cita]" - [Fuente, Fecha]
    • Acción: [Qué hacer]

Solicitudes de Funcionalidades

  1. [Tema] (X menciones)
    • [Lo que quieren]
    • Evidencia: "[Cita]" - [Fuente, Fecha]
    • Estado en roadmap: [En roadmap/No planificado/En evaluación]

Lo Que Aman ❤️

  1. [Funcionalidad]: "[Cita]"

📊 Adopción de Funcionalidades

Alto Uso: [Funcionalidad] - [X usuarios] (↑Y%) En Declive: [Funcionalidad] - [X usuarios] (↓Y%) - Investigar Sin Explotar (Upsell): [Funcionalidad premium] - Podría solucionar [punto de dolor]

🎯 Recomendaciones

🔥 Esta Semana

  1. [Acción específica con nombre de usuario/contacto]

📅 Este Mes

  1. [Acción estratégica con contexto]

💰 Oportunidades de Expansión

  1. [Señal de upsell con evidencia]

📎 Detalles

  • Fecha de Análisis: [Fecha]
  • Periodo: [Últimos X días]
  • Confianza: [Alta/Media/Baja según volumen de datos]

Mejores Prácticas

  • Siempre nombrar usuarios - CS necesita a quién contactar, no agregados
  • Conectar retroalimentación con comportamiento - Validar quejas con datos de uso
  • Ser específico en recomendaciones - "Llamar a Sarah sobre la funcionalidad X" no "mejorar engagement"
  • Mostrar tendencias, no instantáneas - La dirección importa más que el punto en el tiempo
  • Señalar brechas de datos - Notar bajo volumen, propiedades faltantes o datos incompletos
  • Priorizar por impacto - Enfocarse en problemas que afectan a múltiples usuarios o campeones

Patrones Comunes

Riesgos de Churn:

  • Campeón se ha ido + uso general en declive
  • Múltiples quejas sobre el mismo problema + evidencia conductual de fricción
  • Utilización de licencias en declive + retroalimentación negativa

Señales de Expansión:

  • Alcanzando límites del plan (usuarios, API, almacenamiento)
  • Solicitudes de funcionalidades premium + alto engagement
  • Nuevos usuarios siendo añadidos + retroalimentación positiva

Individual skills in this repo

This repo contains 20 individual skills — each has its own dedicated page.

amplitude/builder-skills

Deeply analyze Amplitude dashboards by analyzing key charts, surfacing top areas for concern and takeaways, identify anomalies, then explain changes using customer feedback trends.

amplitude/builder-skills

Designs A/B tests with proper metrics and variants, analyzes running or completed experiments, and interprets results with statistical rigor. Use when setting up experiments, checking experiment status, analyzing results, or making ship decisions.

amplitude/builder-skills

Synthesizes customer feedback into actionable themes including feature requests, bugs, pain points, and praise. Use when planning product roadmap, understanding user sentiment, investigating specific issues, or preparing voice-of-customer reports.

amplitude/builder-skills

Analyze MCP server usage instrumented with Amplitude's MCP Analytics SDK: break usage and errors down by tool, read the rationales within each tool to see what callers are trying to do, and produce a prioritized write-up of actionable fixes. Use this skill whenever the user asks to understand how their MCP server is being used, what agents/users are trying to do with it, why tool calls are failing, what to fix or improve in their MCP server, or asks for an "MCP usage report", "tool error analysis", "intent analysis", "rationale clustering", or "MCP insights". Also trigger when the user mentions [MCP]-prefixed events, tool rationale, tool call errors, or just finished instrumenting their MCP server and wants to see what the data says. Requires the Amplitude MCP connector.

amplitude/builder-skills

Read lost deals and churned accounts from your CRM, extract reasons clustered by theme (missing features, pricing, competitors, UX), and write a prioritized weekly analysis with product improvement recommendations. Use before roadmap planning or to build the case for prioritizing retention work.

amplitude/builder-skills

Creates Amplitude charts from natural language descriptions, handling event selection, filters, groupings, and visualization choices. Use when you know what you want to measure but prefer not to build the chart manually.

amplitude/builder-skills

Guide an Amplitude user through building a custom agent by suggesting use cases grounded in their role and data, shaping the idea into a well-formed spec, and generating a ready-to-run Global Agent deeplink that creates it. Use to create, build, or set up a custom agent, automate a recurring analysis, or put a repeated report on a schedule.

amplitude/builder-skills

Builds comprehensive Amplitude dashboards from requirements or goals, organizing charts into logical sections with appropriate layouts. Use when creating a complete dashboard from scratch or assembling existing charts into a cohesive view.

amplitude/builder-skills

Monitors all active and recently completed experiments across Amplitude projects, triages them by importance, then runs deep analysis and reporting on the most impactful ones. Use when the user asks to "check on experiments", "experiment status", "experiment review", "what experiments are running", or wants a periodic experiment health report.

amplitude/builder-skills

Pull Intercom tickets and Slack support messages from the past 7 days, classify each signal, enrich with CRM data (ARR, plan, renewal), score by customer value and churn risk, and output a tiered priority report saved to Drive. Use when you need a fast, data-driven view of what support signals matter most.

amplitude/builder-skills

Use this skill whenever a user wants to improve existing pages on their website to get cited more by AI models — whether they say "our pages aren't getting cited", "improve this page for AI visibility", "which of our pages should we update", "make this article more cite-worthy", "our competitors are getting cited instead of us", "update our content for AI search", or any variation where the goal is improving an existing asset rather than creating something new. This skill pulls owned pages from AI Visibility, identifies which ones have citation potential but are underperforming, compares them against the external pages that are winning citations on the same topics, and produces section-level rewrites or a full-page update — then pushes the revision to the CMS as a draft. Trigger even if the user just says "help me get cited more" or "why is [competitor] getting cited instead of us".

amplitude/builder-skills

Use this skill whenever a user wants to win AI citations on prompts that competitors currently dominate — whether they say "competitors are getting cited instead of us", "we're losing on these prompts", "how do I outrank [competitor] in AI answers", "find prompts where we should be winning", "create content to beat [competitor]", or any variation where the goal is capturing AI share on prompts a competitor currently owns. This skill pulls competitor visibility data from AI Visibility, identifies the specific prompts where competitors win and Amplitude is absent, clusters them by intent, and produces targeted comparison pages, alternatives content, or rebuttal assets — then pushes drafts to CMS. Trigger on any mention of competitor, prompt hijack, outrank, or "why is [competitor] getting cited instead of us".

amplitude/builder-skills

Use this skill whenever a user wants to turn AI Visibility data into published content — whether they say "find content gaps", "what should we write about", "which topics have low visibility", "help me get cited by AI models", "create a blog post from our AI Visibility gaps", "we're losing to competitors on these prompts", or any variation where they want to go from AI visibility weakness to a draft article, landing page, or FAQ. This skill connects directly to Amplitude AI Visibility data (topics, prompts, visibility scores, citations, competitor data, full LLM responses and sources) and produces a publish-ready content brief plus full article draft. If the user mentions CMS (WordPress, Webflow, Contentful, Sanity, HubSpot, Ghost, Shopify), also trigger this skill to push the draft directly. Trigger even if they just say something vague like "what content should we create?" in an AI Visibility context.

amplitude/builder-skills

Use this skill whenever a user wants to test content variants before publishing to find which one will get cited most by AI models — whether they say "which version of this content will perform better", "test this article before we publish", "simulate how AI will respond to this content", "which angle should we use", "generate content variants and pick the winner", "run a simulation before publishing", or any variation where the goal is data-driven content selection rather than gut-feel publishing. This skill takes an identified content opportunity, generates 2–3 distinct variants with different angles or structures, scores them against actual AI model responses from AI Visibility, references the Simulate Changes feature for pre-publish validation, and produces a clear recommendation on which variant to publish — then pushes the winner to CMS. Trigger on any mention of "simulate", "test variants", "which performs better", "A/B content", or "before we publish".

amplitude/builder-skills

Use this skill whenever a user wants to understand which external sources are being cited by AI models on topics relevant to their brand, and wants to create content that will outrank those sources — whether they say "what sources are AI models citing", "why is [third-party site] being cited instead of us", "we want to be the definitive source on X", "build something that gets cited more than G2 or TechRadar", "create an authoritative asset", or any variation where the goal is producing a new reference asset (definition page, benchmark, methodology, glossary, comparison hub) designed to beat existing top-cited sources. This skill analyzes AI Visibility source data, reverse-engineers what makes top-cited pages authoritative, and produces a superior source asset — then pushes it to CMS as a draft. Trigger on any mention of "sources", "third-party citations", "authoritative content", "definitional pages", or "outrank".

amplitude/builder-skills

Instrument a Node/TypeScript MCP server with Amplitude's @amplitude/mcp-analytics SDK so tool calls, sessions, and rationale are tracked as Amplitude events. Use this skill whenever the user wants to add Amplitude analytics to their MCP server, mentions "MCP Analytics", "@amplitude/mcp-analytics", "instrument my MCP server", "track MCP tool calls", "add rationale to my MCP tools", or wants agent traffic (Claude, Cursor, ChatGPT) attributed back to Amplitude. Also use for adding UTM tagging to MCP-returned links, or for troubleshooting identity/user_id mismatches between MCP events and web/mobile Amplitude data.

amplitude/builder-skills

Instruments a pull request with Amplitude analytics that conform to the project's existing taxonomy. Reads the tracking plan via the Amplitude MCP server (events, properties, naming conventions), analyzes the PR diff to find the few user actions genuinely worth tracking, detects the codebase's SDK and tracking patterns, and adds instrumentation that matches both. Optionally (opt-in) stages new events and properties on an Amplitude tracking-plan branch for data-governance review. Use when asked to "instrument this PR", "add analytics to this change", "add tracking", "add Amplitude events", "instrument this feature", or "what should I track here".

amplitude/builder-skills

Diagnoses product health by cross-referencing Amplitude analytics (dashboards, charts, funnels, feedback, AI agent analytics), optionally Datadog (errors, latency, stack traces), and optionally Slack (qualitative feedback, bug reports, feature requests). Identifies what's broken, what's working, and what to do about it — with root causes, not just symptoms. Use when asked to "diagnose my product", "what's going on", "product health check", "what's broken", "where are users struggling", "give me a product diagnosis", or "what should I focus on".

amplitude/builder-skills

Turn one or more meeting transcripts, notes, or Slack threads into concise takeaways and clear action items with DRIs. Works with a single meeting or a batch from the whole week.

amplitude/builder-skills

Performs deep analysis of a specific Amplitude chart to explain trends, anomalies, and likely drivers. Use when a metric looks unusual, investigating a spike or drop, or understanding the "why" behind numbers.

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