Analyze Account Health

Deep-dive into a B2B account's product usage to prepare for QBRs, assess renewal risk, identify expansion opportunities, or prioritize CS outreach.

Instructions

Step 0: Identify Account & Discover Context

Get the account identifier:

• Company name, org ID, account ID, or group property value
• Ask user if not provided

Search for existing work: Use Amplitude:search_amp_entities to find existing dashboards, charts, or notebooks for this account. If found, ask user if they want fresh analysis or to review existing.

Resolve how accounts are modelled — do this before any query. Every step below breaks down "by account", and there are three different ways a project represents one. Check in this order and reuse the answer throughout: