List customers by churn risk level, ordered by MRR at risk. Use to answer "which customers are at critical/high risk?".

Get the full profile for one customer by id or name: plan, health score, risk level, seats, activity trend and recent alerts.

Total monthly recurring revenue at risk plus active-alert counts by risk level. A quick executive snapshot.

List active (non-archived) alerts ordered by priority, with customer, risk factors, MRR at risk and outreach state.

Consolidated metrics for the current period: churn rate, MRR churned, new/expansion/contraction MRR and net revenue retention.

Add a note to a customer's active alert. Useful to document outreach done outside Retain. Requires a read+write agent key.

Advance one or more alerts to the "contacted" outreach state with a timestamp. Pass a single id to mark one alert, or several to mark them in one call. Requires a read+write agent key.

Archive a resolved alert, removing it from the attention queue. Requires a read+write agent key.