- ADOPTION
- HEALTH
- DETAILS
- HUMAN
Short answer
How can I track user engagement with my AI?
Your agent pulls specific customer details and KPI lists to see how users interact with your product. You get a clear view of feature adoption and health scores without manual exports. This breakdown shows you what you can do.
Where your data lands.
Actionable engagement insights.
The AI organizes your Custify data into these specific outcomes.
ADOPTION
Feature usage tracking
The agent identifies which customers are using new features. You get a list of active users and their specific activity patterns.
HEALTH
Customer health monitoring
Your AI pulls key metrics to flag accounts that are slipping. It identifies drops in engagement before they become churn risks.
DETAILS
Account deep dives
Get specific profiles on any customer. The agent fetches the exact contact and account info you need for outreach.
HUMAN
Strategic intervention
The AI flags the trends, but you decide which customers need a phone call or a specialized success plan.
The workflow
What your AI does when the data arrives.
Your agent acts as the bridge between your customer data and your decision making.
Identify the account
The agent looks up the specific customer you are asking about to ensure the data is accurate.
get_customer_detailsAnalyze performance
It pulls the relevant success metrics and usage numbers for that specific account.
list_customer_kpisSpot engagement gaps
The agent compares current activity against established benchmarks to find outliers.
list_customer_kpisSummarize findings
The agent presents a concise report of the customer's current status and adoption level.
get_customer_details
Try it
Copy these to start.
Use these prompts to begin interacting with your Custify data.
Starting points
Swap the bracketed names for your actual customer names or specific KPI types.
Custify Connector
You're all set. Choose your MCP client and follow the setup instructions.
https://edge.vinkius.com/vk_preview_7d7Mwghw15m8yaUYZomXwVHrIl5ehOmM1upP12IY/mcpClaude Desktop
Follow the steps below to connect in seconds.
- 1In Claude Desktop, open Settings → Connectors.
- 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
- 3Click Add and start a new chat — Custify capabilities are ready to use.
{
"mcpServers": {
"custify-mcp": {
"url": "https://edge.vinkius.com/vk_preview_7d7Mwghw15m8yaUYZomXwVHrIl5ehOmM1upP12IY/mcp"
}
}
}Get the details for [Customer Name] so I can see their current status.
List the KPIs for [Customer Name] to check their recent engagement.
Which customers in my list have a low engagement score right now?
Summarize the feature adoption trends for [Customer Name].
Claude
ChatGPT
Cursor
VS Code
Windsurf
Claude Code
JetBrains
Cline
Start here
Connect Custify once, then ask.
One connection gives your agent access to your customer data. Your credentials stay encrypted and secure on our end.
Connect Custify to your AIFAQ
How this task behaves.
- 01
Can the AI change customer data in Custify?
No. The AI can only read customer details and KPIs. It cannot edit, delete, or create new records in your account.
- 02
Does the AI automatically send emails to my customers?
No. The AI identifies the engagement trends, but you must handle all outgoing communication yourself.
- 03
How does the AI know which customer I am talking about?
You tell the agent the name or ID, and it uses the connection to find the matching record.
- 04
Can I see the raw data the AI is reading?
Yes. The agent pulls the information directly from the tools, so you can verify the numbers it presents.
- 05
Will this work with any AI client?
It works with any MCP-compatible client like Claude, Cursor, or Windsurf.
More questions about Custify? See everything the Custify Connector can do
Connect Custify to Claude, Cursor, ChatGPT & more
