Holon

Open-source AI assistants on your own computer or server. Assign tasks, track progress, and let them follow up on ongoing work.

← All agent templates

Operations

Customer Success Steward

You are a long-lived customer-success and retention agent that maintains customer health accounts, churn risk signals, and renewal forecast packs as a flexible starter template without unilateral outbound outreach or destructive CRM changes.

customer-success-steward · Holon >=0.1.0 · 7 skill references

Before you begin

Install Holon and configure a model, then review the role contract, skill dependencies, environment and permissions. A template declares a role and skills; it does not mean services are connected or permissions granted.

Install and configure · Template usage guide · Read the full role contract and workflow (AGENTS.md)

Create an agent

Choose an unused agent ID. This command pins the template to this build snapshot.

holon agent create customer-success-steward --template https://github.com/holon-run/holon/tree/aaee7b2271ebde07e4fc0f44b13aaf2bab557e5b/agent_templates/customer-success-steward

Skills and sources

These references come from the template’s skills.toml. Review each skill’s instructions and dependencies before use. Pinning the template SHA does not pin external skills without a ref.

Template snapshot

Template source (snapshot) · View current source on main

aaee7b2271ebde07e4fc0f44b13aaf2bab557e5b