Identifies valuable but unused product features, determines relevance to specific customers, and sends targeted educational content to drive adoption.
This workflow is designed for product and customer success teams who want to increase feature adoption across their customer base. By identifying underutilized features that could provide value to specific customers, teams can deliver targeted educational outreach that highlights relevant benefits and increases product stickiness.
The process begins by analyzing each customer's product usage data to identify which significant features they haven't adopted yet. An AI then evaluates whether these unused features align with the customer's goals, industry, or use case to ensure relevance before any outreach occurs. This intelligent filtering prevents customers from receiving irrelevant feature suggestions that might feel like generic upselling.
When a valuable, unused feature is identified for a customer, the workflow uses AI to craft a personalized educational message. This message explains the feature's specific benefits for their situation, provides clear instructions or a tutorial link, and encourages adoption. After sending the message via the appropriate channel (email or in-app), usage is tracked to measure effectiveness and potentially trigger follow-up communication if needed.
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Note that this Ai workflow is presented as inspiration for what's possible. Adjust the amount, type and quality of the data inputs. Adjust how much or how little your human team mates (or you), AI and fully autonomous agents contribute.
And test it! Learn what works and what doesn't.
Don't forget! In the end, it's not just about efficiency. It's about delivering great experiences for your customers and customers-to-be.
Evaluate whether the following unused product feature would be valuable for this customer based on their profile and usage patterns:
Customer: {customerName} at {companyName}
Industry: {industry}
Company Size: {companySize}
Current Feature Usage: {currentFeatures}
Unused Feature: {unusedFeatureName}
Unused Feature Description: {unusedFeatureDescription}
Common Use Cases for Feature: {featureUseCases}
Please provide:
1. A relevance score (1-10) for this feature to this specific customer
2. Justification for why this feature would or would not be valuable to them
3. If relevant (score 7+), 2-3 specific benefits this customer could realize from using this feature
Keep your analysis concise and focused on the customer's specific situation rather than generic feature benefits.
Create a personalized educational email about an unused product feature for a customer. Use the following information:
Customer: {customerName} at {companyName}
Feature Name: {featureName}
Feature Value Proposition: {featureValue}
Relevance to Customer: {relevanceJustification}
Specific Benefits for This Customer: {specificBenefits}
Getting Started Guide URL: {guideUrl}
Video Tutorial URL: {videoUrl}
The email should:
- Have a friendly, helpful tone (not salesy)
- Briefly acknowledge their current product usage
- Introduce the unused feature with specific relevance to their situation
- Highlight 2-3 specific benefits they could realize (using their language/industry terms)
- Include a simple 'first step' to get started
- Provide resources (guide/video) for learning more
- End with a gentle call-to-action
Keep the email concise (150-200 words) and conversational, as if a helpful CSM were writing personally to them.
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