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Spot renewals at risk with the Nutshell owner alongside
For leadership who want to see which renewing customers have support trouble and who owns them in Nutshell, just by asking their AI assistant.
On this page
Connector
Connect Freshdesk, pick your AI tool and paste the prompt.
The problem
At risk renewals are found after the owner goes quiet
Freshdesk shows which customers have open or escalated tickets, while Nutshell shows who owns the account and when anyone last spoke to them. Lining them up by hand means at risk renewals are found late.
Without PopdockAI
- Filter Freshdesk companies by renewal date
- Count open and escalated tickets for each
- Search Nutshell for the owner and last contact
- Find the risk after the owner has gone quiet
With PopdockAI
- Companies renewing in your window are listed
- Open tickets, escalations and top priority are counted
- The Nutshell owner, last contact and open leads are added
- Missing and near matches are flagged, and nothing is changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Find customers renewing in the next `{renewal-days}` days (default 60) that show support risk, and show who owns them in Nutshell. Only include companies with account tier `{account-tier}` if given.
**Step 1: Companies due to renew**
Call `freshdesk-get-companies` with renewal-date.from set to today and renewal-date.to set to today plus the window. Add account-tier when supplied. Keep company-id, name, renewal-date, health-score and account-tier.
**Step 2: Support signals**
For each company call `freshdesk-get-tickets` with company-id and the open statuses; note the count of open tickets, whether any are escalated, and the highest priority. Skip companies with no open tickets only if you say how many you skipped.
**Step 3: Sales context**
For each company still listed call `nutshell-get-account` with name set to the company name. Take owner, last-contacted, open-leads and nutshell-link. If no account matches, mark the company as missing from Nutshell.
**Step 4: Report**
A table sorted by renewal date: company, renewal date, health score, open tickets, escalated yes/no, Nutshell owner, last contacted. Add one line per company on the recommended next step.
**Rules & Guidelines:**
* Freshdesk tools (freshdesk-*) and Nutshell tools (nutshell-*) live on two different MCP servers; both must be connected. If a tool from either server is unavailable, say which server is missing and stop.
* Read-only. Never call `freshdesk-add-ticket`, `freshdesk-update-ticket`, `freshdesk-delete-ticket`, `freshdesk-add-ticket-note`, `freshdesk-reply-to-ticket`, `freshdesk-add-contact`, `freshdesk-update-contact`, `freshdesk-add-company`, `freshdesk-update-company`, `nutshell-add-lead`, `nutshell-update-lead`, `nutshell-add-company`, `nutshell-update-company`, `nutshell-add-person`, `nutshell-update-person`, `nutshell-add-activity` or any delete tool.
* Matching Freshdesk to Nutshell is by company name; flag near matches instead of guessing.
**Validation:**
* If no company renews in the window, say so and stop.
* If health-score is empty, show it as unknown.Who it's for
One answer, three teams that use it
Executives
See which renewals need a push
Support risk and the last contact date together show where an owner needs to step in before renewal.
Which customers renew in the next 45 days with escalated Freshdesk tickets, and when did their Nutshell owner last speak to them?
Account managers
Know which of your accounts are at risk
Your renewing accounts with open tickets are listed with a suggested next step.
List Enterprise tier renewals in the next 90 days with open Freshdesk tickets and the Nutshell owner.
Customer success managers
Hand the right accounts to sales
A clear list of renewals with support pain helps you agree who calls which customer.
Which renewing Freshdesk companies have no Nutshell owner contact in the last month?
How it works
What PopdockAI does when you ask
You set a renewal window and optionally a tier, and your AI assistant combines support risk with the Nutshell owner. Near matches are flagged rather than guessed.
01
Ask
You set the renewal window and, if you like, an account tier.
02
Renewals
It lists Freshdesk companies due to renew in that window.
03
Support
It counts open and escalated tickets for each company.
04
Match
It finds each company in Nutshell and reports the owner and last contact.
What PopdockAI provides
The tools behind the answer
Ready made tools for Freshdesk and one secure connection to your AI tool. No code, no exports.
freshdesk-get-companies
freshdesk-get-tickets
nutshell-get-account
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
Renewal risk and the owner on one page
Related use cases
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One prompt template with infinite possibilities.
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