Instead of navigating dashboards and building reports, you can ask questions in natural language and get clear, actionable answers grounded in data.

Today, Agent Mode is getting its first dedicated workflow: Account Health. Because understanding customer health is one of the most time-sensitive, high-stakes jobs teams turn to Pendo for.

What is account health, and why does it matter?

When the Pendo team was picking which Agent Mode workflow to prioritize, we kept returning to account health because it’s where teams need quick insights the most.

Imagine this: you have thirty minutes to prepare for your next customer call, only to realize you’d actually need hours in order to dig through the necessary data. With Agent Mode, you can solve this problem in seconds.

How Agent Mode analyzes account health

To generate an account health summary, Agent Mode interprets both quantitative and qualitative datasets already available in your Pendo platform, including:

Product usage signals

  • Track Events and feature usage
  • Visitor and account activity levels
  • Top users and engagement patterns
  • Pages and workflows used most

Customer sentiment

  • Feedback from Pendo Listen
  • Themes and signals from qualitative input

Business context

  • Product Engagement Score (PES)
  • Account metadata and organizational context

By combining and analyzing these signals, Agent Mode can reason across behavior, sentiment, and engagement to explain not just what is happening with an account, but why.

What the output looks like for you

Instead of raw data, Agent Mode gives you a clear, concise account health summary. It highlights:

  • Key usage trends
  • Notable risks or changes
  • Relevant feedback themes
  • Signals worth paying attention to

And most importantly, it doesn’t stop at analysis. Agent Mode is built to recommend what to do next, helping you move from insight to action without switching tools or guessing at next steps.

This is a core part of Pendo’s differentiation: we surface insights, and we help you act on them.

Who did we build this for?

The Account Health workflow in Agent Mode is designed primarily for:

Product managers who need a fast, holistic view of how customers are using your product, where adoption is strong, and where experience may be breaking down.

Customer success managers who are preparing for customer conversations with confidence. With this workflow, CSMs can now walk into calls with a shared understanding of usage, engagement, and feedback, backed by data.

Sales reps preparing for a pitch can use this to prepare with real-time insights into account health, helping you avoid sensitive topics and highlighting areas of opportunity. 

Built as part of a bigger vision for Agent Mode

Agent Mode reflects a deliberate choice in how we’re building AI at Pendo.

Instead of releasing single-purpose, disconnected agents, we’re taking a platform-wide approach. Eventually, we’ll have one open-ended agent, anchored in a core understanding of your jobs-to-be-done. That’s what allows Agent Mode to answer questions and recommend the next steps.

Built with enterprise-grade privacy and trust

Agent Mode is designed with enterprise-grade trust at its core:

  • It only uses data already available in your Pendo account
  • It’s read-only and cannot modify your environment
  • Customer data is never used to train or fine-tune models

Like all AI systems, Agent Mode isn’t perfect. That’s why we’ve built in safeguards like PII redaction, RBAC, encryption, and ongoing oversight so insights stay reliable and secure.

Try Agent Mode today

Agent Mode is available now in Open Beta. So what are you waiting for? 

To get started, simply enable Agent Mode in your account settings. Visit the Help Center to learn more about activation.

This is just the beginning of what an agent-first Pendo experience can be.