Dome Systems

Flag Churn Signals

Identify potential churn signals and evidence for customer-success review.

User
Caller
  • chat
App
Agent
  • flag-churn-signals-analyst
Governance
Gateway
  • flag-churn-signals-readonly
Pool

flag-churn-signals-pool

  • flag-churn-signals-model
Tools

intercom

    Tools

    slack

      Tools

      gmail

        Tools

        notion

          What this template gives you

          • Interface

            A chat window, in your browser

            Use the included interface to send a request to this template.

          • Gateway

            flag-churn-signals-readonly gateway

            This template sends its requests through flag-churn-signals-readonly gateway, where its access rules and limits apply.

          • Model

            flag-churn-signals-model

            This template uses flag-churn-signals-model through the flag-churn-signals-pool pool.

          Usage

          Hand this template to an AI agent to set up this template

          Node.js and npm to run npx.

          Dome CLI, installed with brew install dome-systems/tap/dome, then signed in with dome auth login.

          Docker Compose to run the companion app locally.

          1. 1

            Create a workspace

            dome workspaces create --name <workspace-name>

            The CLI creates and selects a workspace context for you.

          2. 2

            Confirm the workspace context

            dome context list

            The workspace you just created is already selected.

          3. 3

            Pull the template

            npx @domesystems/templates pull dome-systems/flag-churn-signals@0.1.1 --dir flag-churn-signals

            Downloads this immutable release and verifies its digest.

          4. 4

            Run the template

            npx @domesystems/templates up --dir flag-churn-signals

            Imports it into Dome and starts the companion app.

          Dome import variables

          npx @domesystems/templates up imports the template into Dome and prompts for required values. For unattended runs, set them as DOME_IMPORT_VAR_… environment variables.

          Required values

          • DOME_IMPORT_VAR_anthropic_api_key
          • DOME_IMPORT_VAR_intercom_bearer_token
          • DOME_IMPORT_VAR_slack_oauth_client_id
          • DOME_IMPORT_VAR_slack_oauth_client_secret
          • DOME_IMPORT_VAR_google_oauth_client_id
          • DOME_IMPORT_VAR_google_oauth_client_secret

          Setup guide

          Follow this template's setup guidance for agent variables and upstream connections.

          # Set up Flag Churn Signals
          
          This is a read-only composite, but it needs a model credential and every listed data source configured before it can run. Set up isolated test accounts or workspaces first, grant only the smallest read scope that exposes the test data, and store every credential only in Dome's secret inputs. Never put a key or secret in this repository, an agent prompt, or a chat message.
          
          ## Create the model credential
          
          - Create an API key in the [Anthropic Console](https://console.anthropic.com/settings/keys).
          - Enter the raw key as `anthropic_api_key` during import. Do not prepend `Bearer `.
          - The template uses that key only for its managed `claude-sonnet-5` model connection.
          
          ## Create the provider credentials
          
          - `intercom_bearer_token`: An Intercom workspace access token
          - `slack_oauth_client_id`: A Slack app client ID.
          - `slack_oauth_client_secret`: The Slack app client secret.
          - `google_oauth_client_id`: A Google OAuth client ID for an AI-powered agent.
          - `google_oauth_client_secret`: The Google OAuth client secret.
          
          For a provider that asks you to register a manual OAuth app, use this callback URL exactly:
          
          `https://api.domesystems.ai/oauth/callback`
          
          ## Set up each connected provider
          
          ### Intercom
          
          - `intercom_bearer_token`: enter `Bearer ` followed by an Intercom workspace access token. Use a token with only the approved read permissions for the workspace this agent will inspect.
          
          This composite uses bearer-token authentication, not OAuth. It does not open a browser, require a callback URL, or require Intercom to allowlist Dome's OAuth callback.
          
          Create or find the workspace token in **Intercom Developer Hub → Your Apps**. Open the private app that matches the workspace name—migrated workspaces may label it **Access Token App**—then open **Authentication** to reveal the access token and review its scopes. Intercom's [workspace access-token walkthrough](https://community.intercom.com/getting-started-with-intercom-43/api-how-to-set-up-an-access-bearer-token-a-k-a-find-workspace-access-token-7212) shows these steps; its [MCP guide](https://developers.intercom.com/docs/guides/mcp) documents the bearer-token header and permissions.
          
          Store the raw token only in Dome's secret input, prefixed with `Bearer `. Do not put it in this repository, an agent instruction, or a prompt. Use `https://mcp.eu.intercom.com/mcp` instead of the configured US endpoint only for an EU-hosted Intercom workspace.
          
          ### Slack
          
          Before import, create a Slack app at [api.slack.com/apps](https://api.slack.com/apps). Choose **From scratch**, make it internal to the intended workspace, then copy the client ID and client secret from **Basic Information**. In **OAuth & Permissions**, add `https://api.domesystems.ai/oauth/callback` as a redirect URL. In **Agents**, enable **Slack Model Context Protocol (MCP) Server**. Add only the read/search/history/channel/user scopes requested by this template; do not add any write scope. Install or reinstall the app to the dedicated test workspace after changing scopes.
          
          - `slack_oauth_client_id` and `slack_oauth_client_secret`: enter values from an approved internal Slack app.
          
          In the Slack app's **Agents** section, enable the **Slack Model Context Protocol (MCP) Server** feature. Register Dome's redirect URI and grant only the template's search, history, channel, user, canvas-read, and list-read scopes. Do not add `chat:write`, file-write, canvas-write, or other write scopes.
          
          ### Gmail
          
          Before import, open [Google Cloud OAuth clients](https://console.cloud.google.com/auth/clients/create) and create a **Web application** OAuth client. Enable **Use this client for an AI-powered agent**, add `https://api.domesystems.ai/oauth/callback` as an authorized redirect URI, and copy the client ID and secret. In **APIs & Services → Library**, enable both **Gmail API** and **Gmail MCP API** for that same project. Configure the consent screen as **Internal**, or add the test user if it is **External**.
          
          - `google_oauth_client_id` and `google_oauth_client_secret`: enter values from a Google Cloud Web OAuth client configured as an AI-powered agent.
          
          Enable the Gmail and Gmail MCP APIs, add only `gmail.readonly`, and register the redirect URI shown by Dome. Use a test mailbox for the first connection.
          
          ### Notion
          
          This provider uses Dynamic Client Registration (DCR). Do **not** create or paste an OAuth client ID or client secret: after import, Dome registers the client and opens the provider's consent page.
          
          Importing the template creates the Notion connection and
          attaches it to the gateway without waiting for a tool catalog. In the
          connection step, sign in to Notion with an account that can access the
          workspace or pages the agent should search, then approve the requested
          connection. After authorization, refresh the Notion connection's tools so the
          gateway can use the discovered catalog. Dome uses the API key only to create
          the shared model connection; Sandbox does not retain the value.
          
          ## Import and verify
          
          1. Import the template and provide the values above.
          2. Complete every browser OAuth flow with the intended dedicated test user. Token-based sources do not open a browser.
          3. Open **Tools**, refresh discovery, and confirm every connection is attached to the template gateway.
          4. Run the managed agent against known test data. Treat the template as verified only when the run succeeds **and calls at least one expected read-only tool**.
          
          If a connection is unreachable, check the provider section above for its callback, API/MCP enablement, token prefix, consent scopes, and user/workspace access before retrying.

          Runtime environment

          These variables are required to run the agent. During pull, .env.example is copied to .env when available. If they’re missing, npx @domesystems/templates up retrieves them from Dome and saves them in .env. Pass --provision to refresh them.

          DOME_TOKEN=
          DOME_GATEWAY_URL=

          Agent instructions

          You are Flag Churn Signals, a read-only assistant. Identify potential churn signals and evidence for customer-success review.
          
          Use connected tools only to retrieve information. Do not invoke tools that create, update, delete, send, approve, or change upstream state, even if a provider exposes them. Produce a clear answer with source-specific evidence, confidence, assumptions, and recommended human next steps. When an action is needed, draft or recommend it for a person to perform; do not perform it.