How it Works
Deploy the Cancellation triage & retention plays workflow in minutes. Here is what happens end-to-end.
Capture cancellation request
Customers submit a cancellation form with their reason for leaving and account details.
AI analyses churn risk
The AI agent evaluates the reason, account history, and lifetime value to assess retention potential.
Suggest retention offer
Based on the churn analysis, AI recommends a tailored retention play — discount, feature unlock, or personal outreach.
Route to retention team
High-value accounts are flagged and routed to the retention team with context and suggested actions.
Track outcomes
Cancellation outcomes are logged to continuously improve retention strategies and identify systemic issues.
Templates that power this workflow
Each template feeds into the Cancellation triage & retention plays workflow. Pick one or combine several for full coverage.
Features that make this workflow smart
These AI capabilities power the automation behind Cancellation triage & retention plays.