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AI agent for customer success managers

Customer Churn Save Agent

At-risk customers are found early and contacted with a message that fits their cause.

Risk managementExecutives and strategy
See how it worksGet access
Customer Churn Save Agent: what goes in, what the agent does and what you get

What it does

A customer logs in twice in a month, files three support tickets and then cancels, and nobody saw it coming. This agent reads usage, support tickets and billing for each account and scores churn risk. It finds the likely cause, such as a billing failure or no use of the main feature, and drafts a tailored outreach. It tracks whether usage improves after contact. It looks at how long an account has been at risk, so a customer who dropped off last week gets a different message than one who has been quiet for two months. It keeps a record of what was tried so the same offer is never repeated. Edge case: a customer in a free-trial extension has low usage by design, so the agent excludes them. The founder approves outreach and any offers.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedYes, continueNoNo 1 STARTS WHEN Weekly account review 2 USES A TOOL Read usage, tickets and billing for each account 3 DOES Score churn risk for each account 4 CHECKS THE RESULT Is each flagged account in a valid state, not atrial or planned pause? If not: remove it from the list. Back to step 2. 5 DOES Find the likely cause for the top risks 6 DOES Draft tailored outreach 7 YOU APPROVE Founder approves outreach and any offers 8 USES A TOOL Send approved messages 9 USES A TOOL Check usage two weeks later 10 CHECKS THE RESULT Did usage improve? If not: try a different outreach or suggest a personalcall. Back to step 5. 11 RESULT Churn risk report
Read the steps as a list
  1. Weekly account review
  2. Read usage, tickets and billing for each account
  3. Score churn risk for each account
  4. Is each flagged account in a valid state, not a trial or planned pause?If not: remove it from the list. Back to step 2.
  5. Find the likely cause for the top risks
  6. Draft tailored outreach
  7. Founder approves outreach and any offersThe agent waits here for your OK.
  8. Send approved messages
  9. Check usage two weeks later
  10. Did usage improve?If not: try a different outreach or suggest a personal call. Back to step 5.
  11. Churn risk report

How it decides

It scores risk from a drop in use, unresolved tickets and payment trouble, and picks the outreach by likely cause.

  • Score risk from usage drop, open tickets and failed payments.
  • Exclude trials and planned pauses.
  • Offers need founder approval.
  • Contact at most once every 14 days.

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Risk factors
  • Contact frequency
  • Offer limits
  • Trial handling
  • Check interval

What keeps you in control

It always asks you first

  • All outreach
  • Any discount or offer

Hard limits

  • Do not send messages or offers.
  • Do not discuss one customer with another.

It stops when

  • Done: at-risk accounts are contacted and results tracked
  • Stop: the customer asks not to be contacted

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensThe agent flags 11 accounts. Two are on planned pauses, so the check removes them. Of the other 9, 4 have failed payments, 3 have not used the main feature, and 2 have open tickets. It drafts messages for each cause. The founder approves, and no offers. After two weeks, 6 show improved usage and 3 get a call suggestion.

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