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AI agent for customer experience managers

Customer Journey Drop-off Agent

Find the biggest journey drop-off and its likely cause each month

AnalysisMarketingManagement
See how it worksGet access
Customer Journey Drop-off Agent: what goes in, what the agent does and what you get

What it does

Customers leak out of the journey at some stage every month, but finding where and why takes hours of digging. This agent pulls stage counts and times from analytics and the CRM: first visit, signup, first use, purchase, onboarding and renewal. It first checks the counts look complete, with no sudden zeros, since a tracking change can break a stage. Then it finds the stage with the biggest drop against last quarter and splits it by channel, device and segment, reading related feedback. It only names a cause when two sources agree. If they do not, it adds support tickets or session data and looks again. It drafts a short finding with the likely cause and one fix to test. The manager decides what to act on. Edge case: a stage reading zero triggers a tracking check before any analysis.

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, continueYes, continueApprovedNoNo 1 STARTS WHEN Monthly journey review 2 USES A TOOL Pull stage counts and times from analytics and CRM 3 CHECKS THE RESULT Do stage counts look complete, with no sudden zeros? If not: check for tracking changes and pull from thebackup source. Back to step 2. 4 DOES Find the stage with the largest drop against lastquarter 5 USES A TOOL Split by channel, device and segment and readrelated feedback 6 CHECKS THE RESULT Do two sources point to the same cause? If not: add support tickets or session data and lookagain. Back to step 5. 7 USES A TOOL Draft finding and suggested fix 8 YOU APPROVE Manager decides what to act on 9 RESULT Journey report filed
Read the steps as a list
  1. Monthly journey review
  2. Pull stage counts and times from analytics and CRM
  3. Do stage counts look complete, with no sudden zeros?If not: check for tracking changes and pull from the backup source. Back to step 2.
  4. Find the stage with the largest drop against last quarter
  5. Split by channel, device and segment and read related feedback
  6. Do two sources point to the same cause?If not: add support tickets or session data and look again. Back to step 5.
  7. Draft finding and suggested fix
  8. Manager decides what to act onThe agent waits here for your OK.
  9. Journey report filed

How it decides

It focuses on the stage with the largest drop compared with last quarter and needs data from two sources before naming a cause.

  • Focus on one stage per month
  • Need two sources agreeing before naming a cause
  • Flag tracking problems before analysis

Make it yours

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

  • Journey stages
  • Comparison period
  • Segments to split by
  • Sources used

What keeps you in control

It always asks you first

  • Starting any fix or test

Hard limits

  • Read-only data access
  • Does not contact customers

It stops when

  • Done: report filed
  • Stop: tracking broken, report to analytics owner

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 happensIn the April review, signup to first use fell from 62% to 48%. Splitting showed mobile users dropped most. Feedback and tickets did not point to the same cause, so the two-source check failed. The agent added session data and found the mobile verification email link opened a blank page. Tickets then matched. The manager approved a fix test with the product team.

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