Renewal Agent
Secure renewals before they slip.
Reads renewal dates, usage, and intent together and briefs the owner in time to act.
How it works:
- Catches cancel and downgrade views the same day
- Flags accounts with several risks at once
- Drafts the renewal email or CSM task
Act 60 to 90 days out. Inside 30 days it is mostly negotiating, not preventing.
A Product usage
CRM data
Subscription
Calls
Emails
Renewal signal Initech
ARR $36,000
Renewal in 21 days
Signal cancel page viewed 3x in 7d
Skill Warning Signals
routed to → CSM
Email
Slack
CRM workflow
Suggested Skills
Warning Signals Churn prevention
Catches the clicks that come right before a cancellation: cancel page views, downgrade views, billing checks. Intent you can act on the same day.
Routes to CSM · Slack · Webhook View skill →
Churn Intent Churn prevention
Combines the weak signals into one strong one: accounts tripping several risk signals at once. Your shortest, highest-priority save list.
Routes to CSM lead · Slack · Webhook View skill →
Community Skills
Churn prevention Prevent loss to competitors
A competitor is mentioned near renewal. Route to the AE to defend.
To AE Use skill →
Churn prevention Prevent cancel intent Cancel language detected in a message. Run a save plan.
To CSM Use skill →
Churn prevention Stop in-progress cancellations Customer views the cancel page. Immediate CSM alert with the brief.
To CSM Use skill →
Churn prevention No contact before renewal Renewal approaches with no recent touch. Prompt a check-in.
To CSM Use skill →