Churn Prediction Agent
Usage AnalyticsBilling MonitorNPS TrackerEmail
Chat with AI Agent
I need you to monitor customer usage patterns, billing issues, and NPS survey results to identify accounts at risk of churning, then send email alerts to account managers when potential churn risks are detected.
I can help you set up an automated churn detection system! This sounds like a comprehensive solution for monitoring customer health. To get started, I'll need some information about your current setup and requirements. First, where is your customer usage data stored? Do you use a CRM system like Salesforce, HubSpot, or something else?
We use Salesforce for our CRM and customer data management.
Perfect! And what about your billing system? Where do you track payment information, invoices, and billing anomalies?
Our billing is handled through Stripe, and we also have some financial data in QuickBooks.
Great combination. Now for the NPS surveys - do you use a specific platform for collecting Net Promoter Score data? Something like SurveyMonkey, Typeform, or maybe it's built into your existing tools?
We use SurveyMonkey for all our customer satisfaction surveys including NPS.
Excellent. Now I need to know about your notification preferences. What email addresses should receive the churn risk alerts? Are these specific account managers or should it go to a general team inbox?
Send alerts to our account management team leads: sarah.johnson@company.com and mike.rodriguez@company.com.
Got it. Now for the risk thresholds - what specific indicators should trigger an alert? For example, what percentage drop in usage, how many days of payment delay, or what NPS score range would you consider high risk?
Alert if usage drops by 30% or more over 30 days, payment is overdue by 15+ days, or NPS score falls below 6.
Perfect parameters. One last question - how frequently should the system check for these risk indicators? Daily monitoring, weekly, or something else?
Daily monitoring would be ideal so we can respond quickly to any issues.
I'll need to connect to your systems to set this up. You'll receive authorization links for Salesforce, Stripe, QuickBooks, and SurveyMonkey to grant the necessary permissions. The system will monitor daily for accounts with 30%+ usage decline over 30 days, 15+ day payment delays, or NPS scores below 6, then send detailed risk alerts to Sarah and Mike. Should I proceed with deploying this churn detection automation?
Yes, please go ahead and set it up.
Perfect! Your automated churn detection system is now deployed. It will begin monitoring your customer data daily and send risk alerts to your account management team whenever the specified thresholds are met.
How it works
- Data Collection: The system continuously monitors customer usage patterns, billing anomalies, and Net Promoter Score survey responses to gather comprehensive account health data.
- Risk Analysis: Advanced algorithms analyze the collected data to identify warning signs such as declining usage, payment delays, or low satisfaction scores that indicate potential churn risk.
- Alert Generation: When risk indicators reach predetermined thresholds, the system automatically flags the account and prepares detailed risk assessments with supporting data.
- Notification: Email alerts are immediately sent to the designated account managers with comprehensive risk profiles and recommended intervention strategies to prevent customer churn.
This agent is currently in development.
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