Renewal & Retention Agent
Handles renewal questions, answers what is holding a customer back, and routes retention-sensitive cases to a person.
The Renewal & Retention Agent supports customers around renewal: answering what changes, when it happens, and what their options are, and resolving the practical questions that quietly cause customers not to renew. It keeps the routine cases self-serve and brings a person in when the conversation is worth one.
How it works
The agent reads the account and renewal terms through Answer, handles the renewal questions and changes through Autopilot, and routes retention-sensitive cases to a person through Assist with the history attached. Audit reviews how renewal cases were handled.
Example requests it handles
- When does my plan renew?
- What changes at renewal?
- I am thinking about not renewing.
- Can you explain my renewal options?
In your industry
- Answers renewal questions and routes at-risk accounts to a person in time.
- Handles renewal questions at scale and flags retention-sensitive cases.
- Manages renewal and seat questions inside your product.
- Handles course and subscription renewals for students and institutions.
- Answers membership renewal questions and routes sensitive ones to staff.
- Handles renewal and continuation questions for borrowers and partners.
In Auralis
Auralis runs this agent through Answer for the explanation and Autopilot for the routine renewal work, routing retention-sensitive cases to a person via Assist and reviewing with Audit.