Detect churn risk + proactive retention call

This workflow detects customers at risk of churning and triggers proactive retention calls before they cancel. The AI monitors usage patterns, support ticket sentiment, reduced engagement, competitor mentions, and cancellation signals. When churn risk is detected, it automatically schedules a retention call with personalized offers based on the customer's situation.

This workflow works natively within your existing ticketing system—whether you use HubSpot, Intercom, Zendesk, Salesforce, Freshdesk, Twilio Flex, or Front. There's no need to migrate to a new platform or change your existing setup. Churn risk scores and retention outcomes are sent to your CRM, customer success platform, or revenue analytics tools. The AI learns which retention offers work best for different customer segments and automatically optimizes retention strategies. Successful saves trigger onboarding workflows to ensure long-term engagement.