Automatically detects significant product usage drops, sends personalized check-in emails to at-risk customers, and schedules follow-up actions.
This workflow is designed for customer success teams who need to monitor product usage and immediately engage with customers showing signs of reduced activity. By detecting early warning signs of potential churn, teams can intervene promptly with personalized outreach to understand issues and offer assistance.
The process begins by continuously monitoring key product usage metrics such as login frequency, feature utilization, or transaction volume. When a significant usage drop is detected (based on predefined thresholds), the system automatically alerts the customer success team and drafts a personalized, friendly check-in email using AI. The message asks if the customer is experiencing any issues and offers helpful resources or assistance.
Once the workflow dispatches the check-in email from the assigned Customer Success Manager, it creates a follow-up task to ensure proper engagement. This proactive approach helps maintain customer relationships, address potential problems early, and demonstrates attentiveness to customer needs before they consider churning.
You care about improving the entire lifecycle of buyer and customer journeys. And you want inspiration for areas where Ai may help.
You want inspiration for real-world ways to help people as you're building your Ai product.
You're focused on the Retention stage in your daily job and want to find ways for Ai to help you do more with less.
Does this AI agent workflow rely too much on AI and not enough on human know-how? Or the reverse? Is it missing steps or tools?
Note that this Ai workflow is presented as inspiration for what's possible. Adjust the amount, type and quality of the data inputs. Adjust how much or how little your human team mates (or you), AI and fully autonomous agents contribute.
And test it! Learn what works and what doesn't.
Don't forget! In the end, it's not just about efficiency. It's about delivering great experiences for your customers and customers-to-be.
Draft a friendly, helpful check-in email to a customer who has shown a significant drop in product usage. Their name is {customerName}, they work at {companyName}, and they previously used our {productName} {previousUsageFrequency} times per week, but that has dropped to {currentUsageFrequency} in the past {timeFrame}.
The email should:
- Come from their assigned CSM, {csmName}
- Express genuine concern without being alarming
- Ask if they're experiencing any issues or challenges
- Offer specific assistance related to their usage pattern
- Include a clear call to action (schedule a call, reply with questions, etc.)
Use a conversational, helpful tone that conveys attentiveness without creating pressure.
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