Use caseCustomer activation and churn
Stalled customers unblocked before they churn.
Agents spot customers who stalled or went quiet, work out what is blocking them, and follow up until they are active again.
How it works
From a stalled account to a first transaction.
- 01
Comes in
The agent watches onboarding and account activity and opens a case when a customer stalls or goes quiet.
/watch└ ACC-50912 · business account› opened 3 Nov · no transactions› KYB stalled · proof of address✦ case opened · day 3 - 02
Worked across teams
It works out what is blocking them, reaches out on the right channel, and loops in onboarding or compliance when a review is needed.
/follow-up› email sent with upload link› document received · day 6› sent to compliance for review‖ waiting on KYB review - 03
Closed with evidence
The case closes when the customer is active, with every message and step on the record.
/close✓ KYB approved✓ card issued✓ first transaction · £1,850✓ account active · day 9
Systems
Works across your onboarding, product data and channels.
Agents read account activity where it lives and reach customers on the channels they already use.
- Salesforce
- HubSpot
- Snowflake
- Product events
- KYC / KYB checks
- Document uploads
- Gmail
- Intercom
- Zendesk
- Twilio
- Slack
- Jira
Security and governance
for every agent action.
Agents act only within the permissions you set, pause for approval on high-risk steps and log every action with its evidence. No AI training on your data.
Read moreScoped permissions
Decide which systems, actions and limits each agent can use. Nothing happens outside that scope.
Human approval
Set approval points for high-risk steps. Agents pause and route the decision to the right person.
Full audit trail
Every action is logged with what was done, why, and the evidence behind it, ready for audit.
Certified security
SOC 2 Type II, GDPR and PCI DSS. AES-256 encryption at rest and TLS in transit.
More use cases