Customer retention · AI-driven decisions

Recommend the next best customer action

Customers are often given generic guidance even though their product history and current behavior indicate a specific next action that would improve adoption.

The record

Telemetry these decisions draw on

  • Feature-use sequences
  • Completed and abandoned workflows
  • Configuration state
  • Training activity
  • Support history
  • Integration status
  • Usage patterns of successful customers

The questions

What an agent answers

  • What should this customer do next?
  • Which feature or workflow is most relevant now?
  • Which missing action is preventing deeper adoption?
  • Should the next step be automated guidance or human outreach?
  • What similar behavior led other customers to success?
Example agent output
"Users who created their first dashboard but have not configured alerts typically abandon the product. Prompt this user to activate the alerting workflow."

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