Keep the customer
Retention, lifecycle, and customer-service AI — the work that turns one transaction into many.
3 agents in this swarm.
Hire the swarm together
Run every agent in this swarm under one engagement. We scope it to your operation — how many locations, which integrations, how much context tuning at onboarding — and come back with a fixed monthly number.
Or hire individual agents a la carte
Each agent below can be rented on its own. Pick one, hire a few, scale up later — the boundaries between agents stay clean so adding more never produces overlap.
Loyalty Member Journey Orchestration Agent
Decides when each member gets which offer — tier-transition timing, cross-location earn/redeem, offer dedup.
Hire the agent that breaks the loyalty-program-stagnation tax. Most loyalty programs are configured at launch then frozen — member journey static, cross-location earn/redemption broken, tier-transition timing missed, every location running its own offers (brand-discount pollution). The agent owns the decisioning surface: when each member gets which offer, when to nudge toward the next tier, when to coordinate cross-location eligibility, when to suppress duplicate sends. Triggers email, SMS, and social siblings to deliver. Wraps Smile.io / LoyaltyLion / Yotpo / Annex Cloud / Stamped / Marigold — does not replace them.
- Skills shipped
- 0/8
- Installs in
- Slack · Microsoft Teams · Email · Webhooks
See the agent →
Subscription Lifecycle Orchestration Agent
Predicts churn, scores save-flow propensity at the cancellation surface, and triggers email + SMS interventions 7-21 days ahead.
Hire the agent that ends the leaky cancellation surface tax. Reads from your customer-data graph, scores every active subscriber for churn probability daily, decides which offer wins for each at-risk segment, and triggers your Klaviyo flows (or the email + SMS publishing agents) with predictive timing. Wraps Stripe Billing, Recharge, Bold, Chargebee, Awesome Sub, and Ordergroove — does not replace your billing stack. Optional outcome-share off-ramp prices the agent against retained revenue for operators who insist on success-fee structure.
- Skills shipped
- 0/7
- Installs in
- Slack · Microsoft Teams · Email · Webhooks
See the agent →
Customer-Service Agent Assist Agent
Real-time co-pilot for CS agents and in-store associates — customer history, product knowledge, compliance gates, response drafts in 1-2 seconds.
Hire the agent that sits next to your CS team during live calls, chats, and tickets. Reads customer history from the customer-data graph, product knowledge from the product catalog, and compliance overlays (returns, warranty, HIPAA for healthcare) before suggesting a response. Surfaces inside Zendesk, Salesforce Service Cloud, Intercom, Front, Gladly, or Help Scout — no rip-and-replace. Per-seat add-on scales beyond the first 10 seats.
- Skills shipped
- 0/8
- Installs in
- Slack · Microsoft Teams · Email · Webhooks
See the agent →
Capabilities in this swarm
21 published capabilities you can put into production through the agents above. Each one is a buyer problem we have already scoped and built for.
Brand voice consistency across every AI-generated output, at every location
Score every AI-generated output against your brand voice — auto-publish what is clearly on-brand, route the borderline cases to one batched review queue, send the rest back for a redraft.
Catch churn signals weeks before the cancel button
Usage decline, payment failures, support sentiment drops, NPS slides — caught in time to intervene with the right offer through the right channel.
Cluster the real cancellation reasons by location — and stop calling 60% of them 'other'
Per-location cancellation-reason clustering from free-text exit surveys, weighted by the LTV cohort of who actually walked away.
Every CS reply draft gated for HIPAA, FDA, FINRA, and brand voice — before the agent sees it
AI-drafted CS replies that have already passed the voice check, the claims allowlist, and the per-state compliance overlay — so your agent reviews, not rewrites.
Loyalty integration that works across every banner you own
A 4-banner portfolio with 5 different loyalty platforms is normal. Keeping the events in sync across them is not. This makes it normal.
Marketing compliance for regulated multi-location operators — every output checked before it ships
Every AI-generated post, page, ad, and email checked against the regulatory rules that apply to your verticals and your states — before it goes live, not after.
Next best action for every member, across every location and banner
What should we say to this member, at this tier, who just did this thing, at this location? The answer changes constantly. We compute it continuously.
One master record per location — reconciled across every source, propagated everywhere automatically
One trusted record per location, reconciled across POS, Google Business Profile, Yext, HR, and your CMS — and when anything changes, every marketing surface updates automatically.
Per-member LTV that updates every month, per location
Every loyalty member has a current LTV — computed from real transactions, segmented by location and behavior, and ready for the CFO, the marketing team, and the LP letter.
Predict churn with the signals each location actually generates — clinic staff turnover, scheduling friction, insurance shift, competitor opening
Per-subscriber, per-location churn-risk scoring built from the signals that actually move retention in your business.
Predict loyalty tier transitions, both up and down
Every loyalty member has a probability of moving up a tier or falling down — scored monthly, with interventions firing before the activity drops.
Product knowledge retrieval for multi-location support teams
Your reps ask one question. They get the right answer for that customer, that location, that product, in your brand voice — in under two seconds.
Or browse the full library across every swarm at all capabilities.
Other swarms
Browse the rest of the catalog.
The data layer
Your master record, brand spec, compliance rules, and governance — the substrate every other agent reads from. Most operators do not hire these standalone; they ship as the foundation under everything else.
Get found locally
Show up when people search nearby. Google Business Profile, citations, local content, per-location pages, schema, and local-pack rank tracking.
Win the click
Once they see you, give them a reason to choose you. Reviews answered, product descriptions that convert, paid-social creative that does not fatigue.
Capture the demand
Turn attention into a transaction. Local SEM, social, email, lead routing, lost-call recovery, and inventory-aware promotion.
See what is working
Per-location benchmarks, offline attribution, territory scoring, and executive rollup — so you can answer the only question that matters: where to invest next dollar.