Agents
Agents watch your data continuously, detect risks and opportunities, and propose ready-to-launch campaigns for your approval.
Suggestions#
Suggestions are reviewed automatically and approved by you. Each suggestion card shows:
- What was detected and when — e.g. Churn Radar · Pending approval: churn probability rose sharply in the “High-Value At Risk” segment.
- Impact — members affected, revenue at risk, average churn score and the segment.
- Evidence — the signals behind the suggestion (churn-score jumps, order frequency drop, support contact rate) and the recommended action.
- Actions — Start campaign to launch, or Hide details to collapse the card.
Active agents are listed below with the value they have generated so far — for example Upsell Opportunity and Cart Recovery Campaign.
Create an agent#
Click Create agent and start from a template. Agents run automatically once activated.
| Template | What it does | Status |
|---|---|---|
| Clear Warehouse Stock | Matches a slow-moving product to the customers most likely to buy it and sends a personalized WhatsApp offer. | Available |
| Churn Win-back | Builds a retention campaign for customers at high risk of churn. | Coming soon |
| Price Drop Alert | Notifies customers when a product hits the price they set an alert for. | Coming soon |
| Re-engagement | Wins back customers inactive for 30+ days with personalized content. | Coming soon |
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Screenshots captured from the B2Metric E‑Commerce demo workspace, October 2026.