Agents Success Stories Pricing ROI calculator Comparison
The RetainSure agents

Built to handle the work your CS team shouldn't have to.

Eight AI agents that watch every account, decide what matters, and take the next step - from the first login to the renewal. Your CSMs review, approve, and stay in control.

4.8on G2 ↗AI features verified by G2Independently verifiedAt least 10 verified users have confirmed they use RetainSure's AI features and functionality.G2 verified · AI features
8 agents
full lifecycle
48 hrs
to go live
20 hrs
back per CSM / week
100%
human-supervised
The roster Churn Watcher Renewal Runner QBR Builder Expansion Scout Account Briefer Signal Catcher Onboarding Pilot Desk Zero
Agent 01Risk Agent

Churn Watcher

Watches every account around the clock and flags churn risk up to 45 days before your health score moves - with the reason it's slipping and the play to run next.

Watches
Usage, logins, sentiment, tickets and billing across every account, every day.
Decides
Which accounts are quietly slipping - and the exact signals driving the score.
Acts
Raises an explained risk flag with a recommended save play, in-app and in Slack.
45 days
earlier than the health score
1.5–2×
more accurate than handcrafted scores
100%
of flags explained & sourced
Risk Agent · live
01Watch
02Reason
03Act
Email · James@Acmenegative
“Still blocked — hard to justify internally”
Ticket #4821frustrated
4d open · −0.7 · “unacceptable”
Product usagehealthy
Healthy · 92% adoption — set aside
QBR · sentimentcooling
Exec sponsor skipped last 2 calls
Invoice #INV-229014d late
Renewal in 38d · unpaid
Agent
Churn riskAcme Corp45d early
Usage looks healthy, but three signals across comms, support & billing are trending down together → act now.
Escalate ticket #4821 to Head of Supportsent
Draft save-play reply for Sarah to reviewdraft
Renewal Agent · live
01Watch
02Reason
03Act
Sponsor changednew buyer
Champion left · successor unaware
Value storygap
No ROI recap shared this cycle
Product healthstrong
NRR 118% — set aside
Renewal date28 days
Window opens now
Outreachnone yet
No renewal touch sent
Agent
RenewalPulsar.io28d out
Healthy account, but a new sponsor doesn't know the value → de-risk the renewal.
Draft intro + ROI recap for new sponsordraft
Build 90-day plan · book check-inqueued
Agent 02Renewal Agent

Renewal Runner

Runs 90 days before every renewal end to end - forecasts the outcome, builds the plan, drafts the outreach, and keeps the deal moving so nothing gets scrambled in the final week.

Watches
The renewal calendar, account health and engagement in the run-up window.
Decides
Renewal likelihood and the specific plan each account needs to close cleanly.
Acts
Builds the renewal plan, drafts personalized outreach, and nudges at each milestone.
90 days
of motion, on autopilot
Weeks
of forecast lead time, not days
1 draft
ready per account, per stage
Agent 03Reporting Agent

QBR Builder

Turns an account's data into an executive-ready QBR or MBR deck in under two minutes - the data pulled, the insights written, the next steps laid out. You review and present.

Watches
Usage, outcomes, tickets and ROI signals building up across the quarter.
Decides
The story worth telling this account - wins, risks and the case for the next step.
Acts
Assembles the full deck - cover, usage, ROI, risk, next steps - grounded in real data.
2 min
per deck, down from 11 hours
100%
of slides grounded in real numbers
All QBRs
prepped in an afternoon
Reporting Agent · live
01Watch
02Reason
03Act
Usage · Northstar+22%
Adoption up across every team
Outcomes2 wins
Logged & quantified this quarter
ROI modelready
Value calc current — set aside
SLA1 miss
Support breach in August
Rollout4 teams
Now org-wide
Agent
QBR readyNorthstar12 slides
Strong quarter — lead with ROI, address the SLA miss head-on.
Built deck — usage · ROI · risk · nextready
Speaker notes + SLA talking pointdraft
Upsell Agent · live
01Watch
02Reason
03Act
Seats · Bluewave95% used
Near capacity on current plan
New teaminvited
6 users added this week
Billingcurrent
Pays on time — set aside
Premium featureintent
Viewing the analytics add-on
Usage trend+31%
Up 3 months straight
Agent
Expansion-readyBluewave~+$30k
Capacity + intent + healthy billing → primed to grow now.
Draft upsell email citing their usagedraft
Rank #1 this week · alert AEqueued
Agent 04Upsell Agent

Expansion Scout

Scans your whole book for expansion signals, ranks the accounts most ready to grow, and drafts the personalized outreach that opens the upsell conversation.

Watches
Product usage, seat growth, feature adoption and fit signals across every account.
Decides
Which accounts are ready to expand - and how much headroom each one has.
Acts
Ranks the opportunities and drafts the tailored outreach for each ready account.
4.6x×
higher conversion of upsell
Ranked
by readiness, not hunted by hand
1 draft
per ready account
Agent 05Prep Agent

Account Briefer

Hands you a full pre-call briefing on any account in seconds - status, risks, stakeholders, open threads and the last thing that happened - so you walk into every call ready, never digging.

Watches
Everything on the account - health, comms, tickets, notes, activity and history.
Decides
What actually matters before this specific call, meeting or check-in.
Acts
Writes a tight, current brief - and answers any follow-up question about the account.
2+ hrs
saved per day
0 min
of prep before any call
1 screen
for the whole account story
Prep Agent · live
01Watch
02Reason
03Act
Call · Verda Health15 min
Renewal conversation booked
Open tickets2 open
1 unresolved for 3 days
Usagesteady
Healthy — set aside
ChampionOOO
Out of office until Thursday
Renewal45 days
Up for renewal soon
Agent
Brief readyVerda Healthpre-call
Center the renewal ask + the open ticket — champion is out this week.
One-page brief + talking pointsready
Suggested agenda · flag rescheduledraft
Escalation Agent · live
01Watch
02Reason
03Act
Tickets · Orbit3 open
Same bug across 3 accounts
Slack mentionchurn risk
“considering alternatives”
Usagestable
No drop yet — set aside
NPSdetractor
Score dropped to 4
Email threadangry
Third follow-up unanswered
Agent
EscalationOrbitsystemic
This is a pattern, not a one-off — three accounts, trending to churn.
Raise to Support + Eng · notify CSMsent
Draft holding reply to 3 accountsdraft
Agent 06Escalation Agent

Signal Catcher

Reads every ticket, email and product signal as it lands, catches sentiment drops and escalations early, and routes them to the right CSM before they turn into churn.

Watches
Support tickets, email threads and product events in real time, across the book.
Decides
What's a genuine escalation versus noise - scoring sentiment on every channel.
Acts
Routes the escalation to the right owner with context, before it reaches a renewal.
Every
channel scored, continuously
Early
catch, before it hits the renewal
0
guesswork - grounded in real events
Agent 07Onboarding Agent

Onboarding Pilot

Picks the right onboarding path for each new account, tracks time-to-value, and nudges the moment an account stalls - so a strong first 90 days becomes the default, not the exception.

Watches
Onboarding milestones, activation events and early adoption for every new account.
Decides
The best path to value - and exactly where an account is starting to stall.
Acts
Queues the next best step and nudges the CSM or customer to keep momentum.
Faster
time-to-value, before momentum dies
Auto
flag on any stalled account
Higher
GRR from a stronger first 90 days
Onboarding Agent · live
01Watch
02Reason
03Act
Teamnot invited
0 of 7 seats activated
Integrationpending
No data source connected
Milestones · Depict3 of 6
Admin set up — on track
Activationstalled
No usage in 5 days
Time-to-valueday 14
Half the window gone
Agent
Stall detectedDepictday 14
Admin's engaged, but team activation has stalled → clear the path to value.
Nudge admin to invite the teamsent
Queue integration step · alert CSMqueued
Autopilot Agent · live
01Watch
02Reason
03Act
Call ended · Acme32 min
Renewal discussion wrapped
Email sentlogged
Follow-up to the champion
CRM fieldscurrent
Nothing stale — set aside
Meeting bookednext
QBR scheduled for the 14th
Account touchedtoday
5 interactions to capture
Agent
CRM updatedAcmeauto
Captured it all — logged activity, updated fields, set the next step. Zero manual entry.
Call notes written + next task createddone
Renewal date + stage synceddone
Agent 08Autopilot Agent

Desk Zero

Handles the CRM busywork no CSM should touch - logging activity, updating fields, keeping records clean - so your team never manages the tool, only the customer.

Watches
Every call, email, meeting and interaction happening across the book.
Decides
What needs logging, which fields to update, and where records have gone stale.
Acts
Logs the activity and updates the CRM automatically - the digital busywork, gone.
12+ hrs
back per CSM each week
Always
current CRM, zero manual entry
100%
of the digital busywork automated
Under the hood

Do more with less effort.

Every agent runs on the same foundation — trained on your data, grounded in real sources, and always under your team's control.

Trained on your own book

Predictions learn from your historical churn and expansion — 1.5–2× more accurate than a generic health score, from as few as ~30 accounts.

Grounded, never hallucinated

Every claim an agent makes ties back to a cited source row, ticket or event. If it can't be grounded in your data, the agent won't say it.

Humans always in the loop

Agents draft and queue; your CSMs review, edit and ship. Let a trusted motion run on its own only once you're ready — you set the guardrails.

Plugs into your stack

HubSpot, Salesforce, Amplitude, Mixpanel, Chargebee, Stripe, Zendesk and Slack — connected in about six clicks, new integrations in ~7 days.

Live in your workflow

Agents surface where your team already works — the dashboard and Slack — so there's no new tab to open and no report to run.

Secure by design

SOC 2 Type II and GDPR ready, data on AWS Mumbai with per-tenant isolation. Your data never trains any shared model — contractually.

Put your agents to work

Give your CS team eight agents,
and their week back.

See the agents run on your own accounts. Book a 30-minute call with the founder — most teams are live within 48 hours.