Everything your CS team needs.
Nothing they have to do manually.
RetainAI — The CS Assistant That Lives in Your Workflow
Ask anything about your accounts. Get answers on the platform or in Slack — and act instantly.
What do you want to know?
⚠️ Accounts at risk
📊 Generate a QBR
🔼 Upsell signals
📋 Summarise accounts
📅 Renewals in 45 days
📧 Draft renewal email
🎯 Run a playbook
📈 NRR this quarter
🔍 Why is Acme at risk?
AI active · 3 flags need attention today
Get answers to all your questions about customers
Pre-built prompts for every CS workflow — risk, renewals, upsell, QBRs, and more.
Get answers on the platform or on Slack
Works wherever your CS team already is — no new tab, no new tool.
New Message — AI Draft
To
james@acmecorp.com
✦ AI drafted
Sub
Checking in — Acme Corp renewal
Hi James, I wanted to reach out ahead of your June 14 renewal. Usage has dipped recently — happy to jump on a quick call. Does Thursday work?
P
Acme Corp QBR · Q4 2025.pptx
Create emails, QBRs and custom reports on the fly
From a single prompt — a ready-to-send email or a full QBR deck, in seconds.
Agent Builder — Turn a Prompt into a Running Workflow
Describe the task. RetainSure builds it, runs it, and handles the communication.
Describe what your agent should do
Renewal alerts 45 days before contract end
Describe in plain English — RetainSure builds the workflow and runs it automatically.
Build Agent
Build custom agents via a simple prompt
Describe the task in plain English. No workflows to configure, no code to write.
Run on schedule or at a specific trigger event
Set the agent to fire on a date, a renewal window, a usage drop, or any data signal.
Acme CorpSent
Hi Sarah — Acme Corp renews in 42 days. Usage is down 38% — flagging now.
To: sarah@retainsure.com · Slack + Email
Pulsar.ioSent
Hi Rohan — Pulsar.io renews in 28 days. Strong NRR at 118%. Good time to discuss expansion.
To: rohan@retainsure.com · Email
NorthstarQueued
Renewal in 45 days · Alert scheduled · Awaiting CSM review before send.
To: priya@retainsure.com · Pending
Do personalised customer communication at scale
Every alert is tailored to the account — name, renewal date, risk reason, CSM owner.
Account View — See the Health of Every Account, Instantly
Health, risk, upsell and sentiment — all in one live view, updated every day.
Account
Health
Churn %
Explanation
MRR
Acme Corp
Enterprise · 42 seats
At Risk
55.0%
Usage drop...▾
$1,897
Pulsar.io
Growth · 14 seats
At Risk
55.0%
Login drop...▾
$2,743
Orbit Analytics
Enterprise · 31 seats
At Risk
51.5%
Engagement...▾
$2,967
Northstar Inc
Growth · 18 seats
Stable
49.9%
Stable trend...▾
$690
Bluewave Labs
Startup · 9 seats
Stable
49.7%
Plan usage...▾
$1,903
Depict AI
Startup · 7 seats
Stable
32.6%
Healthy NRR...▾
$989
See every account's health at a glance
Churn risk, upsell score, sentiment and MRR — all in one table, updated every day.
Filter by any signal, instantly
Set rules on churn risk, sentiment, MRR or plan — the table updates in real time.
Acme Corp
⚠ Churn Risk
55%
Churn risk score
Why flagged
Login count dropped 929 → 563 over last 30 days
Open rate collapsed 39.7% → 7.5% — campaigns failing
No champion login in 18 days — gone quiet
Upsell
28%
Sentiment
Negative
MRR
$1,897
View full account overview
Open account →
Know exactly why an account is at risk
AI-written explanations for every churn score — not just a number, but the full story.
Account Overview — Go Deep on Any Account, Without Digging
One view per account — risk, upsell, activity and AI chat, all in one place.
Risk & Opportunity
⚠ Churn Risk
89%
Login count dropped 929 → 563 over last 30 days
Open rate collapsed 39.7% → 7.5% — campaigns failing
Click rate fell 93.2% → 0.2% despite more campaigns sent
View full details →
Upsell Potential
12%
Low signal
Sentiment
-0.11
Negative
Churn risk, upsell potential, and sentiment score in one view
AI-scored across every account daily — with the exact reasons behind every number.
AI-generated account health summary updated every day
Metrics, tasks, notes, communications and tickets — everything about an account in one place.
Why is churn risk so high for Verda Health?
RetainAI · Verda Health
Verda Health is at 89% churn risk based on 3 critical signals over the last 30 days:
Login count dropped from 929 to 563 — platform engagement falling fast
Email open rate collapsed from 39.7% to 7.5% — campaigns not landing
Click rate fell 93.2% → 0.2% despite more campaigns sent
Ask about Verda Health...
Built-in AI chat to ask anything about any account instantly
Ask about risk, history, communications or next steps — answers grounded in this account's data.