AI AGENTS
Support-sentiment escalation into a renewal save play
When a support ticket signals frustration on an account near renewal, an agent links the ticket to the deal, drafts a recovery offer plus a CSM talk track.
How it runs
The automated pipeline, trigger to output.
- TriggerNew negative or high-priority Zendesk ticket arrivesZendesk
- ActionLook up renewal date and value in HubSpotHubSpot
- LogicExit unless the account is near renewal and at risk
- ActionDraft recovery offer and CSM talk track to the HubSpot dealHubSpot
- OutputEscalate to the CSM in Slack with the full briefSlack
What it does
Connects support friction to renewal risk. When a negative or escalated ticket arrives, the agent checks whether that account is approaching renewal and, if so, drafts a save play: a recovery offer plus a talking-points brief for the CSM that references the actual support issue.
When to use it
Use it when angry tickets and approaching renewals are tracked in separate tools and nobody connects them until it's too late. Great for teams whose churn is driven by unresolved support pain rather than price.
How it works
- 1A new high-priority or negative-sentiment ticket in Zendesk triggers the flow.
- 2The agent looks up the account's renewal date and value in HubSpot.
- 3If renewal is far out or the account is healthy, it exits without noise.
- 4For near-renewal accounts it drafts a recovery offer plus a CSM talk track tied to the ticket details.
- 5It writes the offer back to the HubSpot deal as a note and risk flag.
- 6It escalates to the CSM in Slack with the ticket, offer, and talk track in one message.
Set it up
What you configure once, before turning it on.
- 1Connect ZendeskTickets, queues, knowledge base.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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