An Orkeste retention agent checks your Stripe subscriptions and payments on a schedule: failed payments, past-due subscriptions, subscriptions set to cancel. When a customer shows a churn signal, it drafts a retention email based on their plan and history and alerts the right owner.
Every morning, check Stripe for failed payments and subscriptions set to cancel. Draft a personalised retention email for approval, add a note to the contact in HubSpot, and post high-value accounts to #sales on Slack.
Failed payments, past-due and cancelling subscriptions, checked in Stripe every morning instead of at the monthly review.
Writes a retention email based on the customer’s plan, tenure and recent exchanges, personal enough to deserve a reply, queued for your approval.
High-value accounts skip the email queue: the agent alerts the owner in Slack with the full picture so a person calls.
Adds a note to the HubSpot contact with the signal and the action taken, so retention stops living in one person’s memory.
Retention emails are drafts until someone approves them, and high-value signals go to a person first. The agent buys you time; the save is yours.
What Stripe shows: failed payments, unpaid invoices, past-due subscriptions and subscriptions set to cancel. With Intercom connected, the agent can also read recent conversations for unhappy customers.
The draft is based on that customer’s actual plan, tenure and history, and a person approves or rewrites it before it is sent. The agent removes the delay, not the humanity.
You set the rules in the briefing: by plan, by amount, by account owner. A typical setup drafts emails for self-serve accounts and alerts the owner in Slack for the largest ones.
No. Like every Orkeste finance agent, it reads billing data and drafts communication; subscription changes and refunds are done by people in your existing tools.