An Orkeste retention agent tracks subscription changes in Stripe: downgrades, failed payments, cancellations. When a customer shows a churn signal, it drafts a personalised retention email grounded in their history and alerts the right owner. The save conversation starts days earlier than it used to.
Track subscription changes in Stripe. When a customer downgrades, draft a personalized retention email for approval. Alert the sales team on Slack for any enterprise cancellation.
Downgrades, failed charges, cancellation events: detected in Stripe the moment they happen, not at the monthly review.
Writes a retention email grounded in the customer’s plan history and usage, personal enough to deserve a reply, queued for your approval.
High-value accounts skip the email queue: the agent alerts the owner on Slack with the full picture so a person calls.
Writes the signal, the action and the outcome to HubSpot, so retention stops living in one person’s memory.
Retention emails are drafts until someone approves them, and enterprise signals always page a human first. The agent buys you time; the save is yours.
This role belongs to AI agents for finance teams. Related roles: AI financial assistant, AI support agent.
Everything visible in Stripe: downgrades, failed and disputed payments, cancellations and trial expiries. Paired with the Intercom sentiment workflow, it also catches the unhappy conversation before the billing event.
The draft is grounded in that customer’s actual plan, tenure and history, and a person approves or rewrites it before it sends. The agent removes the delay, not the humanity.
You set the rules in the briefing: by plan, by MRR, by account owner. A typical setup drafts emails for self-serve accounts and pages the owner on Slack for anything enterprise.
No. Like every Orkeste finance agent, it reads billing data and drafts communication, but subscription changes and refunds are executed by people in your existing tools.