PROACTIVE AGENT

Act before the customer has to ask.

Turn operational signals — delays, failed payments, churn risk — into timely outbound conversations that resolve the problem early.

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✓Signal-to-action automation

✓Frequency caps enforced

✓Full campaign attribution

✓90-day opt-out

✓Outcome-based pricing

✓Unlimited seats

Applied Assurance→

From signal to closed loop.

Detect

Delay, churn, buying intent, or queue risk appears.

Signal detectedFailed payment · Retry 2 of 3

Risk: High churn

Remember

Memory adds value, history, consent, and prior outcomes.

Kate Wang · 8 monthsVIP · payment failed twice

Prior outcome: Rescued

Govern

Policy limits who gets which action.

Policy check Passed

Freq cap

Consent

Hours

Learn

The result writes back to memory and analytics.

Outcomes update memory and analytics

See this loop on your own workflows→

Reach out before the problem arrives.

DESIGN

Design the ideal proactive experience.

Pick the goal, audience, and proactive idea.

✓Goal and audience Re-engage, retain, grow or delight. Alfred recommends segments with expected impact.
✓Opportunity design Choose the signal, channel, and customer context for each proactive moment.

SUGGESTED OPPORTUNITIESGOAL · DELIGHT

VIP anniversary gifts86 customers · est. $8,200 retention value

Personalize & launch

Post-purchase care kits34 customers · est. $2,800 cross-sell

Personalize & launch

Holiday early access142 customers · est. $12,400 revenue

Personalize & launch

Segments recommended with expected impact

TEST

Preview outreach.

Review real outputs and verify guardrails.

✓Message Preview See personalized output per customer with memory and context filled in.
✓Test Segment & Guardrails Send to 10 first. Frequency caps, quiet hours, and opt-outs verified.

MESSAGE PREVIEWTEST SEGMENT · 10

We thought you’d love one of these for your next kitchen upgrade.

Heritage Dutch Oven$1894.8

View product

Stoneware Baker$644.9

View product

Frequency cap

Quiet hours

Opt-outs

DEPLOY

Launch outreach.

Send now, schedule, or trigger in real time.

✓Multi-Channel Email, SMS, chat, and WhatsApp in one launch path.
✓Real-Time + Scheduled Immediate triggers, scheduled sends, and recurring campaigns with guardrails enforced.

OUTREACH CHANNELS

EmailScheduled Live

SMSReal-time Live

WhatsAppReal-time Live

CAMPAIGN GUARDRAILS

Frequency cap · 1 per week

Quiet hours enforced On

IMPROVE

Measure revenue.

Track revenue, open rate, and campaign impact.

✓Campaign Funnel Sent → delivered → engaged → outcome.
✓Revenue Attribution & CRM Loop Dollar impact per campaign. Outcomes update memory.

DELIVERY97%across channels

ENGAGEMENT34%opened + replied

RETENTION+29%vs. no outreach

CAMPAIGN FUNNEL

Messages delivered97%

Customer engaged34%

Resolved proactively22%

One agent in a team of specialists.

Support resolves the queue. The rest of the family grows revenue, saves customers, and prevents the next ticket — all sharing the same memory.

RESOLVE

Resolve the issue — not just deflect.

Automate 70%+ of support tickets with a 90%+ CSAT — complex workflows completed end to end in your systems.

Support Agent→

RETAIN

Reduce churn with personalized offers.

Find the reason to stay — improve save rate without handing out discounts the customer didn't need, and verify every save in billing.

Save Agent→

CONVERT

Turn buying intent into purchases.

Spot buying intent inside conversations, remove the friction, and complete the purchase — measured in your commerce system.

Conversion Agent→

PREVENT