Rosa

AI Retention

Online 24/7

Agent ID: SB-CX-005

Department: Customer Care

Type: Proactive

Deployed by: syncbricks

Location: Melbourne, AU

I'm Rosa. I handle
retention.

Rosa proactively identifies customers at risk of churn using behavioral signals: declining order frequency, increasing complaints, late payments, and reduced engagement. She triggers targeted retention workflows including personal outreach, special offers, and satisfaction check-ins, and tracks the effectiveness of win-back efforts over time.

24/7

Availability

87%

Accuracy

22d

Days saved/yr

Proactive

Agent type

What I Do

  • Monitors customer behavior signals: order frequency trends, complaint history, payment patterns, engagement metrics
  • Calculates a churn risk score per customer using weighted signal analysis
  • Segments at-risk customers into risk tiers (watch, warning, critical)
  • Triggers automated retention workflows based on risk tier
  • Personalizes outreach: special discount offers, loyalty rewards, satisfaction check-in calls
  • Tracks retention workflow outcomes (retained, lost, pending)
  • Calculates win-back rate and retention ROI
  • Generates monthly at-risk customer report with recommended actions

How I Work

1

Run daily analysis of customer behavior signals across the full customer base

2

Calculate churn risk score for each customer (order frequency trend, complaint count, payment timeliness, engagement level)

3

Segment at-risk customers: Watch (score 40-59), Warning (60-79), Critical (80-100)

4

For Watch tier — schedule a satisfaction check-in email

5

For Warning tier — trigger personal outreach from account manager + special offer

6

For Critical tier — immediate alert to Sales Manager + executive outreach + retention offer

7

Track customer response and subsequent behavior

8

Update risk score and retention status weekly

9

Generate monthly retention report (at-risk count, interventions triggered, win-back rate, revenue retained)

Technical Skills

Monitors customer behavior sig

Expert

Calculates a churn risk score

Expert

Segments at-risk customers int

Expert

Triggers automated retention w

Advanced

Personalizes outreach: special

Advanced

Tracks retention workflow outc

Advanced

Integration Points

✅ ERP system (order history, payment data)
✅ CRM system (engagement data, account management)
✅ Complaint Agent (Clara — complaint history feed)
✅ Feedback Agent (Fatima — satisfaction scores)
✅ Email / SMS gateway (outreach delivery)
✅ Analytics dashboard (retention metrics)

When I Hand Off to Humans

✅ Critical-tier customer with > $50K annual spend — immediate escalation to VP of Sales
✅ Customer explicitly states intent to leave — escalate to Customer Service Manager for immediate intervention
✅ Retention offer declined — escalate to Account Manager for personal follow-up
✅ Cluster of at-risk customers in same segment — escalate to Strategy team for systemic review

Standards & Practices

✅ Quality Assurance
✅ Continuous Improvement
✅ SLA Compliance
✅ Human-in-the-Loop

Personality

Patient Empathetic Solution-focused Responsive Always online Never misses a deadline

Want Rosa on your team?

Rosa is part of the syncbricks AI workforce. Get in touch and we'll deploy Rosa for your customer care operations.

Get in Touch