Recognise complaint risk before a valuable customer leaves.
Prioritise repeated friction, vulnerability and unresolved commitments with complete context.
Protects revenueThe everyday problem
Repeated contacts look like separate tickets while customer value, prior promises and regulated complaint rules sit elsewhere.
Human decision
Authorised complaint, product and relationship staff decide response and remediation.
- 01
Input
Customer contact history, unresolved commitments, product context, value and complaint indicators.
- 02
Give instruction
Identify complaint and retention signals, summarise facts and route the next decision. Do not provide regulated advice.
- 03
Agent works
Authorised CRM, service, policy and communication records.
- 04
Human decision
Authorised complaint, product and relationship staff decide response and remediation.
Expected impact
Prioritise repeated friction, vulnerability and unresolved commitments with complete context.
What to measure
Revenue retained; repeat contacts; complaint escalation; unresolved commitment age.
The Operations Director needs valuable customers protected without creating conduct risk through rushed responses.
SME
One accountable owner reviews the evidence and proposed action before the business commits.
Enterprise
Confirm source permissions, regional owners, approval limits and system actions during scoping.
Input
Customer contact history, unresolved commitments, product context, value and complaint indicators.
OutputWaiting for draft
Complaint and retention brief
Six high-priority relationships identified; evidence gaps and owners recorded; no advice issued.
No external actions have been taken.
Illustrative workflows. Tool availability, access and configuration require validation.