Chases renewals, flags at-risk, surfaces upsell.
Works the renewal pipeline like the new-business pipeline. Chases stalled renewals, escalates at-risk accounts (silent customer, support tickets up, NPS down), surfaces upsell potential. Median renewal cycle drops 18 days; gross retention lifts where the agent runs.
No demo magic. Real actions, real audit trail.
Each action runs through the same engine your humans use: same routing rules, same approval policy, same audit log. The agent's name is on every record it touches.
The logic behind every action.
Not a black box. The decision rules are explicit, configurable, and surfaced on every action so the manager (and you) can trace the why.
Off-switch per agent. Always.
Every agent runs on a leash you set. Approval thresholds, dry-run mode, per-rep / per-account disable, audit trail, your call.
A real activity log.
Excerpted from a production tenant. Every line is signed, timestamped, and traceable to the action it represents.
The skills this agent calls.
Every agent is composed from the underlying CRM skills, the same ones your humans use. No private data path, no shadow record.
Common questions.
Asked by the people whose name goes on the renewal forecast.
Can the agent renew the contract itself?
Only if you let it. By default, every renewal close requires human sign-off. You can grant the agent close-autonomy for clean renewals (no discount change, no term change, AR clean). It'll generate the new Contract draft, route for e-sign, and close on signature.
How does the at-risk flag avoid false positives?
Combination of signals, not a single one. A spike in support tickets alone doesn't flag at-risk (could be onboarding noise); ticket spike + NPS dip + activity drop together does. Tune the signal weights per segment in settings.
What about contracts where the renewal owner is a CSM, not the original rep?
Configure Renewal.Owner default per Contract: original Rep, or AccountOwner (typically the CSM by then). Agent routes accordingly; the Rep gets read-only visibility on renewals they originated but no longer own.
Does this work for usage-based or consumption contracts?
Yes. For consumption contracts the agent additionally watches consumption trend. If consumption is below floor for N consecutive periods, that's an at-risk signal even with no other red flags. Renewal pipeline includes a 'projected consumption at renewal' field.
Run them together.
Agents share the same accounts and the same audit trail. Lead Scoring hands off to Deal Coach; Quote Approval hands off to Renewals.
Run the Renewals Agent on your own data.
Free to sign up. Live in 60 seconds. Walk every screen, work a test pipeline, invite the team. No credit card, no sales call.
Start freeOther products you might want
Enterprise CRM is one corner of the platform. Here's what else lives on the same stack.