Retain customers via WhatsApp before they cancel

You identify at-risk customers from your CRM, send them a personalized offer via WhatsApp, and your team closes the retention in the inbox. An agent reaches 30 by phone per day; via WhatsApp, 300.

Without automation

Customers cancel without warning. Many cancellations leave no signal in your system until it is too late. Without a proactive retention process, each lost customer is recurring revenue walking away. And by phone, your team can only reach a handful of customers a day.

Example conversation: Retention offer

How you build it in CX Inbox

1

You identify at-risk customers

You export from your CRM customers with churn signals: inactivity, recurring complaints, or overdue balance.

2

You configure the retention campaign

In CX Inbox you create a personalized template with an offer: discount, upgrade, or exclusive benefit with variables.

3

You send the segmented campaign

You upload your at-risk contact list and CX Inbox sends the personalized template to each one.

4

The bot handles initial responses

You configure a flow that explains the offer, answers common questions, and pre-qualifies customer interest.

5

Your retention team closes

Conversations with real interest arrive in the retention team's inbox for negotiation and closing.

Features you use

Flow bot

You configure the retention flow: present offer, resolve doubts, and pre-qualify interest automatically.

HTTP tools

You connect your CRM to apply discounts, check history, and log the retention in real time.

Multi-agent inbox

Your retention team receives conversations with real interest and full context for negotiation.

Segmented campaigns

You send personalized offers with variables to specific segments of at-risk customers.

Design this bot free — no code

Pick a template, customize it by answering questions, and test it in a live WhatsApp preview. No account, no card.

Design this bot free

Other use cases

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