Protect Revenue Before It Churns.

Vida’s Retention and Renewals Agent identifies risk, starts proactive follow-up, answers approved plan and billing questions, coordinates renewal or save actions, and records every outcome.

Turn Renewal Risk Into Retained Revenue

  • Trigger proactive outreach from renewal dates, inactivity, usage changes, or risk signals.
  • Coordinate voice, SMS, email, and chat across the renewal journey.
  • Answer approved plan, billing, term, product, and next-step questions.
  • Complete the renewal, apply an approved save path, or escalate with full context.
  • Track risk reasons, renewal status, retained revenue, churn, and handoffs.

Build Your Retention and Renewal Plan

In 20 minutes, map your risk signals, renewal windows, approved save paths, escalation rules, and retained-revenue outcomes.
As Seen On
Built for teams that need consistent renewal execution and earlier intervention on churn risk.

Retention and Renewals, Paid by Outcome

Define the result that matters—such as a completed renewal, saved account, resolved blocker, or qualified retention handoff—and pay for completed outcomes.
1

Set the Goal

Choose the result that matters, such as a completed order, new subscription, booked consultation, qualified opportunity, or warm handoff.
2

Pay Per Performance

Pay for agents that do the work and meet the agreed goal, not for time spent, random tokens, or simple activity.
3

Track Every Outcome

See what work the agent completed, escalated, or handed off so performance and cost stay clear.
Diverse group of people wearing headphones in circular portrait style

The Renewal Is Approaching. Start Before Risk Becomes Churn.

Vida’s Retention and Renewals Agent handles the repeatable work between a risk signal and a completed retention outcome, within your approved billing, term, offer, and escalation rules.

What AI Agent Can Do

  • Respond to shopping inquiries and abandonment events, 24/7. Cover after-hours demand, weekend shopping, and overflow across voice, SMS, email, and chat.
  • Qualify interest and route customers. Ask approved questions, capture relevant context, and route each person to the right product, program, subscription, or specialist.
  • Recover carts and unfinished checkouts. Follow up when a shopper leaves a treatment, supplement, subscription, or wellness purchase before completion.
  • Book, confirm, and recover consultations. Work through connected calendars to schedule product, sales, or care conversations, manage changes, and re-engage cancellations or no-shows.
  • Coordinate follow-up and sales handoffs. Keep the opportunity moving across marketing, ecommerce, sales, customer support, and care teams without losing context.
  • Provide concierge shopping assistance. Answer approved questions about products, subscriptions, pricing, shipping, and next steps; share secure links; and guide customers back to where they left.

Benefits of the Vida AI Agent OS

  • More completed orders. Put existing demand back into motion before it disappears into abandoned carts, unfinished forms, or unanswered questions.
  • Faster commerce follow-up. Start the approved workflow when an abandonment or inquiry event occurs, including after hours and during demand spikes.
  • Less manual chasing. Give repetitive outreach, qualification, booking, and order-status updates to an agent while your team handles conversations that need human judgment.
  • Controlled execution. Define what the agent can say, read, write, send, complete, and escalate. Keep sensitive health, payment, and clinical questions with the appropriate people.
  • Reviewable recovery operations. See what the agent attempted, completed, handed off, and recorded for each customer or opportunity.
  • Revenue recovery measurement. Track completed orders, new subscriptions, booked consultations, qualified opportunities, warm transfers, and follow-up completion.
Retention automation turns risk signals into completed renewals and saved customer relationships.
Get Started

Put an Agent on Every Renewal and Risk Signal

Each workflow begins with a renewal date or churn signal and ends with a documented retention outcome.

Vida AI Agent Workflows

Renewal Reminders

Start timely renewal conversations, collect the next action, and continue approved follow-up.

Churn-Risk Outreach

Respond to inactivity, usage changes, support signals, or account status before the customer leaves.

Approved Plan and Billing Answers

Answer routine questions about approved plans, terms, pricing, billing, and renewal steps.

Save Paths and Offers

Apply approved alternatives, offers, or service actions based on the customer’s situation.

Specialist Escalation

Route complex or high-value cases to the right owner with risk context and prior actions attached.

Retention Reporting

Track renewal status, risk reasons, retained revenue, save actions, churn, and escalation outcomes.

Vida AI Agent Features

Omnichannel Sales Communication

Coordinate voice, SMS, iMessage, email, and chat in one workflow. Move from a message to a call, or follow a call with a text, without losing context or patient information.

Automated Retry Cadences

Continue appropriate follow-up after unanswered calls, voicemail, dropped forms, and unfinished goals. Detect voicemail and leave a clear reason to respond.

Attended and Warm Transfers

Continue appropriate follow-up after unanswered calls, voicemail, incomplete intake, and unfinished goals. Detect voicemail and leave a clear reason to respond.

HIPAA Ready

Vida supports HIPAA-regulated use cases through designated HIPAA-enabled
configurations, ensuring your patient and client data stays secure.

Event-Triggered Outreach

Start outreach from form events, scheduling changes, CRM updates, APIs, or webhooks. Keep every action within configured hours, permissions, and escalation rules.

Goals, Metrics, and Reporting

Measure more than answered calls. Track completed intakes, booked appointments, recovered appointments, routing outcomes, follow-up activity, and conversion bottlenecks.

AI Retention and Renewals Agent FAQs

Common questions about automating renewal follow-up, reducing churn, and measuring retained-revenue outcomes.