Act before customers have to ask

Applied watches customer signals, applies your rules, and launches outreach, save, routing, or handoff workflows.

A customer checking timely proactive support on a phone near a window

From signal to closed loop.

01

Detect

Delay, churn, buying intent, or queue risk appears.

02

Remember

Memory adds value, history, consent, and prior outcomes.

03

Govern

Policy limits who gets which action.

04

Learn

The result writes back to memory and analytics.

Own every proactive action.

Signals, rules, owners, and outcomes stay explicit across recovery, retention, conversion, and routing.

Action control log

Every proactive action keeps its signal, owner, policy state, and outcome visible.

Signals live
18
Rules active
42
Owners ready
6
Action lanes
Recovery / retention / conversion / routing
Delay recovery

Make-good before the ticket arrives.

Renewal save

Secure payment link for high-value subscriber.

Cart return

Product fit answer for qualified return visit.

Memory prompt

Personalized follow-up from prior conversation.

Policy edge

Review packet with eligibility and source notes.

Priority route

Owner assigned with context and next step.

Queue deflect

Status update sent before duplicate contact.

Governed from signal to action.

The agent qualifies the moment, checks memory and policy, then acts or hands off.

Applied agent

Retention workflow ready

A failed renewal payment just appeared for a high-value subscriber. I checked memory, policy, and approval limits before sending the next step.
Memory
VIP subscriber. Prior save accepted after a billing delay.
Policy
Eligible for one proactive credit under loyalty guardrails.
Approval
Below threshold. No manager exception needed.
Approved action

Send save offer with secure payment link

Measure what changed.

Track action quality, saved customers, prevented tickets, and memory quality in analytics.

Outcome analytics

Saved customers, prevented tickets, action quality, and memory quality update by week.

Saved customers
312
Tickets prevented
1.4k
Action quality
94
Customer impact
PreventedSaved
Area chart showing saved customers and prevented tickets over the last six weeks.
Quality trend
ActionMemory
Line chart showing action quality and memory quality over the last six weeks.

Works across the Applied agent family.

Use the same context and controls across support, save, conversion, and help desk workflows.

Choose the customer moments Applied should own first.

Detect signals, choose governed actions, and hand off with memory.

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