CX teams can now play great offense too

Proactively re-engage, retain, grow and delight — with AI outreach powered by customer memory and intelligence

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

Design the ideal proactive experience

Pick the goal, audience, and proactive idea.

  • Goal and audienceRe-engage, retain, grow or delight. Alfred recommends segments with expected impact
  • Opportunity designChoose the signal, channel and customer context for each proactive moment
Proactive campaign goal and audience builder

Preview outreach

Review real outputs and verify guardrails.

  • Message PreviewSee personalized output per customer with memory and context filled in
  • Test Segment + GuardrailsSend to 10 first. Frequency caps, quiet hours and opt-outs verified
Proactive outreach preview and guardrail test

Launch outreach

Send now, schedule, or trigger in real time.

  • Multi-ChannelEmail, SMS, chat and WhatsApp in one launch path
  • Real-Time + ScheduledImmediate triggers, scheduled sends and recurring campaigns with guardrails enforced
Deploy

Multi-channel launch

Current campaign

A qualified segment is ready for scheduled and real-time outreach with frequency caps.

Delay recovery

Make-good before the ticket arrives.

Renewal save

Secure payment link for subscriber.

Cart return

Product-fit answer for return visit.

Policy edge

Review packet with source notes.

Next governed action

Send outreach, keep the owner visible, and write the result back.

Measure revenue

Track revenue, open rate, and campaign impact.

  • Campaign FunnelSent -> delivered -> engaged -> outcome
  • Revenue Attribution + CRM LoopDollar impact per campaign. Outcomes update memory
Analyze

Campaign impact dashboard

Saved customers
312

+18%

Tickets prevented
1.4k

before queue

Action quality
94

policy fit

Weekly movement
PreventedSaved
W1W2W3W4W5W6
Outcome mix
Action quality94
Memory quality92
Review needed8%
Truemed
Alex Sands

Alex Sands

General Manager

“Anytime we identify an issue - hey, we need some way to support this - the next day, Applied Labs has it built into the product. I just don't think you get that level of partnership with any other customer support tool.”

Read case studies

Works across the Applied agent family.

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

Support Agent

Resolve known issues with policy and queue control.

Save Agent

Reduce churn with governed retention tactics.

Conversion Agent

Respond to buying intent at the moment it appears.

Proactive Agent

Act on customer signals before they become tickets.

Choose the customer moments Applied should own first.

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

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