Act before customers have to ask

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

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

Turn live signals into governed action.

Detect the moment

Delays, churn risk, cart intent, and queue changes become action signals.

Attach context

Orders, profiles, conversations, and policies travel with the workflow.

Check rules

Eligibility, offers, channels, and approvals decide what can happen.

Act or hand off

Send, save, route, create a task, or transfer with notes ready.

Own every proactive action.

Signals, rules, owners, and outcomes stay explicit.

Proactive agent control model across recovery, retention, conversion, and routing workflows.
Control	Recover	Retain	Convert	Route
Trigger	Delay, failure, outage, missed SLA	Cancel intent, failed billing, plan fatigue	Cart return, buying question, sales fit	Stalled task, priority account, policy edge
Audience	Affected customers	At-risk accounts	Qualified prospects	Internal owners
Channel	Email, SMS, chat, voice	Portal, chat, email	Site, SMS, chat	CRM, help desk, Slack
Guardrail	Make-good limits	Offer eligibility	Margin and inventory	Approval threshold
Owner	Support operations	Retention	Revenue	CX leadership
Outcome	Prevent avoidable tickets	Save recoverable customers	Move demand forward	Hand off with context

Governed from signal to action.

Qualify, check policy, act, and log the result.

Reach out only when the rules pass.

Authority: What the agent may do
Eligibility: Who receives the action
Escalation: When a human takes over

1Signal

Moment detected

A live event qualifies for review.

2Policy

Rules applied

Eligibility and policy are checked.

3Action

Workflow launched

The approved action runs.

4Handoff

Human ready

Escalate with context when needed.

5Review

Audit captured

Reason, owner, and outcome are logged.

Measure what changed.

Track action quality, not outreach volume.

Qualified actions

Eligible, approved, blocked, and escalated.

Accepted offers

Recovery, retention, and conversion uptake.

Tickets prevented

Issues resolved before queue pressure.

Handoff quality

Context, owner, and next step quality.

Works across the Applied agent family.

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

Support Agent

Resolve known issues before they hit the queue.

Save Agent

Catch churn signals while there is still time to act.

Conversion Agent

Respond to buying intent at the moment it appears.

Help desk + CRM

Log actions, owners, and context for the team.

Trusted by millions of customers