Post retention note to support ticket on cancel intent
Post retention note to support ticket on cancel intent
Your cancel-intent tickets lack subscription context, leaving agents without tier, credit, or order info. The workflow supplies a ready retention note so agents can reply accurately within minutes.
Workflow preview:
Zap details:
Overview
When customers signal they want to cancel, agents often scramble for subscription details and lose chances to recover value; this workflow injects a tailored retention note directly into the ticket so reps know what to offer. The result is faster, consistent replies and preserved credits and tier context within minutes.