Use Case 3: AI-generated Retention journey
2 min
Customer Problem
Admiral wants to reach out to existing customers prior to their insurance renewal date to help them secure the best price and prevent churn.
Business Goal
- Accelerate marketing workflows with CX Coworker and leverage AI to build a retention journey ready to publish
- Identifying customers due for renewal
- Try different content at pace
- Creating urgency through yearly price increase timeline
Experience Overview (What will the customer experience?)
You will ask CX Coworker to build an experience-driven retention journey combining:
- Audience qualification
- Decisioning
- Timed reminders via Email
The customer receives:
- A first email containing either a chance to win an Amazon voucher, or a price increase-related email
- A reminder if the customer has not renewed
What You Will Build (Technical Outcomes)
By the end of this lab you will have configured:
Capability | Outcome |
|---|---|
Company Knowledge | Train CX Coworker with Admiral knowledge |
MCP Servers | Access the MCP servers |
Plugins | Install the latest plugins available |
Skills | Browse and install the skills |
Prompt | Write a clear and precise prompt to generate the correct retention journey |