Take this into the demo

Customer Win-Back Agent: questions to ask

From The AI Agents Report by Iterategy · iterategy.com/research/ai-agents/jobs/customer-win-back-agent/

The nine questions

  1. Does an AI do this, or does a rule? If the answer is “when X happens it sends Y”, you are buying automation, and it should not cost AI prices.
  2. Does it send, or does it draft? Ask for the sentence on their page that says it acts on its own.
  3. Does it do it on its own on this plan, or on the one above? The setting that lets it act without you is often a tier up from the entry price.
  4. What does it do with the hard cases? Ask what it holds back for you, and what happens to what it cannot resolve.
  5. What is the cap, and what happens past it? Work out the bill at the volume you actually do, not at the included allowance.
  6. What is the unit? Per month, per user, per location, per minute, per credit or per resolved ticket.
  7. Who does the setup, and is it in the price?
  8. What happens to the changes it made when I stop paying? Some tools make changes that stay only while you subscribe.
  9. Who carries the legal side? For calling and texting customers, ask who handles consent and opt-outs.

What to check for this job

  • Results depend on the customer list you already have. Every vendor assumes a clean list with phone numbers, emails and consent, and none says what happens when it is stale.
  • Texting or calling a dormant list is regulated like cold calling. Ask how it handles quiet hours, opt-outs and consent records.
  • Most are a done-for-you service sold through a sales call: 11 of the 13. Many charge a share of revenue or per booking, so ask for the full terms in writing.
  • An automated “we miss you” blast is not an agent. The products here call and text through the list and handle the replies.
  • In reviews, getting out of the contract is the complaint that comes up most.

Notes

The AI Agents Report · Iterategy How we did this · Download the data · Report a correction · What changed