Take this into the demo
Customer Win-Back Agent: questions to ask
The nine questions
- 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.
- Does it send, or does it draft? Ask for the sentence on their page that says it acts on its own.
- 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.
- What does it do with the hard cases? Ask what it holds back for you, and what happens to what it cannot resolve.
- What is the cap, and what happens past it? Work out the bill at the volume you actually do, not at the included allowance.
- What is the unit? Per month, per user, per location, per minute, per credit or per resolved ticket.
- Who does the setup, and is it in the price?
- What happens to the changes it made when I stop paying? Some tools make changes that stay only while you subscribe.
- 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
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