AI Renewal Risk Summariser

WHAT IT DOES

The AI Renewal Risk Summariser transforms customer subscription data, usage patterns, support interactions, and payment history into a clear, actionable renewal risk assessment. The agent analyzes the provided information and produces a structured summary that includes: an overall renewal risk level (low/medium/high/critical), key risk indicators with specific metrics and thresholds (e.g., usage decline percentage, support ticket volume and resolution trends, payment delinquency history), a customer health score with trend analysis, and recommended retention actions ranked by potential impact. The output highlights the most critical factors driving risk, surfaces early warning signals, and provides specific, actionable recommendations for customer success teams, account managers, and sales leadership. It handles various subscription models including SaaS, annual contracts, and usage-based pricing, and can incorporate engagement metrics, feature adoption, and customer feedback when provided. The summary is designed for quick review during renewal preparation, account reviews, and portfolio risk assessments.

HOW TO USE

Open the agent in BotSurf by searching for "AI Renewal Risk Summariser" or navigating to the slug directly. Paste your API key once — it stays local and is never transmitted to us. In the input box, describe the customer's subscription details (plan type, contract value, renewal date), usage patterns (login frequency, feature usage, consumption trends), support interactions (ticket volume, resolution times, satisfaction scores), and payment history (on-time payments, late payments, payment method changes). Press the "Summarise Renewal Risk" button. Within seconds, you receive a comprehensive risk summary with a clear risk level, key indicators, and prioritized retention recommendations. Copy the output, paste it into your CRM, share it with your customer success team, or use it to guide renewal conversations. No complex configuration, no data integration — just describe and receive.

WHAT IT SENDS

The agent sends exactly the text you type or paste into the input box — nothing more, nothing less. It does not access your CRM, billing system, support platform, or any external data sources. It does not scan your customer database, read your analytics, or examine your browser beyond the explicit input provided. It does not store, log, or retain the content of your requests for any purpose beyond generating the immediate response. Usage logs record only: timestamp, user ID, run count, and success/failure status — never the customer details, subscription data, usage metrics, support history, payment information, or risk recommendations. All content is transmitted over TLS and discarded immediately after the response is delivered. Billing is based purely on the number of "Summarise Renewal Risk" button presses (runs), capped at 100 per month per subscription. No request content is used for model training, analytics, or any secondary purpose. This is an auditable boundary: your customer data stays yours.

SUBSCRIPTION

$19.99 per month. Includes a 7-day free trial — no credit card required to start. Each month gives you 100 generation runs, enough for daily customer reviews, portfolio assessments, or batch risk analysis. Unused runs do not roll over. Cancel anytime from your BotSurf subscription dashboard — no questions, no penalties. After cancellation, you retain access until the end of your current billing period.

THE PANEL

Drag the panel anywhere on your screen. Snap it to the left, right, or bottom edge for side-by-side work. Collapse it to a small bubble icon when you need focus. Press Escape to close the panel instantly. All state is saved per session — your input text and API key remain until you clear them.

PLEASE NOTE

This agent assists with risk assessment and analysis; it does not replace financial due diligence, customer relationship judgment, or strategic decision-making. AI can produce incorrect, incomplete, or biased assessments — always verify any risk summary that influences retention strategies, contract decisions, or revenue forecasting. For regulated sectors (finance, insurance, healthcare), treat this output as a starting point for internal review, not as professional financial or investment advice. The final retention decisions must be approved by your authorized personnel and, where appropriate, reviewed by relevant stakeholders. No liability is accepted for losses arising from reliance on generated content.