Renewal risk review
Renewals scored with support history, payment problems and product usage, and a plan for each account at risk.
Chat
Connected apps.
Connect each one once. You sign in on the app's own screen, and you can disconnect any time.
HubSpot
Zendesk
Stripe
PostHog
Gmail
Slack
An example run.
What the agent does, step by step, after you ask. This is an illustration; your results depend on your own data.
Renewal risk review
hubspot.search_deals14 renewals due within 60 daysDonezendesk.search_tickets4 accounts have unresolved tickets older than a weekDonestripe.list_invoices2 accounts had failed paymentsDoneposthog.query_eventsWeekly active users fell 40 percent at 3 accountsDonehubspot.update_dealRisk score and reason written to each renewalWaits for yougmail.create_draftCheck-in drafted for each account at riskDoneslack.post_messageRisk list sent to each account ownerWaits for you
You stay in control.
Looking things up is automatic. Anything that changes something waits for you, and every step is logged.
Runs on its own
- 14 renewals due within 60 days
- 4 accounts have unresolved tickets older than a week
- 2 accounts had failed payments
- Weekly active users fell 40 percent at 3 accounts
- Check-in drafted for each account at risk
Waits for your approval
- Risk score and reason written to each renewal
- Risk list sent to each account owner
How it works.
Connect your apps
HubSpot, Zendesk, Stripe, PostHog, Gmail, Slack. Setu keeps the sign-in secure and never shows your passwords to the agent.
Ask, or set a trigger
Run it every monday at 8:00. You describe the job in your own words.
You stay in control
Reading is quick. Anything that writes or deletes can wait for your approval, and every step is logged.
More for sales.
-
Sales
Rescue quiet deals
“Which deals have gone quiet, and what should I do about each?”
Every stalled deal diagnosed from its history, with a tailored next step and a draft written for the contact.
Every Monday at 9:00
-
Sales
Call to CRM, completely
“Log my call with Acme and set up what happens next.”
Notes, deal fields, next steps, tasks and a thank-you email, from one call, without opening the CRM.
When a call ends
-
Sales
Score, enrich and route inbound leads
“Handle the new leads from the pricing form.”
Every lead researched, scored, assigned by territory and, if it's a strong fit, offered a meeting within minutes.
When a form is submitted
Give your agent real hands.
Connect an app, hand your agent the tools, and watch it finish the job.