Subscription cancel & retain
Handles cancellation requests with a respectful save attempt — understands the reason, offers a relevant alternative, and processes or escalates the cancellation.
Runs on web, telephony.
Last updated 2026-06-25
The conversation flow
Subscription cancel & retain is a multi-step flow agent. Each box is a stage in the conversation; the agent moves along the labelled paths based on what the caller says.
How the agent opens
“I can help with your subscription. Before anything else — can I ask what's prompting the change today?”
How it works
- 1Understand reason
Acknowledge the request, look up the account, and capture {cancel_reason} without judgement.
- 2Save attempt
Make ONE relevant offer based on {cancel_reason} (pause, downgrade, fix). Be brief and genuine.
- 3Process cancellation
They still want to cancel. Respect it immediately, explain next steps, and transfer to billing_team to finalise.
Tools & integrations it uses
More Customer support templates
Frequently asked questions
What does the Subscription cancel & retain agent do?
Handles cancellation requests with a respectful save attempt — understands the reason, offers a relevant alternative, and processes or escalates the cancellation. On a call it can look up crm contact. You install it, connect your tools, and it's ready to take or make calls.
How does the Subscription cancel & retain agent handle a call?
It follows a guided flow: understand reason, save attempt, and process cancellation. Each step has its own instructions, so the agent stays on-track and hands off or ends the call cleanly.
What do I need to connect for the Subscription cancel & retain agent?
Connect HubSpot and Intercom so the agent can act during the call, then point a phone number or the web widget at it.
What channels and languages does Subscription cancel & retain support?
It runs on web and telephony, in EN. You can change the voice and language in the builder.
How quickly can I launch the Subscription cancel & retain agent?
Minutes. Install the template, connect your tools and number, test it in the browser, then publish, and new accounts get free signup credit to try it.
Launch the Subscription cancel & retain agent
Sign up free and get ₹300.00 in credit — no card required. Connect your number, pick a template, and go live in minutes.
