Customer supportMulti-step flowGlobalEnglish

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.

Use this template Install free · connect your tools · go live

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.

accepted offerstill cancellingUnderstand reasonStartSave attemptStepProcess cancellationStepEnd callWonderful — I'm glad we cou…

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

  1. 1
    Understand reason

    Acknowledge the request, look up the account, and capture {cancel_reason} without judgement.

  2. 2
    Save attempt

    Make ONE relevant offer based on {cancel_reason} (pause, downgrade, fix). Be brief and genuine.

  3. 3
    Process 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.

₹300.00 free credit on signup

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.