Lifecycle Agent OS
3 of 4 agents active · 42 actions today
Acquisition Agent
activeMonitors lead signals across paid, organic, and CRM sources. Scores and routes inbound leads, triggers nurture sequences, and alerts sales on high-intent activity.
- Lead captured from Meta Ads
- Demo page visited 2× in 7 days
- ICP match score > 80
- MQL threshold crossed
- Enroll in nurture sequence
- Assign lead to AE
- Send Slack alert to sales
- Update HubSpot lifecycle stage
Assigned 3 leads to AE based on ICP score
Onboarding Agent
activeTracks activation milestones and guides new customers to value. Detects stuck onboarding, triggers check-ins, and escalates when activation drops below threshold.
- Trial started
- Trial → Paid conversion
- No login in 3 days post-signup
- Key feature not used in 7 days
- Send activation email
- Trigger onboarding sequence
- Schedule CSM check-in
- Update CRM milestone
Triggered onboarding sequence for Initech LLC
Retention Agent
activeMonitors engagement drops, cancellation signals, and health score degradation. Triggers save flows, CSM alerts, and win-back campaigns before customers churn.
- No login in 14 days
- Cancellation intent detected
- Health score < 40
- Support tickets > 3 in 7 days
- Trigger save flow email
- Alert CSM immediately
- Prepare discount offer
- Suppress marketing cadence
Flagged Weyland Corp for CSM intervention (cancel intent)
Revenue Agent
pausedSurfaces expansion opportunities and manages payment failure recovery. Monitors usage limits, detects expansion signals, and routes upsell conversations to AEs.
- Usage > 90% of plan limit
- Payment failed
- Manual expansion signal
- High NPS response received
- Send expansion email
- Notify AE for upsell call
- Trigger payment recovery flow
- Update opportunity in CRM
Queued expansion email for Initech LLC