Sales / Renewals Live
Retention Case Coordination
Open a retention case for an at-risk account and get each team briefed on their part — the same facts, different asks, all held for approval before anything goes out.
- Run on demand
- ~7 credits per run
- v1.0.0
What does Retention Case Coordination do?
Retention Case Coordination is a production AI agent in the sales section of the Leverge agent store, built for the renewals process. Open a retention case for an at-risk account and get each team briefed on their part — the same facts, different asks, all held for approval before anything goes out. It runs on demand, works through 2 steps and returns 4 outputs, including case severity.
What it needs
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The case
What is happening with the account, what has been tried, and what the renewal position is.
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Case settings
What it does
- Building the case file
- Briefing team {{loop.index}} of {{loop.total}}
What you get back
- Case severity
- Who does what
- What could lose this account
- Team briefs — approve each individually
After each run it asks: “Would you run the case this way?”
When it runs
Run on demand
Oversight
Runs under scoped, least-privilege credentials with every action written to an audit log. Anything that moves money, alters a contract or reaches a customer requires human approval before it executes.
Renewals
Other agents in renewals
Pipeline, proposals, renewals and the CRM hygiene underneath them
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Customer Record Anomalies
Find the records that do not make sense together — a plan that does not match its price, seats above what was sold, a renewal date that has already passed.
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Licence Reconciliation
Reconcile what was sold, what is provisioned, and what is invoiced — and find the accounts where those three do not agree.
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Renewal Escalation Routing
Check a renewal against what renews on standard terms, and route anything non-standard to the level that can actually approve it.
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Renewal Feedback Insights
Read what customers said at renewal — those who stayed and those who left — and find what actually drove each decision rather than what was easiest to record.
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Renewal Proposal Builder
Pick an account renewing soon and get a renewal proposal drafted with the uplift maths shown, the likely pushback anticipated, and your negotiation room stated plainly.
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Renewal Risk Prioritization
Rank the accounts renewing soon by how likely the renewal is to slip, with the evidence behind each ranking and where the owner should start.
Next Step
Deploy Retention Case Coordination, or adapt it
It runs as-is against the inputs above. Most deployments diverge — a different source system, a different tolerance, a different approval path. A 30-minute technical call establishes which.