---
title: "Retention Case Coordination"
section: "Agent store — Sales — Renewals"
canonical_url: "https://leverge.ai/agents/sales/renewals/retention-case-coordination"
category: "Sales"
process: "Renewals"
trigger: "Run on demand"
publisher: "Ailoitte Technologies Private Limited"
---

# 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.

## At a glance

- Business function: Sales
- Process: Renewals
- Runs: run on demand
- Run cost: 7 credits
- Uses a knowledge base: no

## What it needs

- **The case** (text brief) — What is happening with the account, what has been tried, and what the renewal position is.
- **Case settings** (form)

## How it works

1. Building the case file
2. Briefing team {{loop.index}} of {{loop.total}}

## What it returns

- **Case severity** (classification badge)
- **Who does what** (table of results)
- **What could lose this account** (flagged exceptions)
- **Team briefs — approve each individually** (table of results)

---

Source: https://leverge.ai/agents/sales/renewals/retention-case-coordination — Leverge