A regular buyer has stopped ordering; an automated discount may be the wrong response if the cause is a stockout or service failure.
First workflow from A$4,900 ex GST, with 12 months of support for the agreed implementation. Scope and pricing →
Exclude seasonal and one-off buying; honour contact permissions; no automatic discount; distinguish risk signal from known cause.
Bulk purchase; seasonal pause; account transfer; supplier outage; unresolved complaint; credit hold.
Uncertain inputs go to an assigned owner with the source, reason and next decision. Failed writes are reconciled before retrying, so a recovered connection does not create a duplicate order, payment or stock movement.
Eligible-account repeat rate; time to follow up; incremental contribution margin in a holdout test; false-positive tasks.
Sample representative work before the build, including difficult cases. Compare the same task mix after launch; include review, exception handling and system upkeep in the time used.
Map the first input, the final accepted result and who can approve it. Agree source systems, read/write access, rules, exception ownership and acceptance checks. Run representative normal, failure and recovery cases before expanding across teams.
Role-based access, separation of preparation and approval, versioned rules, an action history, duplicate protection, reconciliation, alerts and a named recovery owner. Private deployment or customer-controlled infrastructure can be scoped where needed. These are design requirements to validate, not an unsupported promise of perfect source data or regulatory compliance.
Specific answers to help you judge the fit, the information needed and the decisions your team keeps.
Use the account’s category-level order pattern, known seasonality and recent bulk purchases to define a reasonable review window. A one-off buyer should not be treated like a regular replenishment account. The flag identifies an unusual gap for investigation, not a confirmed intention to leave.
Start with order dates, stable account identifiers, product categories and enough history to see relevant buying patterns. Stock issues, support cases and credit status can improve the context if available. Missing or newly created account history should be marked as insufficient, rather than scored with invented certainty.
The proposed action should depend on the reason for review. A stockout may need an availability update, while an unresolved complaint needs service recovery. Contact permissions and account ownership apply. A discount is a commercial decision with a margin impact, not the default response to a delayed order.
We check whether the CRM supports creating or updating owned tasks with source links, due dates and outcome fields. If access is limited, an agreed export or review queue may be preferable. The important handoff is a useful task with context, not another unexplained risk score.
Track eligible accounts, completed actions and false-positive flags, then compare outcomes with an appropriate untreated or matched group. Separate ordinary repeat buying from any observed uplift. Contribution margin matters more than gross order value, and time saved preparing account reviews should be measured as a separate benefit.
The service failure is visible across tickets, late deliveries and refunds, but nobody owns the recovery.
Customer operations / service managerWorkflow designSee pipeline, exceptions & controls →Customers miss onboarding steps or renewals because requirements and responsibility sit in separate systems.
Maintenance / recurring service operatorWorkflow designSee pipeline, exceptions & controls →