Retention
On demand
Entitlement Explainer Agent
Make customer rights clear.
Explain what a customer's plan includes and how any agreed exceptions apply.
Explain Cedar's audit-export entitlement.
- Read Plan catalogue v7
What it does
Explain what this customer's agreement actually includes.
Explain what a customer's plan includes and how any agreed exceptions apply. Built for support agents and account managers.
Find the effective terms
Provide the customer's plan, agreement and the feature or allowance they are asking about. Signed exceptions and feature history can clarify what this customer's plan includes.
Explain available rights
Check the terms that apply to that customer and explain them in everyday language.
Resolve conflicting evidence
Get an answer draft with the relevant terms and any uncertainty for the account owner.
How it works
Explain what a customer's plan includes and how any agreed exceptions apply. Built for support agents and account managers.
- Approved documents and context
- Contract precedence and effective dates Versioned capability catalogue Optional: signed amendments and approved exception records, to identify account-specific rights beyond the standard plan. Optional: versioned feature availability and billing history, to explain changes without confusing past and present access.
- Make account limits understandable
- Review a plain-language explanation of the features and allowances that apply to this customer.
- Resolve conflicting terms before replying
- See relevant agreement details and uncertainties together so the account owner can clarify what the record does not establish.
- Salesforce · Read effective plan mapping (read)
- Resolve account-specific entitlement.
- Google Drive · Read signed terms (read)
- Find negotiated overrides.
- Intercom · Read customer question (read)
- Keep the answer scoped to actual use.
- Human review and permissions
- Account contract owner resolves ambiguous clauses.
01Gather the context
Bring together the relevant information from Salesforce, Google Drive, Intercom.
02Check what matters
Check the terms that apply to that customer and explain them in everyday language.
03Prepare the result
Eligible, unavailable or unresolved conclusion with clause evidence. Version conflict requiring commercial or support confirmation.
04Review proposed changes
Account contract owner resolves ambiguous clauses.
Integrations
CRM
Salesforce
HubSpot
Documents
Google Drive
Microsoft OneDrive
Customer support
Intercom
Zendesk
Choose the platforms your team already uses—you don’t need every example shown. Confirm the required features and configure access during implementation.
What you get
Answer account entitlement questions more clearly, with less time spent interpreting plans and agreement details.
- Make account limits understandable
- Review a plain-language explanation of the features and allowances that apply to this customer.
- Resolve conflicting terms before replying
- See relevant agreement details and uncertainties together so the account owner can clarify what the record does not establish.
More for retention teams
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Spot customers who may need help by reviewing product usage, support issues and recent conversations.
Start with a blueprint. Build it around your business.
We’ll adapt it to your workflows, connect your systems and build an agent your team can put to work.
30 minutes. One bottleneck. Leave with a clear system concept.