Retention
On demand
Service Recovery Planner Agent
Make recovery accountable.
Help your team put things right after a service problem with an appropriate response and recovery plan.
Prepare Reed's recovery after a verified outage.
- Read Zendesk incident review
What it does
Plan how to put things right after a service problem.
Help your team put things right after a service problem with an appropriate response and recovery plan. Built for customer success and service managers.
Verify customer harm
Provide the verified problem, customer impact and your service recovery policy. Verified customer impact and past remedies can help shape a proportionate response.
Check eligible remedies
Suggest practical follow-up and any permitted remedy, showing what needs approval.
Prepare the recovery plan
Get a recovery proposal and a customer explanation draft for the responsible manager.
How it works
Help your team put things right after a service problem with an appropriate response and recovery plan. Built for customer success and service managers.
- Approved documents and context
- Effective remedy policy Finance approval and customer acceptance requirements Optional: the incident timeline, affected services and customer-stated impact, to understand what needs putting right. Optional: reviewed remedy outcomes for comparable incidents and prior credits on this account, to suggest practical options without duplication.
- Choose a proportionate response
- Review recovery actions and permitted remedies matched to verified customer impact before the responsible manager decides.
- Explain the proposed resolution clearly
- Use a customer explanation draft that sets out the response and any approval still needed.
- Zendesk · Read verified service impact (read)
- Establish account-specific failure evidence.
- Salesforce · Read effective service terms (read)
- Identify applicable remedy and relationship owner.
- Stripe · Read billing context (read)
- Verify invoice basis without issuing adjustments.
- Human review and permissions
- Finance approves money; service owner approves remediation and customer explanation.
01Gather the context
Bring together the relevant information from Zendesk, Salesforce, Stripe.
02Check what matters
Suggest practical follow-up and any permitted remedy, showing what needs approval.
03Prepare the result
Eligible remedy, service actions and approval request. Verified impact, proposed response and unresolved approval.
04Review proposed changes
Finance approves money; service owner approves remediation and customer explanation.
Integrations
Customer support
Zendesk
Intercom
CRM
Salesforce
HubSpot
Payments & billing
Stripe
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
Give managers a clearer route to resolving service failures, based on the impact the customer actually experienced.
- Choose a proportionate response
- Review recovery actions and permitted remedies matched to verified customer impact before the responsible manager decides.
- Explain the proposed resolution clearly
- Use a customer explanation draft that sets out the response and any approval still needed.
More for retention teams
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Sort incoming support tickets and draft helpful replies using your product information and support history.
Customer Onboarding Orchestrator
Turn a new customer's agreed setup into a simple checklist with owners, dates and a first useful outcome.
Customer Health & Risk Review
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.