About

_How involve.ai generates Suggestions / Insights

  • 26 April 2022
  • 0 replies
  • 71 views

Userlevel 2

Automated customer health scores are valuable, of course, but once you know a customer’s status, what do you do with it?  “Great you’ve told me my client is going to churn! Now how do I prevent it??”

involve.ai’s patent-pending Named Entity Recognition (NER) model takes your data a step further through its prescriptive insights, or Suggestions:

 

Example suggestion cards

 

As described in more detail in our normalization article, involve.ai’s model reviews your customers’ metrics and weighs them based on your their business model, unique dataset, account sentiment analysis, and word usage patterns to generate dynamic relevance models across all industries. For example, an interaction like “Our leadership is very impressed with these outputs, let’s discuss adding seats for our sales teams as well” would translate to ROI/value achieved and Potential Upsell. Or a conversation like “With recent org changes, we no longer have the budget to continue support for this product.” would, unfortunately, translate into Loss of budget and Not wanting to renew.

Based on this information, our model can then suggest intervention tactics that will work best for each nuanced customer and situation.


 

Keyword/phrase identified

Sentiment analyzed

Suggestion generated

Our leadership is very impressed with these outputs, let’s discuss adding seats for our sales teams as well.

ROI/value achieved

Potential Upsell

Share a value review deck highlighting positive metrics and use cases.

Prepare an upsell plan before your next meeting with the leadership team.

With recent org changes, we no longer have the budget to continue support for this product.

Loss of budget

Not wanting to renew

Share metrics around high product usage and user engagement. 

Consider offering a temporary discount or pausing the contract to avoid cancellation altogether.


 

You and your teams can then review suggestions in the dashboard, and convert and delegate them as appropriate in Workspaces.

Through Suggestions, involve.ai not only takes the guesswork out of your customers health, it takes the guesswork out of how to improve it by telling your teams exactly where to focus.


0 replies

Be the first to reply!

Reply