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Upsell & Cross-sell

Conception-confirmed mode switch

She logs a positive test after months of trying, and the app that helped her get there should meet the moment — not keep showing her ovulation windows she no longer needs.

Get aheadBehavioral triggerSystem triggerPushChatIn-appWellness (B2C apps)Subscription

What it does

A cycle or fertility tracker is built around getting pregnant, but the instant a user succeeds, the product she's been using turns irrelevant: it keeps predicting fertile windows and periods for someone who is now expecting. That is exactly when she is most engaged and most likely to look for a pregnancy app — and most likely to leave for one if her current app says nothing. The agent reads the conception signal she logs (a positive test, or a late period after a tracked trying-to-conceive window), congratulates her, and offers a one-tap switch into a pregnancy mode with week-by-week guidance. It converts a user who would otherwise churn at her happiest moment into a higher-engagement pregnancy journey, without making her start over somewhere else.

How it works

  1. 1
    Trigger. a conception signal from the app backend — a logged positive pregnancy test, or a late period following a tracked TTC fertile window.
  2. 2
    Decision. the agent confirms the signal with the user rather than assuming it, checks her segment and remembered context (how long she's been trying, whether she's opted into this kind of message), and decides whether this is the moment for the switch offer.
  3. 3
    Action. a warm, judged message congratulates her and offers a one-tap switch to pregnancy mode ("want me to switch you to week-by-week pregnancy tracking?"), carrying her existing timeline across so nothing resets; the channel is in-app or push, with chat for the follow-up.
  4. 4
    Follow-through. on her confirmation the mode switches and her history travels with her; if she declines or wants to wait, that is remembered and not re-asked; any health question or worry she raises is routed out to the app's clinical-flag path rather than answered medically.
Example
AgentYou logged a positive test this morning — congratulations. That's a huge moment after the last few months. Whenever you're ready, I can switch you to week-by-week pregnancy tracking and bring everything you've logged along with you.
CustomerYes please! Is it normal to still feel cramping though?
AgentI've switched you over — your first week view is ready and your history came with it. I'm not able to advise on symptoms myself, so I'm connecting you with the team who can answer the cramping question properly.

Configuration

How the agent is wired for this use case.

Triggera conception signal from the app backend — a positive_test_logged event, or a late period after a tracked TTC fertile window.
Tools & actions
  • App backend · ingest the conception signal and switch the user's tracking mode on confirmation
  • Memory store · read TTC context and message consent; carry the existing cycle timeline into pregnancy mode so nothing resets
  • In-app surface / messaging channel · deliver the congratulations and the one-tap switch offer on in-app, push, and chat
  • Knowledge base · ground the week-by-week pregnancy content the new mode surfaces
  • Clinical-flag path · route any symptom or health worry to the app's existing escalation route
Autonomythe congratulations and switch offer run unattended behind a relevance/tone judge; the mode switch happens only on explicit user confirmation, never auto-applied, since a logged signal is not a confirmed pregnancy. The agent gives no medical or symptom advice.
Channelspush · chat · in-app
Escalationany symptom, bleeding, or health concern the user raises is handed to the app's clinical-flag path; the agent never interprets a symptom or confirms a pregnancy clinically.

What you need

The inputs this use case runs on. Your channels stay yours; the agent supplies the judgment.

Signals

conception signals (positive_test_logged, late-period-after-TTC), segment and TTC-duration context, message consent

Data

cycle and TTC history to carry forward, current tracking mode, remembered preferences and prior declines, notification consent

Guardrails

switch only on explicit confirmation, never on the raw signal; no diagnosis of pregnancy and no symptom advice; clinical concerns routed to a human path; judge gating on every unprompted message; sensitive-moment tone (a logged loss or a decline is remembered and not re-asked)

Metrics it moves

  • attach-rateup, by converting a confirmed conception into an opt-in to the pregnancy product at the moment of intent
  • arpuup, as a cycle user moves into a higher-engagement, longer pregnancy journey instead of lapsing
  • churndown, because the app meets her life-stage change instead of becoming irrelevant the week she succeeds

See it on your own customer journey

Bring one drop-off, one churn cliff, or one silent segment. We will show you what a proactive agent with memory and judgment does with it.

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