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Retain / Save

Serial-switcher loyalty defense

The patient who joined for the first-month discount is already pricing out the next one — and to them, every GLP-1 program looks interchangeable.

Close the loopGet aheadBehavioral triggerRisk triggerTime-based triggerChatPushWhatsAppGLP-1 & PeptidesHealth & TelehealthSubscription

What it does

A large slice of GLP-1 demand churns on price alone. Serial switchers hop from program to program to ride each introductory discount, and because the medication itself is commoditized they feel no reason to stay once the intro rate expires. The program acquires them at full cost, then watches them leave around the first or second month with nothing to show for it. The agent treats this as a defendable pattern rather than inevitable churn: it recognizes the discount-hopping signal early and makes the one argument a competitor's intro price cannot answer — the continuity of care that only this program holds. The patient's titration history, side-effect record, and saved context do not travel to the next discount; restarting elsewhere means starting clinically from zero.

How it works

  1. 1
    Trigger. a switching pattern surfaces — repeated price or "cheaper elsewhere" questions, cancel intent near the first or second month, or the timing aligning with the patient's introductory-discount expiry.
  2. 2
    Decision. the agent reads the patient's memory (tenure, current dose and titration progress, side-effect history, prior price questions) and decides whether to lead with a continuity-of-care argument, surface a legitimate lower-cost route within the program, or hand a genuine pricing case to a human. A judge gates every unprompted message for tone, claims, and policy.
  3. 3
    Action. on the patient's consented channel (chat, push, or WhatsApp) it makes the switching-cost case concretely — naming what their saved history protects and what restarting elsewhere would cost in re-titration and lost context — without disparaging any competitor and without a clinical claim it cannot support.
  4. 4
    Follow-through. the outcome and any pricing objection are written back to memory; if a real affordability problem exists, it routes into the cost-shock path rather than a hollow discount war; clinical questions hand off to a clinician; if the patient stays, queued outreach is cancelled. Defended-account impact is measured against a holdout.
Example
AgentI saw you asking about pricing again — fair question. Before you compare us to a first-month offer somewhere else, one thing worth knowing: your dose history and how your body responded to each step stays here. Switching means a new clinician starts that from scratch.
CustomerI mean, it's the same drug though, and they're cheaper for the first month.
AgentThe medication is the same; the part that isn't is everything we already know about you, which is what keeps your titration smooth and safe. If the cost is the real issue, I can show you a lower-cost route on your current plan today — that's a better deal than re-paying to restart elsewhere. Want to see it?

Configuration

How the agent is wired for this use case.

Triggera discount-hopping pattern — repeated price questions, cancel intent near month one or two, or timing aligned with introductory-discount expiry — sourced from the messaging channel, the subscription billing system, and the CRM.
Tools & actions
  • Customer record / CRM · read tenure, prior price questions, and cancel-intent signals; write objections and outcomes back
  • Subscription billing · read intro-discount expiry and plan; surface a legitimate lower-cost route within the program
  • Memory store · read titration progress, current dose, and side-effect history as the continuity-of-care argument
  • Clinical escalation path · route any clinical question raised during the conversation to a clinician
  • Messaging channel · make the switching-cost case and run the two-way conversation
Autonomysignal-detection and the continuity-of-care conversation run unattended behind judge gating; lower-cost routing is customer-confirmed and any charge runs through the client's hosted payment step; the agent makes no disparaging competitor claim and no unsupported clinical claim, and clinical questions escalate to a clinician.
Channelschat · push · whatsapp
Escalationa genuine affordability case routes into the cost-shock path; any clinical question hands off to a clinician; contested high-value accounts hand off to a human.

What you need

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

Signals

repeated price or "cheaper elsewhere" questions, cancel intent near month one or two, introductory-discount expiry timing

Data

tenure and plan, current dose and titration progress, side-effect history, prior price-objection memory, channel consent

Guardrails

judge gating on every unprompted message; no competitor disparagement, no unsupported clinical claim; affordability cases route to the cost-shock path, not a discount war; clinical questions escalate to a clinician; stale-outreach cancellation on organic stay; holdout measurement of defended accounts

Metrics it moves

  • churndown, by countering the discount-hop with a switching cost a rival intro price cannot match
  • save-rateup, on accounts showing the price-shopping pattern near the intro-discount expiry
  • ltvup, by holding patients past the first or second month they were acquired to reach

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.

Book a demo