All use cases

Retain / Save

Titration-cliff cost-shock save

The dose goes up, and so does the bill — and the patient's first instinct at that price step is to cancel before they have seen a single cheaper option.

Get aheadRisk triggerSystem triggerTime-based triggerPushChatEmailWhatsAppGLP-1 & PeptidesHealth & TelehealthSubscription

What it does

On most GLP-1 programs the dose and the price climb together: each step up the titration ladder can land as a higher charge, and that price step is one of the strongest reasons patients quietly cancel. The danger is the timing — the bill often arrives as a surprise, the patient reacts emotionally, and they are gone before anyone has shown them a legitimately cheaper route. The agent gets ahead of the charge. As the patient reaches a dose tier whose cost rises, it reframes the value of staying, surfaces the cheapest legitimate options the program offers — annual prepay, a manufacturer savings program, a lower-cost form — and routes the questions that follow to the right place: pricing into a secure billing hand-off, anything clinical to the care team. It is a financial save at the cost step, not a dose decision.

How it works

  1. 1
    Trigger. the patient reaches a dose tier whose cost increases — a cost-tier event from the billing and program systems, fired ahead of the charge rather than after the patient reacts to it.
  2. 2
    Decision. the agent reads the patient's memory — plan, tenure, prior price sensitivity, what options they already hold — and picks the right move: which legitimate lower-cost route fits, how to frame the value of continuing, and whether the patient needs billing or clinical routing. A judge reviews every unprompted message before it sends.
  3. 3
    Action. a short, honest touch lands on a program-owned channel (push, chat, email, or WhatsApp) ahead of the bill — naming the upcoming cost step, reframing the value, and offering the cheapest legitimate route, written to keep the patient rather than defend the price.
  4. 4
    Follow-through. if the patient takes a paid option the agent walks them up to the program's secure payment hand-off and never takes payment itself; pricing questions continue in billing, clinical questions escalate to the care team; queued touches cancel if the patient has already churned or resolved it, and the save is measured against a holdout.
Example
AgentHeads up before your next bill — your upcoming dose step moves you onto a higher-priced tier. Before that lands, it's worth knowing there are a few ways to bring the cost down: prepaying for a longer term, the manufacturer savings program you may qualify for, or a lower-cost form. Want me to walk through which fits you best?
PatientHonestly the jump is a lot, I was about to cancel.
AgentTotally understandable, and I'd rather get ahead of it than lose you over a surprise. Prepaying looks like the cleanest saving for your plan — I can set that up and hand you to our secure checkout to confirm, and if you'd rather talk the dose itself through, I'll loop in your care team.

Configuration

How the agent is wired for this use case.

Triggerthe patient reaches a dose tier whose cost rises (cost_tier_increase) — a billing / program event fired ahead of the higher charge.
Tools & actions
  • Billing platform · detect the cost-tier increase ahead of the charge and read the patient's current plan and pricing
  • Patient record / CRM · read tenure, prior price sensitivity, and the options the patient already holds
  • Knowledge base · retrieve the legitimate lower-cost routes (annual prepay, manufacturer savings program, lower-cost form) the program offers
  • Messaging channel · send the judged pre-bill value-reframe touch on a program-owned channel
  • Secure payment hand-off · when the patient takes a paid option, walk them to the program's hosted checkout step (the agent never takes payment itself)
  • Clinical escalation path · route any dose or clinical question to the care team
Autonomycost-tier detection and the value-reframe touch run unattended, judge-gated on every unprompted message, using approved offers and content only; any money-moving step stops at a secure payment hand-off under a payments policy class; any clinical or dose question routes to a human.
Channelspush · chat · email · whatsapp
Escalationdose or clinical questions hand off to the care team; payment confirmation goes to the program's secure hosted step; queued touches are cancelled if the patient has already churned or resolved the cost question.

What you need

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

Signals

cost-tier-increase / billing events tied to dose steps, upcoming-charge dates, cancellation and resolution events.

Data

current plan and pricing, tenure and prior price sensitivity, the lower-cost routes the program offers, channel consent state, persistent memory.

Guardrails

the agent reframes value and surfaces legitimate lower-cost routes only — it never takes payment (secure hosted hand-off only) and never advises a dose; only legitimate, approved cost routes are offered; judge review on every unprompted message; clinical questions always escalate to a human; frequency caps; suppression on cancellation or self-resolution; holdout measurement of save-rate.

Metrics it moves

  • save-rateup, by reaching the patient with a cheaper legitimate route before the price step triggers the cancel reflex.
  • churndown, by defending one of the strongest cost-driven quit moments ahead of the bill rather than after it.
  • arpuprotected, by keeping the patient on a paid plan through the dose-tier step instead of losing the account at the price increase.

Related use cases

Retain / Save

Compounding wind-down transition manager

the program-wide cost save when patients are forced off compounded onto pricier brand

Retain / Save

Coverage-loss bridge save

the cost save triggered by a payer or coverage change rather than a dose-tier step

Prevent / Care

Titration-readiness clinician handoff

the clinical dose decision at the same step this card handles only the cost of

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