All use cases

Win back

Regulated reactivation with compliance guardrails

Lapsed GLP-1 subscribers are worth winning back — and in a regulated category, one non-compliant message costs more than the whole campaign earns.

Get aheadSystem triggerTime-based triggerSMSWhatsAppEmailHealth & TelehealthSubscription

What it does

For prescription-adjacent programs like GLP-1 weight care, win-back is a regulated activity: health claims are restricted, disclaimers are mandatory, suppression rules are strict, and a generic marketing tool can't be trusted to draft messages here. So the lapsed base often just sits untouched, because the legal review needed for every send makes reactivation uneconomical. The agent makes it sellable by building compliance into the generation itself: every message is composed against the regulatory policy, gated by a judge before sending, checked against suppression lists, and stamped with the required disclaimers — so outreach to lapsed patients can run at scale without a lawyer reading every draft.

How it works

  1. 1
    Trigger. a lapse event fires from the subscription or pharmacy system — plan cancelled, refill window missed, program paused past its limit — or a scheduled re-engagement window opens for an eligible cohort.
  2. 2
    Decision. the agent checks eligibility before composing anything: suppression lists, consent state, opt-out history, jurisdiction, and the product's regulatory class, which determines what may be said and which disclaimer set applies. Ineligible contacts are dropped silently, not deferred.
  3. 3
    Action. the message is generated within the compliance policy — no outcome claims, mandated disclaimers attached, approved phrasing for the product class — and a judge gates it against that policy as a hard block before it sends on SMS, WhatsApp, or email through the channels the client already owns.
  4. 4
    Follow-through. opt-outs are honored immediately and written to the suppression list; every sent message is logged with its policy version for audit; replies with clinical content escalate to the care team; reactivation is measured per cohort.
Example
AgentHi Dana, it's the care team. Your plan paused in April and your last prescription has since expired. If you'd like to resume, a clinician would review your information first to confirm the program still fits. No pressure either way — reply STOP to opt out of these messages.
CustomerI stopped because of the side effects, honestly.
AgentThank you for telling me — that's exactly what the clinician review is for. I can book a consultation where a doctor looks at what you experienced and whether an adjusted plan makes sense. Would this week or next work better?

Configuration

How the agent is wired for this use case.

Triggera lapse event from the subscription or pharmacy system (plan cancelled, refill window missed, program paused past its limit), or a scheduled re-engagement window opening for an eligible cohort
Tools & actions
  • CRM / subscription platform · read lifecycle and consent state, segment the eligible cohort, write reactivation outcomes
  • Suppression-list service · check opt-out, jurisdiction, and consent state before composing; drop ineligible contacts silently
  • Policy engine · apply the product's regulatory class, mandated disclaimers, and approved phrasing to every draft
  • Messaging channels (SMS, WhatsApp, email) · send the gated message on the channel the client already owns; capture and honor opt-outs
  • Scheduling system · book a clinician consultation when a reply asks to resume
Autonomygeneration and sending run unattended only after a judge gates every message against the regulatory policy as a hard block and suppression checks pass; money-moving and clinical steps (resuming a plan, a consultation outcome) run under the clinical / regulated-communication policy class and stay with the care team
Channelssms · whatsapp · email
Escalationany reply with clinical content routes to the care team

What you need

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

Signals

subscription and prescription lifecycle events (cancelled, paused, refill missed, prescription expired), cohort eligibility windows

Data

consent and opt-out state per channel, suppression lists, jurisdiction, product regulatory class, prior-contact history

Guardrails

regulator-compliant disclaimers and claims rules encoded as policy; judge gating every generated message as a hard block; suppression-list checks before every send; immediate opt-out mechanics; full audit log per message; clinical replies routed to humans

Metrics it moves

  • reactivation-rateup, by making a previously untouchable lapsed base reachable at all
  • recovered-revenueup, from resumed subscriptions in the highest-LTV cohort the business has
  • opt-out-rateheld down, because messages are eligibility-checked and respectful by construction, not blasted

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