• AUTOMATED
  • ACTIVE
  • HUMAN
  • MONITORED

How to trigger retention flows with your AI

Connect Upzelo to your AI client once. From then on, you can tell your agent to watch for churn and start recovery sequences immediately.

Ask AI about this page

Short answer

How can I use my AI to trigger retention flows?

Your agent uses Upzelo to identify available sequences and launch them for specific customers. You get immediate, automated responses to churn signals. Here is how it works.

Retention outcomes.

Where churn is stopped.

The AI handles the execution of your prevention logic.

AUTOMATED

Instant recovery

The AI triggers a sequence the moment a user shows intent to leave. This keeps your retention efforts running without manual input.

ACTIVE

Real time response

Your agent acts on cancellation signals as they happen. You catch users before they finish the exit process.

HUMAN

Manual oversight

You decide when a high-value customer needs a personal reach out instead of a flow. The AI identifies the risk, but you keep the final say.

MONITORED

Flow visibility

Your agent can check which sequences are active. You stay in control of what is running in the background.

The workflow

What your AI does when a user tries to cancel.

The AI bridges the gap between a user's decision and your automated response.

  1. Check available flows

    Your agent looks at your Upzelo account to see which retention workflows are ready to use.

    list_flows

  2. Launch a sequence

    The AI starts the specific prevention flow you've requested for a customer.

    start_flow

  3. Verify flow list

    The agent uses the list tool to confirm the correct sequence exists before attempting to run it.

    list_flows

  4. Execute the save

    The AI completes the task by triggering the chosen cancellation prevention sequence.

    start_flow

Try it

Copy these to start.

Use these prompts to begin interacting with Upzelo.

Starting points

These are opening lines. Swap out the specific flow names or customer IDs with your actual Upzelo data.

Upzelo Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_PfGuRdlq3PT9dhNKMu3pUt6D8MP7pYW1v23t7ryC/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Upzelo capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "upzelo-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_PfGuRdlq3PT9dhNKMu3pUt6D8MP7pYW1v23t7ryC/mcp"
    }
  }
}
Copy into chat04

  • List all my current retention flows in Upzelo.

  • Start the 'Discount Offer' flow for the customer with email user@example.com.

  • Which flows are available in my Upzelo account right now?

  • Trigger the 'Winback' sequence for the user in my recent churn list.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Upzelo once, then ask.

Link your account through the Vinkius dashboard. Your credentials stay encrypted, and you can start giving commands to your agent immediately.

Connect Upzelo to your AI

FAQ

How this task behaves.

  • 01

    Can the AI create new retention flows?

    No. The AI can only list or start flows that already exist in your Upzelo account.

  • 02

    Will the AI automatically charge customers?

    No. The AI only triggers the sequences you have configured. It does not handle billing or payments.

  • 03

    Can I review a flow before the AI starts it?

    Yes. You can ask your agent to list the flows first to confirm which one it intends to trigger.

  • 04

    Does the AI delete any customer data?

    No. The tools only allow for listing and starting flows. There is no capability to delete data.

  • 05

    Can the AI send custom emails outside of the flows?

    No. The AI is limited to starting the specific sequences defined in Upzelo.

  • More questions about Upzelo? See everything the Upzelo Connector can do

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