Do Not Wait for the Cancellation to Start Saving the Customer.

Vida’s Retention and Renewals Agent identifies risk, starts proactive follow-up, answers approved plan and billing questions, coordinates renewal or save actions, and records every outcome.
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Turn Renewal Risk Into Retained Revenue

  • Trigger proactive outreach from renewal dates, inactivity, usage changes, or risk signals.
  • Coordinate voice, SMS, email, and chat across the renewal journey.
  • Answer approved plan, billing, term, product, and next-step questions.
  • Complete the renewal, apply an approved save path, or escalate with full context.
  • Track risk reasons, renewal status, retained revenue, churn, and handoffs.

Schedule a Demo and See Vida in Action

Schedule time with our team to tell us what needs to get done. We’ll show you how an AI agent can do it.
As Seen On
Built for teams that need consistent renewal execution and earlier intervention on churn risk.

Retention and Renewals, Paid by Outcome

Vida offers traditional usage-based billing, but most agents are better suited to outcome-based billing. With outcome-based billing, you define the result that matters and pay only for completed outcomes, such as a qualified opportunity, completed intake, booked meeting, or routed lead.
1

Set the Goal

Choose the result that matters, such as a completed order, new subscription, booked consultation, qualified opportunity, or warm handoff.
2

Pay Per Performance

Pay for agents that do the work and meet the agreed goal, not for time spent, random tokens, or simple activity.
3

Track Every Outcome

See what work the agent completed, escalated, or handed off so performance and cost stay clear.

Everything You Need to Know About
Outcome-Driven AI Agents

Download this mini e-book to learn how Vida AI agents can tranform
business and drive outcomes for communications and operations.
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The Renewal Is Approaching. Start Before Risk Becomes Churn.

Vida’s Retention and Renewals Agent handles the repeatable work between a risk signal and a completed retention outcome, within your approved billing, term, offer, and escalation rules.

What AI Agent Can Do

  • Start renewal outreach before contracts, subscriptions, or policies expire.
  • Confirm intent, timing, plan details, and required information.
  • Answer approved renewal questions and provide the correct next step.
  • Detect churn risk, objections, and unresolved service issues.
  • Route exceptions or save opportunities to the right owner with full context.
  • Update renewal status, commitments, follow-ups, and outcomes in the system of record.

Benefits of the Vida AI Agent OS

  • More renewals completed on time.
  • Earlier visibility into churn risk.
  • Less manual renewal chasing.
  • Consistent outreach across the full renewal window.
  • Faster handoff of save opportunities and exceptions.
  • Clear measurement of contact, renewal, retention, loss reasons, and revenue protected.
Retention and renewal automation turns risk signals into completed renewals and saved customer relationships. Used by SaaS, insurance, financial services, membership businesses, and other recurring-revenue companies.
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Put an Agent on Every Renewal and Risk Signal

Each workflow begins with a renewal date or churn signal and ends with a documented retention outcome.

Vida AI Agent Workflows

Renewal Reminders

Start timely renewal conversations, collect the next action, and continue approved follow-up.

Churn-Risk Outreach

Respond to inactivity, usage changes, support signals, or account status before the customer leaves.

Approved Plan and Billing Answers

Answer routine questions about approved plans, terms, pricing, billing, and renewal steps.

Save Paths and Offers

Apply approved alternatives, offers, or service actions based on the customer’s situation.

Specialist Escalation

Route complex or high-value cases to the right owner with risk context and prior actions attached.

Retention Reporting

Track renewal status, risk reasons, retained revenue, save actions, churn, and escalation outcomes.

Vida AI Agent Features

Omnichannel Sales Communication

Coordinate voice, SMS, iMessage, email, and chat in one workflow. Move from a message to a call, or follow a call with a text, without losing context or patient information.

Automated Retry Cadences

Continue appropriate follow-up after unanswered calls, voicemail, dropped forms, and unfinished goals. Detect voicemail and leave a clear reason to respond.

Attended and Warm Transfers

Continue appropriate follow-up after unanswered calls, voicemail, incomplete intake, and unfinished goals. Detect voicemail and leave a clear reason to respond.

HIPAA Ready

Vida supports HIPAA-regulated use cases through designated HIPAA-enabled
configurations, ensuring your patient and client data stays secure.

Event-Triggered Outreach

Start outreach from form events, scheduling changes, CRM updates, APIs, or webhooks. Keep every action within configured hours, permissions, and escalation rules.

Goals, Metrics, and Reporting

Measure more than answered calls. Track completed intakes, booked appointments, recovered appointments, routing outcomes, follow-up activity, and conversion bottlenecks.

AI Retention and Renewals Agent FAQs

Common questions about automating renewal follow-up, reducing churn, and measuring retained-revenue outcomes.