Customer Churn Prediction & Retention Advisory Agent

1. Overview & Business Value#

The Churn Prediction Agent monitors customer transaction frequency, portal login activity, and support ticket escalation trends to predict customer churn risks.

1. Churn Risk Indicators#

• 45+ days without customer order or portal login.
• More than two open high-severity support tickets within 14 days.
• Recent contract renewal inquiries without confirmation.

{screenshot:ai-churn-risk-dashboard}

2. Retention Interventions#

When an account is flagged with a High Churn Risk, the agent automatically creates a high-priority follow-up task for the dedicated Customer Success Manager.

2. Prerequisites & Security Access Groups#

• Required Modules: muk_ai, muk_mcp, smarterp_ai_suite
• Security Group: Ashewa AI / User (Technical ID: muk_ai.group_ai_user)
• Master Data Dependencies: Configured AI provider credentials, active system prompts, and departmental cost centers.

3. Step-by-Step UI Execution & Verification#

Step 1: Navigating to the Operational Interface#

1. Log into your SmartERP instance at https://smarterp.et/odoo.
2. Open the main App Switcher and select Ashewa AI.
3. Select the operational workspace corresponding to this agent suite.

{screenshot:76-customer-churn-prediction-and-loyalty-step1-navigation}

Step 2: Executing Agent Actions#

1. Review agent prompts and execution parameters.
2. Trigger the scheduled or on-demand workflow action.
3. Validate output in the generated operational log.

{screenshot:76-customer-churn-prediction-and-loyalty-step2-execution}

4. Advanced Configuration Points#

• Scheduled Crons: muk_ai.ir_cron_agent_health_check runs every 30 minutes.
• Multi-Company Isolation: Multi-company record rules ensure agent context is isolated to Company 1 (Ashewa Technology Solutions S.C.).

5. Comprehensive Troubleshooting Matrix#