Retention on Autopilot

Agentic retention teams that run on a model of every customer.

Software in detail

Swivel's Retention Ontology System encodes the data, logic, action, and governance of your business into one model. It's the central system for orchestrating decisions across your Human + AI retention teams and executing them autonomously.

The Swivel platform as an exploded four-layer stack: Data, Logic & Action Services at the base, then Governance & Security, the Ontology Engine, and Autonomous Agent Teams working on top.

The shift

Model the components of every Human + AI decision.

Data: Your product, billing, CRM, and support systems each hold a piece of the customer. Swivel pulls those pieces into one model, creating digital twins of your customers with clear properties and links.
Logic: This is where raw signals become judgment. Risk scores, propensity models, and your own retention rules live here, deciding which customer needs attention and which play has the best shot, and sharpening as results come in.
Action: A decision only matters if something happens. Plays run as real operations, from a single payment retry to a full save sequence across email, in-app, and billing, executing through the tools you already use.
Governance: Autonomy needs a control layer. Every move, by a person or an agent, runs against the same rules, clears a sign-off gate before it reaches a customer, and leaves a full record of what happened and why.

Your people and your agents act on the same four: reading the twins, testing plays in scenarios, writing back the winners.

One model, every team

Autonomous agent teams

Customer Success, Data, and Modeling teams connected through one shared Ontology.

Activate the power of your data and analytics

Weave your data and analytics directly into the daily decision-making happening across your core business and customer success teams. Capture decisions for continuous learning.

Meet your agent teams

The Ontology is the foundation. The agent teams run on top.

They handle every retention play end-to-end, only pausing for your final sign-off.

Onboarding Autopilot
Sign-off ✓
Nudge a stalling new customer to first value.
A new account stalls before its first win. Swivel clears the next step before momentum dies.
Churn Risk Radar
Sign-off ✓
Catch a fading account and draft the save weeks before they cancel.
Usage decays, tickets go cold, sentiment slips. Swivel flags the account early and drafts the play.
Payment Recovery
Sign-off ✓
Recover a failed charge before it ever counts as churn.
A renewal card fails. Swivel retries on the right day, updates billing, and nudges the customer.
Cancellation Save
Sign-off ✓
Meet cancel intent with the right offer at the moment of truth.
The customer hits cancel. Swivel reads why and counters with the offer most likely to keep them.
Auto Renewal
Sign-off ✓
Clear the blockers so the renewal is a non-event.
A renewal approaches. Swivel resolves the friction ahead of time so it lands on its own.
Win-Back
Sign-off ✓
Reopen the door with an offer matched to why they left.
A churned customer goes quiet. Swivel picks the moment and message most likely to bring them back.