Skip to main content
Surface the moments that decide whether a customer stays — cancellation intent, dissatisfaction, competitor mentions, and save opportunities — so teams can act before churn. Churn is just one lens. The same conversational signals surface upsell readiness, loyalty, and product feedback — so you can aim the package at whatever outcome your team owns. Use this package as a starting point — add or swap in any preset from the catalog, or define your own behaviors to fit your use case. This package includes: 6 conversation types · 5 participant roles · 23 behaviors.

Use this package

The config below is ready to use as-is — download or copy it and pass it as the config payload in a Velma Triage request. Its behaviors are preset references: the API expands each preset:<identifier> into its full definition at request time, so you don’t need the criteria inline to run the package. Download customer-retention.json

Expand the full criteria

To produce a self-contained config with every behavior’s full criteria inlined — for review, customization, or pinning a snapshot — fetch the live preset catalog and merge it into the downloaded config. The catalog is the source of truth for detection criteria.
customer-retention.full.json keeps the same conversation_types and participant_roles and replaces each preset reference with its full behavior definition — drop it into the config payload exactly like the preset version.

Conversation types

The interaction contexts this package expects to see.

Participant roles

The speaker roles the package distinguishes.

Behaviors

The 23 signals this package detects. Each maps to a reusable preset:<identifier> you can drop into the behaviors array of any BatchConfig — the config above already references them.
Full detection criteria are not duplicated here. The live preset catalog is the source of truth — retrieve the exact criteria for any behavior by name from the list-presets endpoint.