How it works
Build a segment in Shopify or Klaviyo, for example customers with no order in the last 90 or 180 days, and assign it to an outbound campaign with its own opening and objective. The segment stays in sync, so the AI agent always calls the current list.
Before dialing, the agent loads the customer’s purchase history, previous calls and messages, and your policies. It opens with context, asks what changed, and suggests what fits: a past favorite, a new product, or the offer you set for the campaign. It checks live stock, creates the draft order, and texts the checkout link during the call.
When the customer asks for a person, the call transfers live to your team with the context attached. When nobody answers, the agent leaves your recorded voicemail. Every call, outcome, and attributed order lands on the customer timeline.
Benefits
Win-back calls recover revenue from customers you already paid to acquire. Each conversation also tells you why they stopped ordering, whether it was price, product fit, or delivery, and that feedback is captured in the call summary.
Because the agent works the list around the clock, you can run win-back on your whole lapsed base without adding headcount, and measure the result in attributed revenue.
