Insights on Lost Business Renewals (AI agent)

Problem

When customers didn't renew, Sales filled out a Did Not Renew (DNR) report capturing their reasons. These reports were rarely acted on. The question: could AI unlock patterns across dozens of DNRs to help win back lost accounts?

Solution

Twenty DNRs in mixed formats were converted to PDF and uploaded to Arches AI to build a queryable knowledge base. After testing for hallucinations and validating confidence, the agent delivered cross-regional insights that Sales teams had never connected before, including actionable product feedback passed directly to the Product team.

Tools

Adobe Acrobat, Arches AI

Arches AI agent creation process

Teams can prompt knowledgebase

AIĀ agent provides actionable recommendations

TOP
Human Factors and Ergonomics Society member
Connect with Frederick Albrecht on LinkedIn