Action Center
Recommended next-best actions
Queued by agents. Approve, modify, or let them execute autonomously based on your policies.
Pending approval
4
Approved
2
Automated today
2
Expected value
$12.9K
Send 15% loyalty credit + concierge invite
Why: Engagement collapsed; VIP risk score 0.91
Audience: 1 customer (VIP)Channel: WhatsApp + Email
Expected impact
+$1,820 LTV preserved
Confidence91%
Trigger pre-approved jumbo mortgage offer
Why: Mortgage-eligible + buying intent signals
Audience: 1 customer (Diamond)Channel: Advisor call
Expected impact
+$8,240 NIM
Confidence93%
Lock-in 12-month plan at 8% discount
Why: Renewal in 28d; price-sensitive
Audience: 1 customerChannel: Email
Expected impact
+$680 ARR retained
Confidence84%
Send bonus-points nudge before cycle close
Why: Within 8% of Gold downgrade
Audience: 1 customerChannel: App push
Expected impact
Tier preserved
Confidence81%
Surface business-class upgrade in app home
Why: Browsing premium routes for 3 sessions
Audience: 1 customerChannel: App
Expected impact
+$680 expected
Confidence88%
Win-back bundle email with personalised picks
Why: Lapsed 47d; high past LTV
Audience: 1 customerChannel: Email
Expected impact
+$420 expected
Confidence78%
Auto-link investment account to savings
Why: Investment-ready behavioural signals
Audience: 1 customerChannel: App + Email
Expected impact
+$1,100 LTV
Confidence85%
Suggest pharmacy auto-refill enrolment
Why: Chronic-care customer, manual refill pattern
Audience: 1 customerChannel: SMS
Expected impact
+18% adherence
Confidence86%