Revenue

AI Win-Back Agent

Customers who have gone quiet get an offer built from what they actually bought before, not a blanket discount.

Some of your best customers have simply stopped ordering, and nobody has noticed yet. This agent checks your customer list on a schedule, finds people who have gone quiet for longer than the window you set, and sends each one a message with an offer that fits what they bought before. It works through your own messaging platform and inside your offer rules.

  • Finds lapsed customers automatically, using the time window you choose
  • Offers matched to each customer's own past purchases
  • Regained orders tracked back to the message that won them
$1,900 20–30 working days Optional maintenance $249/mo
An open brass chain link beside a checklist and a chalk flow line, showing a lapsed customer being reconnected.

What it is

AI Win-Back Agent is a background workflow that finds customers who have stopped buying for a set stretch of time, then triggers a re-engagement message with an offer matched to their own purchase history through your email or SMS platform. Every returning order is tracked back to its message.

Why businesses buy it

Winning back a past customer usually costs far less than finding a new one, yet most stores have no routine for it. Lapsed buyers slip away one by one, and blanket discounts teach everyone else to wait for a sale. This agent picks a relevant offer for each person, based on their own history, and sends it at the right time without anyone exporting lists. The scope is fixed in writing before you order: how lapsed is defined, which systems connect and how it is tested.

Problems this solves

Lapsed customers drift away and nobody notices until sales dip

The agent finds customers who have not bought for a set stretch of time. It then triggers a re-engagement message through your email or SMS platform, without anyone pulling a list.

Win-back offers are the same blanket discount for everyone

One AI decision step matches each offer to the customer's own purchase history. Offers stay within the discount limits and rules set in your guardrail configuration.

It is unclear whether win-back messages bring any orders back

Every returning order is tracked back to the message that preceded it. Your team can see which messages led to repeat purchases and which did not.

Scope card SKU UPM-C0128

AI Win-Back Agent

Everything this build includes, written down before you pay. Choose a delivery speed and any add-ons, then add it to your cart.

$1,900 one-time build price
1. Choose your delivery speed

Delivery times are in working days (Monday to Friday) and start once your intake is complete. They can extend because of national or public holidays, technical issues outside our control (such as platform outages, third-party changes, account approvals or access delays), or natural disasters and other events beyond our control. If a delay happens, we tell you in writing with a new date.

What is included

Channel
Runs in the background (no customer-facing channel)
Integrations
Up to 3 connected systems
Knowledge
Not applicable
Workflows
1 workflow, up to 12 steps, including 1 AI decision or drafting step
Languages
1
Testing
20 test runs on your sample data
Revisions
2 rounds
Handoff
1 × 45-min handoff session (recorded)
Support
30 days after launch

A good fit if

You can see a clear group of once-active customers who have not ordered in months, and currently do nothing to bring them back.
You already send campaigns through a platform such as Klaviyo, and want lapsed-customer detection and offer matching handled automatically instead of by hand.
You want the offer tied to what each customer actually bought before, such as a discount on their most-repeated product, not one blanket code for everyone.
You are comfortable with the agent running in the background on a schedule, with no chat interface or live channel to staff.

Not the right fit if

The customer only just left a cart mid-checkout rather than going quiet for months. See AI Abandoned Cart Agent, which recovers carts with timed, personalized messages.
You want to nudge customers who are still active toward their next order, such as replenishment timing. See AI Repeat Purchase Agent.
Your priority is deciding the size and timing of a storewide promotion, not targeting individual lapsed customers. See AI Promotion Planner, which plans promotions and estimates their margin impact.
You want a report ranking which customers are most at risk of lapsing before it happens, rather than an outreach workflow for those who already have. See AI Ecommerce Churn Agent.

How it works

  1. We connect to your store platform, such as Shopify or WooCommerce, and to your email or SMS platform, with read access to order history and purchase dates.
  2. The workflow defines 'lapsed' using the window you set, for example no order in ninety days, and checks your customer list against it on a schedule.
  3. For each lapsed customer, it looks at their own past orders and selects an offer or product angle that matches what they actually bought, not a generic discount.
  4. The message sends through your existing email or SMS platform, carrying your sender reputation, your unsubscribe handling and your offer rules.
  5. Customers who order again after a win-back message are tracked back to that message, so recovered revenue is visible, not just sends and opens.

What you provide within 72 hours

Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.

  • A list of the systems involved, such as your store platform and your email or SMS provider, each with admin or API access.
  • A written description, or a short screen recording, of how you currently try to win back lapsed customers, even if the answer is that you do not.
  • Five to ten real examples of lapsed customers and the orders they placed before going quiet, so the matching logic is tuned on genuine behavior.
  • The name of whoever should be told if the workflow hits an error or a send fails.
  • Your discount and promotion rules, so the offers a lapsed customer is shown never conflict with rules elsewhere in your store.
  • Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
  • Your business information (company basics, hours and brand voice), shared during intake.
  • One decision-maker on your side who can approve the lapse window and the offer logic before launch.
  • An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.

Timeline

Start Intake verified, the lapse window and offer rules agreed.
Weeks 1–2 Lapsed-customer detection and offer-matching logic built.
Week 3 Your store platform and email or SMS platform connected.
Weeks 3–4 Twenty test runs completed on your own sample customer data.
Week 4 Your review and two rounds of changes to the offer logic.
Go-live Live, recorded handoff session, support starts.
Delivery options, in working days (Monday to Friday) from completed intake. They can extend because of national or public holidays, technical issues outside our control (such as platform outages, third-party changes, account approvals or access delays), or natural disasters and other events beyond our control. If a delay happens, we tell you in writing with a new date.
OptionDelivery timePrice
Standard20–30 working days$1,900
Express15–25 working days$2,300
Rush10–20 working days$2,650

What you receive at handover

  • AI Win-Back Agent configured and running in your environment
  • One workflow of up to 12 steps, with prompt and guardrail settings
  • Connections to up to three systems, including your messaging platform
  • A test report from 20 runs on sample data
  • An admin guide, the recorded 45-minute handoff and 30 days of post-launch support

Expected benefits and how to measure them

  • Can bring quiet customers back before they are lost for good
  • Helps offers feel relevant instead of a blanket discount
  • Shows which re-engagement messages actually earn orders
Reactivation rate
Divide customers who ordered after a win-back message by customers messaged, monthly, using the agent's order tracking.
Revenue from reactivated customers
Total orders tracked back to win-back messages each month.
Discount given per reactivated order
Compare offer value with order value from your store reports to check offers stay sensible.

Before you start: Count customers who have not ordered within your chosen window today. Note how many of them came back last quarter with no prompt.

These are things to track, not promised results. Outcomes depend on your data, your team and your market.

Running costs

The build price is one-time. Running the workflow afterwards costs roughly $20 to $100 a month, covering the automation platform plus AI model usage for matching each offer. Your existing email or SMS plan is billed separately, in your own account.

AI usage during the build and testing is also billed to your own accounts, so every provider relationship stays yours. Nothing runs through us.

Ask about running costs

Custom requirements

If you need more than one lapse window, an extra connected system, or a second language, add a note at checkout for a written Change Quote. Your original order still runs on its normal timeline. Larger or bespoke projects go through the Custom AI request form instead.

Request a custom version

Keep it running

For this build we recommend monthly maintenance: monitoring, fixes, and monthly change hours, enough to adjust the lapse window or refresh the offer rules. Maintenance starts after the thirty days of included support, bills monthly, and can be cancelled any month.

$249/mo (the minimum fee, includes 2 change hours)

Optional. Starts after the post-launch support period. Cancel any month.

How maintenance works

How this compares

Do it yourself with a SaaS toolHire a custom agencyUpmark Labs
Price A lifecycle marketing app charges a recurring platform fee on top of your email tool A custom agency quotes after discovery calls Ours is one fixed price, shown before you buy
Scope A lifecycle marketing app bundles win-back with modules you may not need An agency agrees scope during the project Ours is written on the Scope Card before purchase
Delivery A lifecycle marketing app can be live the same day but segment tuning takes weeks An agency usually takes several weeks, set per project Ours has a fixed delivery time shown before you buy, with faster options
Offer logic A lifecycle marketing app usually sends the same code to everyone in a segment An agency build depends on what was agreed Ours matches the offer to each customer's own past orders

Questions about this product

What does the AI Win-Back Agent build include?

It covers connecting your store and messaging platform, the lapse-detection and offer-matching logic, twenty test runs on your own sample customers, two rounds of changes and a recorded handoff session. The fixed price is shown on this page before you order, along with faster delivery options, and nothing is added later without a written Change Quote.

How much does AI Win-Back Agent cost to run each month?

Roughly $20 to $100 a month, covering the automation platform and AI model usage that matches each offer. You pay that directly in your own accounts. Your existing email or SMS plan, such as Klaviyo, is billed separately by that provider and is not part of this figure.

How long does AI Win-Back Agent take to launch?

Delivery follows a fixed schedule shown before you buy, with express and rush options if you want win-back running before a quiet season. The clock starts once your systems list, sample lapsed customers and lapse window are confirmed, usually within 72 hours of ordering. You review the test runs before any customer is contacted.

How does AI Win-Back Agent decide who counts as lapsed?

By the window you set during intake, such as no order in ninety days, checked against your order history on a schedule you agree. You can start with a conservative window and tighten or loosen it later through monthly maintenance, once you see how customers actually respond.

What access does AI Win-Back Agent need to my store?

Read access to order history and purchase dates on your store platform, plus admin or API access to your email or SMS platform, shared by adding our team as a user or creating a key you control, never by email. It does not need payment details, only the order records needed to match a relevant offer.

Can I change the offer rules later?

Yes. Adjustments such as a new discount structure or seasonal offers fit inside the monthly change hours of maintenance. A new lapse window or an added connected system is handled as an add-on or a Change Quote. Maintenance also covers monitoring and fixes. It starts after included support, bills monthly and can be cancelled any month.

Who owns the workflow AI Win-Back Agent builds?

You do. The detection logic, offer rules and connections live inside your own store and messaging accounts once delivered, not inside a system we control. If you later change providers or bring the work in-house, nothing about the workflow is locked to us.

Bring back the customers who quietly stopped ordering.

Order AI Win-Back Agent and lapsed customers start hearing from you on a fixed delivery date, with offers matched to what they already bought.

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A small door left ajar with a parcel at the threshold, showing a lapsed customer invited back to the store.
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