Autonomous Agent Case Study

Customer Intelligence Dashboard

Real-time customer churn prediction and retention monitoring system powered by predictive ML and AI-written action briefs — turning raw customer data into revenue-protecting decisions.

Customer Intelligence Dashboard showing churn prediction scores and customer lifetime value analytics

The Challenge

Businesses typically discover a customer has churned only after they stop paying — by then it's too late to intervene. Standard analytics dashboards show you what happened last quarter; they offer no foresight about which high-value customers are quietly drifting toward a competitor right now. Without a way to score churn risk in real time and route that signal to the right team member, retention becomes guesswork rather than strategy.

The Solution

A live analytics dashboard that pairs two trained ML models — a CLV predictor and a churn classifier — with AI agent skills that translate raw scores into plain-English action plans. When a customer crosses a risk threshold, the system doesn't just flag them; it drafts a sales call brief, a marketing outreach template, or a data-analysis memo so the right team member can act within minutes, not days.

Key Capabilities

  • 🔮 CLV Prediction GradientBoosting model (R² = 0.957) predicts each customer's lifetime value from purchase history, frequency, and recency — segmenting the portfolio into tiers automatically.
  • ⚠️ Churn Classification RandomForest classifier (91% accuracy) scores every active customer's 30-day churn probability so teams can prioritize outreach to the accounts most likely to leave.
  • 📞 Sales Agent Skill For at-risk high-CLV customers, the Sales Agent writes a personalized call-prep brief — account summary, risk factors, and suggested talking points — ready to forward to a rep.
  • 📣 Marketing Agent Skill Generates targeted campaign briefs for churn-risk segments — subject lines, offer rationale, and send-time recommendations based on the customer's engagement pattern.
  • 📊 Real-Time Dashboard Interactive Plotly/Dash visualizations update as new customer data flows in — churn score distributions, CLV heatmaps, and segment-level trend lines all in one view.

Tech Stack

  • Python (Flask)
  • Scikit-Learn
  • Plotly / Dash
  • Pandas
  • Anthropic Claude API
  • Docker / Cloud Run

Patterns Used:

Expedia CLV Pinterest Churn Agent Skills

Business Value

Acquiring a new customer costs 5–7× more than retaining an existing one. A 5% improvement in retention can increase profits by 25–95%. This system makes proactive retention possible at scale — flagging at-risk accounts before they cancel, not after.

Who this is built for

Any business with a recurring customer base where losing a single account hurts — and where proactive outreach beats reactive damage control every time.

📦 SaaS & Subscriptions Software businesses that need to know which accounts are quietly disengaging before renewal conversations become cancellations.
💼 Professional Services Nashville consulting, accounting, and law firms where a handful of retainer clients drive the majority of revenue.
🏋️ Health & Fitness Gyms, studios, and wellness businesses where membership churn is the #1 threat to predictable monthly revenue.
🛒 E-Commerce Online retailers who want to identify high-CLV customers at risk of defecting and trigger personalized win-back campaigns.

Try it live

Browse the customer list, filter by churn risk or CLV tier, and click any customer to see their full risk profile. Then click "Generate AI Brief" to watch the agent write a personalized retention brief in seconds. No login required.

Launch Live Demo →

Know who's about to leave before they do

The demo above uses synthetic data. A version built for your business would connect to your actual CRM or transaction history — scoring your real customers and routing alerts to your real team.


Build This for My Business → Open Full Demo ↗