An agency has already been hired for this project
retention bot in ConnectWise for clients wanting to drop network seats
Integrated in ConnectWise and able to handle seat reduction retention conversations autonomously with correct routing and record updates.
7BE independently verifies the result against the contract below. Payment is released only if it is met.
Verification
Primary metric
Retention workflow success rate
≥ 95%
Secondary metric
Average handling time
≤ 6 min
Guardrails
No discounts beyond approved policy.
Baseline
Established by 7BE at kickoff — no current metrics required from the client.
Payment
In escrow
Full budget secured upfront
40% released
Agent deployed & working
60% released
Metrics verified by 7BE
One free re-test if a metric misses. Any unmet portion is refunded or independently re-scored should either party dispute the result.
Deliverables
ConnectWise retention chatbot flow
Seat reduction risk detection and save offer logic
Escalation and handoff paths for account teams
Conversation logging and outcome capture in ConnectWise
Technical approach
ConnectWise API integrationLLM prompt and policy flowsScenario-based QA and guardrails